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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?


To: Elroy Jetson who wrote (880)6/11/2018 8:32:46 PM
From: Alex MG  Respond to of 13775
 
I guess it depends on which Bourdain you listen to

in this very recent one he says, yay life is good




To: Elroy Jetson who wrote (880)6/15/2018 11:02:25 AM
From: elmatador  Respond to of 13775
 
The market is clearly not taking the possibility of a trade war seriously—but investors should still be prepared, write my Barron’s colleagues Avi Salzman and Evie Liu.

Investors Shouldn’t Shrug Off Possible Trade War

June 13, 2018 3:32 p.m. ET

The market is clearly not taking the possibility of a trade war seriously—but investors should still be prepared, write my Barron’s colleagues Avi Salzman and Evie Liu.

“It’s a little bit puzzling” that the market is minimizing trade-war risk, says Maneesh Deshpande, the head of equity derivatives strategy at Barclays. “The market is not that worried about things actually getting worse. Clearly from a factual perspective things are certainly worse.”

Escalating tensions between President Trump and leaders of Canada and the E.U. could make them worse still. Mexico, Already, Canada and the E.U. have announced a number of retaliatory tariffs in response to U.S. tariffs.

Investors can protect themselves by being aware of which industries are at risk.

“Meat producers—already impacted by Chinese tariffs—are in particular danger,” write Salzman and Liu. The auto industry could also lose big from potential tariffs, particularly among Nafta countries. A company like Magna International (MGA), a large Canadian auto supplier, might best be avoided during the trade turmoil, they write.

In addition, investors can seek protection against trade-related stock declines by buying puts of industrial-sector ETFs, Deshpande says.

–Steve Garmhausen