It was looking dicey in the pre market and we plunged lower on the portfolio at the open to the tune of -2.5%, but it was quickly and fastidiously erased after Mexico agreed to protect its border. Losses for the SPY was -0.74%, QQQ -1.2% and we managed a minor set back of just 0.34%....Read More

The edifice of the liberal world order is being upended and they don’t like it. The recent salvo was Trump’s announcement of tariffs for Mexico, China and Canada, which has led to rhetoric and threats and all sorts of fears being sowed into the tape. Does the small amount of trade with Canada and Mexico...Read More