Well, anyone who can fog a mirror and reads posts here knows that already. The rekindling of a trade war between the US and China has caused a general decline world-wide in almost all sectors. There is little green to be found, but I found it interesting where that lay. My portfolio is largely foreign biased, but the downdraft cut through those as well as a hot knife through butter.

The exceptions were in the "consumer goods" category - Nestle, Kraft-Heinz, Unilever and the singular green Japanese stock I own - Fast Retail (owner of Uniqlo). While all my other tech stuff was down, bizarrely, Finland's Nokia was up - as were some gold and silver oriented stocks.

so, while Trump raise Indian tariffs to punish them for buying Russian petroleum, but ignore the fact that China buys even higher quantities, he has now levied an additional 165% tariff on Chinese products to punish them for threatening to throttle supply of rare-earth magnets. I am frankly confused by his whipsawing on whether China can buy Nvidia AI processing chips - one group is trying to stifle their push into AI while another is desiring that they become dependent on our technology stack.

Maybe this is supposed to distract us from upcoming Epstein file material? any case, our country is chaotic enough on so many levels, I wish he would have learned by now that it's better to keep it zipped up, rather than taking random pisses on the economy. Watch those who are closest to him pick up signals and time their investments accordingly.

Jeff