Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
The Trump administration announced that it would direct agencies to assess the U.S. trade relationship with China, Canada and Mexico on Monday. It will not immediately declare new tariffs. This exercise of restraint will benefit major importers, including our mining portfolio (BHP, RIO and VALE).
Welcome to the Trump two-step, where our chief executive says one thing and does another. Actually, welcome back. The two-step was prevalent during Trump’s first administration.
Complete content is available for a $15 monthly subscription. Click here to subscribe:
The Rabid Capitalist 
Leave a comment