A Chinese Trade War – Who Blinks First

I thought Blaine Rollins did a great job on his ‘Who Blinks First’ commentary on the trade war.

Have a read.

The Koyfin team shared this chart of John Deere and the China 25 Index Fund which also shows the big losers in the second level of the trade war.

In the next month we will see other trends change as unintended consequences start to take shape.

Investing is never ever easy but huge changes to the systems that have been in place for decades might force everyone to rethink portfolios and positions.