Clearly the deteriorating US/China trade relations and the back and forth threats are weighing on stocks.. we have seen this charade many times before in the last 2 years. Then all of a sudden! talks are going well again (I expect this will be what the narrative will be AGAIN soon).. an up/down roller-coaster.. and nothing gets done.
Re remain sitting tight and ride this.
I will keep you updated.
GM
@greg what are your thoughts of the Dollar Milkshake theory
https://www.youtube.com/watch?v=6_INOkPIc38
Took some profit off the table here in Amsterdam (it pretty much follows the US lock step). Always good to hear from you Greg. Remember..the best hedge against self inflation ..is a heart of Gold. You have it