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Trade War

May 07 2019

Tariff Man Tampers With Toppy Market

  • May 7, 2019

Beware of those who write about stock market history, especially when they speak of cause and effect. The truth is that the “why” can never be known.

Aug 07 2018

Is The Trade War Short-Term Bullish?

  • Aug 7, 2018

We believe the U.S. free-trade initiatives of the last 25 years have been wildly bullish for the stock market.

Jul 07 2018

Trade-War Thematic Group

  • Jul 7, 2018

Trade wars or trade tensions, quietly started in 2017, hadn’t captured the market’s attention until early March this year—as demonstrated through a review of internet keyword search data of “Trade War” and “Tariff.” We present our Trade War thematic group which captures U.S. companies that could suffer the most from a trade war between the Trump administration and the rest of the world.

Apr 06 2018

Trade War Beneficiaries?

  • Apr 6, 2018

After months of research and econometric modeling, we’ve come up with a list of U.S. and foreign industries, companies, and individuals we expect to benefit from a trade war between the U.S. and China.