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D&D Note (5.31.2018) ~ “National Security” Tariffs Imposed on Core US Allies, Markets Decline ~ Today the Trump Administration imposed Steel & Aluminum Tariffs sighting National Security on our core allies including the EU, Canada, and Mexico. Our NAFTA partners Canada and Mexico both announced retaliatory tariffs in a dollar for dollar manner. This led … Continue reading
D&D Note (4.24.2018) ~ 3% Yield Sends DOW Down 423 Points ~ The 10YR Yield hit 3% intraday which sent a market rally into a 423 point selloff in the DOW. The yield settled at 2.998% and the markets did close off the lows of the session. CAT also sent markets into a fuss wth … Continue reading
D&D Note (3.2.2018) ~ Will NAFTA Survive? ~ An investor has to be scratching their head wondering what exactly was this administration thinking with these tariff’s, or were they even thinking at all? Remember nothing has actually been signed into law yet so for all we know this is just another negotiation tactic. The remarkable … Continue reading
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