Market

The administration suggested that tariffs against Canada and Mexico will go ahead as planned with a likely hit to oil prices (Canada) and vegetable / car parts (Mexico).” ☺️ 

I am still urging most of my subscribers to take most opportunities in the short term positions to be sold into strength. Long term position hedging is not what I do, but I tend to trade Puts or sell covered calls somewhat when the market is looking like it might head lower.

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Insights from the portfolio

Video of the day

Today’s video is on Nextracker $NXT, the solar tracking manufacturer.

Deep dive of the day

Good setups for swing