In this latest update, I outline the “Big Picture” and major events to watch for this week.
As always, I welcome your questions, comments and feedback.
Dean
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Hey Dean: I think it is worth mentioning that the relaxation of Steel an Aluminum tariffs is for just Canada and Mexico . . . and is viewed as supporting the “new” NAFTA agreement.
Another major news item are the major Huawei trade restrictions we’ve put in place – which is already having a major impact on chips/technology providers on our side and will probably get worse. Companies like MU, NVDA, INTC, QCOM, WD, GOOGLE – etc. are all shutting down supplies to China . . . which may be the start of what is already being couched as a “technology cold war”. This could have some fairly large impacts on some of our companies. This whole area is the subject of major news articles across the board – with more to come.
Have a great start of the week!
Dale