Rome Burning But CLQ Holding Up, page-33

It is easier to comment on stocks one doesn't hold because it is all about being correct. If one divulge one's position then it is on record when it didn't work and that record is corrupted.

That is why it is better to look at the price trend, price action then some supporting fundamentals micro/macro level. What I think is irrelevant, what the market think ie. price trend is.

If the US is to create this condition where trade barriers are encouraged, then it does not matter in the interim how good a project is. In regards to the CR, the timing is near perfection but would have been better if the SPP was out of the way before a new round of market volatility infects the fragile market confidence.

I just had a cursory glance at the fangs and the large cap like JPM GS and if Trump carried the tariff threat into its concluding objective instead of a negotiation tactic, we are all in big trouble! Sit, wait and hope all this volatility is just froth taking instead of money rushing through a very small exit door.