Trade War Creates Clear Investment Winners and Losers
Domestic manufacturing vs import-dependent sectors diverging...
Hey there,
Thursday's tariff implementation could accelerate the split between domestic-focused and import-dependent investment opportunities.
Manufacturing giants like Caterpillar and Deere may benefit from reshored production trends while pharmaceutical companies face potential margin compression from trade restrictions. Access full story here.
-Christopher
P.S. Energy sector positioning shows relative strength as geopolitical premiums build. You really need to read this before it's too late.