Trump’s Poison Pills

(1) Gift for the holidays. (2) Short wait to get confirmation of our China thesis. (3) Veep Pence is Trump’s new hit man on China. (4) US has a long list of grievances over trade and many other issues with China. (5) There’s a poison pill in trade deal with Canada and Mexico. (6) Trump’s bullets hitting one of his targets: Chinese stock market. Will they ricochet to the US? (7) The Big Hack likely to alter global supply chains. (8) Trump’s sanctions against North Korea and Iran seem to be hitting their marks too. (9) Lots of poison pills out there!