Nature may abhor a vacuum, but Wall Street really abhors uncertainty. As an investor, you can make money in wartime, and you can make money in peacetime. What is really tricky is to make money when one day you’re going to war and the next you’re not.

At the moment, we’re in a trade war – except when we’re not. The idea fluctuates not merely from day to day but from Trump Administration individual to individual on the same day. ...

Read more