Trade War - The Long War

We continue the conversation regarding the Trade War with China.  We cover Academy's previous coverage of this subject as well as long term forecasting.  Academy Securities has stayed ahead of some of the recent geopolitical, macro, and credit market trends that are driving price action lately. For example, here are some instances where Peter has been on the leading edge of market dynamics, and has been called on frequently by the financial press, including Bloomberg TV, to share his developing thoughts:

 

• In late March we started focusing more on China as a “strategic competitor” tying our geopolitical perspectives with Peter’s thought process.  Peter wasn’t yet bearish but that set the stage. See here for his thoughts then: China Trade War

 

• By mid-April he was more concerned and became more bullish. You all may have seen some of those notes.

 

• Turned full-scale bearish on May 12^th, with this piece:Crossing the Rubicon with China