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Archive of entries posted on 18th September 2018

Technology stocks — including FANG — take a serious hit

Trump is a bully. Bullying doesn’t work against a strong. proud adversary — like China. It backfires. Escalating — more bullying — makes things worse, as your opponent digs in, as China is doing. Yesterday our favorite tech stocks took a horrible hit because Trump threatened more tariffs on China — more escalation. (See below.) […]