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Archive of entries posted on 24th September 2018

Endless conjecture. Endless volatility. That’s where we are.

Big jostling. China manufacturers are moving to Vietnam, et al. American buyers are seeking (and getting) exemptions from the tariffs. The new tariffs start today at 10%. In short, the noise is bigger than the reality. The noise adds volatility to markets. The noise is huge. Every learned commentator and his uncle is weighing in […]