Topic: How To Invest

What is Pat’s commentary for the week of October 22, 2019

Article Excerpt

You can count on your favourite Canadian newspapers to do a great job of reporting the results of yesterday’s Canadian federal election. However, it will take a little longer to figure out how the new minority Canadian government will hurt or help your investments. That’s what my team and I will do this week. We’ll say more in our next Inner Circle, and/or alert you with special email updates if necessary. Today I want to alert you to some longer-term risks and opportunities that investors face due to the China/U.S. trade conflict. Many investors now see only two possible outcomes: either Trump gives in and things go back to where they were; or, China gives in and lives up to promises it has repeatedly made and broken in past trade negotiations. My view is that neither of these is likely. Instead, it looks like Trump’s trade policy set U.S./China relations on a new path. Few admit it, but many Trump-hating Democrats have come…

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