This week we discuss our successful oil thesis in light of the new OPEC agreement to increase production essentially in line with any disruptions or shortages. We also consider the unintended consequences of Trump’s trade policy. We also summarize why “Grandpa stocks” are not the way to invest. Finally, we do a half-hour Q&A with a robust crowd. Mixed in along the way are some thoughts from my 3-week journey into the desert to play in the World Series of Poker.
Oil, Trade Wars and Grandpa Stocks plus Q&A