google.com, pub-2431335701173086, DIRECT, f08c47fec0942fa0 December 2018 - MarchéEconomics

December 7, 2018

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December Stock and Fund Picks

Week 1 (Dec. 1 - 9): The market is trying to price in the Trump trade protectionism policies.  It has been doing that since January of this year.  The only other politician advocating trade protectionism is Bernie Sanders.  This tells you that such a negative supply-side policy is going to be no good.  Let's hope that Trump comes to an accord with the Chinese and the EU before we have a global recession.  In the meantime, do like that banks…