The aggressive version of this trade is now selling for more than double our limit price after the White House adopted a more conciliatory stance towards trade negotiations. Read More

Even if the company performs as expected a breakdown in trade negotiations between the United States and China could trigger another tech sector selloff. Read More

In a few weeks, new trade deals could be in place at which time Saudi Arabia may decide it's time to jack up oil prices heading into the summer driving season. Read More

This trade is a bet that the White House will soon announce a de-escalation of its trade war with China, in which case the stocks that have been hit the hardest during the past month should also rebound the strongest. Read More

Wall Street may not be on board with the Global Payments' latest acquisition, but once the trade wars are over it may reevaluate the longer term financial implications of this transaction. Read More

I believe there will be mounting pressure on the White House to carve out an import tariff exception on most of the devices sold by GE Healthcare to lessen the burden on Medicaid and Medicare. Read More

Aecom could rebound strongly once Wall Street refocuses on companies with recession-proof business models. Read More

This trade is a bet that Nucor escapes most of the newly imposed Trump auto tariffs since the original source of the steel used to make them is in the United States. Read More