Trade War Stocks to Buy [and Stocks to Sell]

TL;DR

The ongoing trade war between the US and China is evolving into a developing cold war, which will have long-term effects on the global economy and investments.

Transcript

hey everybody want to thank you for joining us for another livestream we're here every week 1 p.m. Eastern Time thank you for joining us here at let's talk money and we've got a really special really important video for you today one that I think a lot of people and and you know a lot of people are talking about the trade we're talking about how it... Read More

Key Insights

• 🫱 The trade war is evolving into a developing cold war that will have long-term effects on the global economy.
• 😀 Agriculture, heavy equipment, apparel, and tech input firms are already facing challenges due to the trade war.
• 🥶 Aerospace and defense companies are likely to benefit from the developing cold war, as well as Chinese tech firms.

Questions & Answers

Q: How will the trade war affect US agriculture?

The trade war has resulted in China buying fewer US agricultural commodities, which has led to lower prices and financial struggles for farmers.

Q: What sectors are most likely to be affected by the developing cold war?

Agriculture, heavy equipment, apparel, and tech input firms are already being affected, while aerospace and defense companies are likely to benefit from the cold war.

Q: How should I invest during the trade war and the developing cold war?

Consider investing in sectors such as aerospace and defense, Chinese tech firms, and potentially gold and silver miners as a safety play.

Q: Will index funds be impacted by the trade war and cold war?

Yes, index funds that have a large proportion of tech stocks may be affected, as tech is one of the sectors being targeted in the trade war.

Summary & Key Takeaways

• The trade war between the US and China is becoming a long-term theme that will guide investments for the next decade or more.

• Agriculture, heavy equipment, and apparel sectors are already being heavily affected by the trade war.

• Companies with a large percentage of revenue from China, such as tech input firms, will also face significant challenges.

• Aerospace and defense companies are likely to benefit from the developing cold war, and Chinese tech firms may also see a boost.