The H.E.A. T. Formula

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Happy Thanksgiving, probably won't be in a spot to write on Friday so back Monday.

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Markets sold off a bit the other night on tariff news and then recovered. I think any weakness based on this is a buying opportunity at the moment. We have no idea how much is real and how much is a negotiating tactic. This morning we have PCE which could be important.

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Mike O'Rourke said it best last night...

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President Trump's tariff threats directed at China, Mexico and Canada was the key story of the day. Like many, we perceive this to be an opening salvo to set the stage for Trump's negotiations with each country. It is no surprise that the border and fentanyl are both key issues for Trump. With these tariff threats, Trump provided the path for the three key trading partners of the United States to suitably align their policies by the time he is inaugurated.

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I saw this on X yesterday the battle between the weight loss drug makers to make their drugs the standard of care and RFK Jr. is going to be interesting....

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