Notes from the North: June 2018

The word count on “tariffs” and “trade war” has shot up again recently and we add to it in our comments this month. As well, the growth trend that seemed to be catching on around the globe appears to have fizzled out everywhere but here in the U.S. The silver lining? Pockets of opportunity are developing in unpopular sectors of the market and in individual stocks, especially if your time horizon is longer than a trading day.

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