Tariff in front row again.....

We are back to square one on USA vs China flip flop trade announcements and markets obliges each time.

How many reversal can we handle in a week, we are getting used to down days after UP or mixed day.....

Very hard to fathom the strategy behind negotiations on the back of world markets....

It is becoming very clear its " no way out " until this deal is finalized.....

Stocks are following market reversals on a dime....

My suggestion is " slightly underweight your exposure " until trade mess settles...

Have a diversified portfolio, so some can offset declines......

On down days, some stocks do buck the trend, hopefully we all have some of those stocks....

Technology stocks were trying to come out of their Chinese led exposure into a desirable stocks...but here we go again......

Stocks with major exposure to Chinese companies or Chinese market are going through serious down moves on down days.....

LRCX MSFT LSCC TWTR were behaving better in a very difficult environment thus are better candidate for " buy the dip "

Let us hope by open there will be damage control either by " tweet " or policy statement from China which may control most of the negativity.

Good luck with your own take on the market and your own comfort level.

BLOG does NOT give buy or sell.

Saleem