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TOLD YA! This just came out: WSJ: Tariff delay to take place as US, China “continue to haggle over how to get Beijing to commit to massive purchases of U.S. farm products President Trump is insisting on for a near-term deal.” In case you did not know, we have watched for the past 12-whatever months…

Last night, futures were down. Yesterday, it was negative talk on trade…which hit markets. Today…the WH leaks out the trade deal is going well. Futures gap up. There is no template for this nonsense except to take a step back for the second. We don’t think it is hyperbole to say the stance has changed…

We have been in the camp that sentiment had suggested a pullback/corrective work could be at hand. In recent days, markets have weakened a wee bit. But it now gets helped along. We pull no punches when taking on DC and their nightmarish debt/deficits/spending. We have very little sympathy for most politicians. But when it…