My morning train WFH reads:

The White House is killing one of our strongest exports: Higher Education: The president wants to balance U.S. trade deficits? He can’t do it without this industry he hates. (Washington Post)

China Has an Army of Robots on Its Side in the Tariff War: Enormous investments in factory equipment and artificial intelligence are giving China an edge in car manufacturing and other industries. (New York Times) see also Five-Minute EV Charging Is Here, but Not for U.S.-Made Cars: CATL’s and BYD’s rapid-charging technologies underscore China’s dominance in the EV sector, a technological priority for Xi Jinping (Wall Street Journal)

The Things That Make You Money: Holding is the hardest part because it combines all the feelings and potential regrets that can arise from both buying and selling. Howard Marks once wrote, “It’s not the things you buy and sell that make you

Keep reading this article on Barry Ritholtz - The Big Picture.

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