### Comment:
Now that the guest of honor is here, what trades are you looking at over the next few months, killer? 
  
 Any China trade war plays?

### REPLY:
Nothing too crazy, just bought up everything on the way down the past couple months expecting at least a decent resolution.  
  
 I don’t know of any way to predict what’s going to happen with the administration on any given day so I’m not going to try.

### END.