The month of May has been volatile as the markets have been whiplashed by yet another wave of trade fears and tariffs. The China & US trade deal is taking longer than expected and has turned into a blame game. However, it is in the interest of both nations to find a common resolution on trade. We will have more information on June 28 and 29, when both nations are expected to meet at the G20 summit in Osaka.
Disclaimer: Palos Funds are shareholders of MRE, LNR, MG & TECK
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