The Beginning or The End

Tonight is the long awaited meeting between Trump and Xi.

As if today wasn’t packed with enough events, we end it with the leaders of the two most powerful nations meeting to discuss trade. This will be the first time Trump and Xi have met face to face in over six years.

The meeting is expected to begin around 11:00PM est and expectations are high. The stock market has seen big gains leading into this event on the heels of dovish and bullish commentary from both U.S. and Chinese officials, any unexpected tension could bring some volatility. This could be the beginning of a new, positive chapter between the two countries… or, the end of what initially looked like a chance at a rekindled relationship.

Below I’m going to discuss my expectations for the meeting, the FOMC and why it was actually relatively positive, an analysis of the big tech earnings we got tonight, a new theme and sector that got major news you need to keep an eye on, and a new position I took in a name that’s being overlooked as an AI energy player.