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No. of Recommendations: 5
Hi Pro Fools,

There are no plans for Catch-Up Trades today. Nothing has moved enough to merit issuing a list, and we don't have any July options expirations currently, either.

Looking forward: We'll likely have our Q2 dividend reinvestment soon, along with more trades, FDS earnings thoughts, and of course earnings will start again in a week or so. That should be interesting.

One of our main macro concerns, one we share with many: Trade wars and how China may be responding already in quiet, including government retaliation at the border, making it harder for goods to get into China, letting food spoil; etc. This is starting to happen. And some backlash from Chinese consumers who are pushed to support Chinese companies over American.


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