Comment / T&L exposure now? Chicken fajitas beat TACO trade

ID 19163524 © Lunamarina | Dreamstime.com

Tariff Man is back at it.

For T&L investors, a week that started fearing the worst – with oil and volatility spiking in sync – could end up being yet another opportunity to secure outstanding short-term returns.

Once again, fundamentals have nothing to do with the upside.

After a highly distressing Friday (6 March) for T&L stocks in the US – after 48 hours during which escalation was on the menu; then risk-off prevailed; and then it went the other way, before changing ...