Boltwood Capital Management | Weekly Reads: 5/27/2019
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Weekly Reads: 5/27/2019

Dollar: $72B Fund Shorting The Dollar – click here
With the divergence in interest rates between the U.S. and the rest of the world one of the most consistent trades has been to bet on dollar strength. This mega fund is doing the exact opposite.

Technology: Want A Cut of Your Own Data on Facebook, That Will be $5 – click here
The ownership of the data we provide to technology platforms has long been a source of debate. This article looks at how if you want to exploit your very own data you will need to pay.

Fixed Income: Will China Dump U.S. Bonds? – click here
Many Americans fear that China, the largest foreign holder of U.S. Treasury bonds, will sell those holdings to fight back against tariffs. This article looks at the dynamic and why doing so may work against China.

Trade: Is Vietnam Winning Trump’s Trade War? – click here
So much attention has been focused on who will win the trade battle, the U.S. or China that few have thought that maybe a third party could benefit the most. This look at how the battle between two superpowers is helping Vietnam.

Markets: China Gears Up to Weaponize Rare Earths in Trade War – click here
Rare earth metals have always been important. Now as the race to find and mine these ores become more pressured it looks like they may create a new battleground between superpowers.

Immigration: The Moneyball Fix for Immigration Policy – click here
Billy Beane and the Oakland A’s became well known for their use of statistics over emotion/feel for building a baseball team. Politico looks at the reasons why immigration policy should too be built more around statistics and data than emotion.