Tariffs, Tariffs, Tariffs are all you will hear from now until the elections. Prices for goods may not rise this holiday, since your smart retailer pre-ordered goods ahead of the taxes. Watch: $BBY, $WMT, $DLTR. Our usual chip stocks are holding up despite the Dow’s drop. $NVDA, $AMD, $AMAT. China-based stocks are holding up, too, especially $BABA, $JD. But watch $BIDU and avoid $NIO at all costs. $F $GM and auto will face headwinds with the tariffs. I would continue accumulating both. Just avoid BMW stock. Gold $GLD $GDX is the hot hedge. Too late to buy? Gold is at multi-year highs. Look at $KGC – Kinross Gold for value. What are you buying? Better question is, what are you selling?