The new political administration frequently made campaign promises to "modify" trade agreements. One of the primary targets during the campaign was Mexico.
It is quite likely that modifications will be made to the North American Free Trade Agreement (NAFTA), but it is in no one's best interest to completely destroy trade relations with our #1 & #3 largest trading partners (Canada & Mexico).
With that in mind I am initiating my "Viva la Mexico" contrarian portfolio. Updates will be posted on a periodic basis.
Disclaimer: The portfolio outlined is not intended as, and should not be viewed as, investment advice. Consult with your registered investment advisor before allocating any of your hard earned dollars to any speculative investment!
William "David" Wedeking - President of Jade Reserves, Inc. and publisher of Sensible Speculation