4. It’s been one of the worst years for investment decision-making on record, almost across the board. No strategy worked consistently, save for the type of shareholder activism that only a handful of Wall Street’s billionaire titans are able to engage in.
6. My bet is those forces — and America’s CEOs — will continue to temper the president’s trade tantrums in the short term. But there are lots of people baying for Chinese trade blood in Washington these days.