How To Play The Tariffs In The Stock Market

The Tariffs Are Still Coming—Here are two plays to make money in the stock market for when the tariffs hit

Over the past few years—since the financial crisis in 2008, the percentage of OPEC & Saudi oil being consumed within the United States has increasingly declined.

The winner? Cheap Canadian Oil.

The Fix? Artificially raise the price of Canadian Oil thereby making Saudi oil more competitive within the United States.

They payoff? Jared Kushner, Trump’s son-in-law, has already received $3B of Saudi & OPEC oil with a direct private equity investment, and there is likely a bigger payoff later. Effectively, Trump has found a way to earn money via artificially increasing the price of Canadian oil and is using border security, trade deficits, and drug imports to justify tariffs.

So, these are the parameters over the following four years, that cheaper Canadian oil is going to have its price pushed higher. Ultimately, all oil prices will drift higher.

Here, I break down two ETFs to trade as both UUP ETF, the US dollar index ETF, and USO ETF, the oil ETF, will both move higher.