From The Money Game:

[David Rosenberg] offers up a feast of gloomy ideas: stocks are overvalued, housing is backsliding, deflation is still the big problem, etc.

Among his other ideas: Go long commodities to take advantage of the brewing trade war.

"It’s called trade protectionism. First came the U.S. tariffs on Chinese-made tires a few weeks ago. Then last week we saw the EU impose anti-dumping duties of nearly 40% on imports of steel pipe from guess where? China. And now we hear out of Australia that its foreign investment regulator wants to impose 15% caps for global purchases of the country’s large companies."

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