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The Portfolio Armor Substack
Trade Alert: Fading The Rally

Trade Alert: Fading The Rally

Bearish bets against two transportation companies likely to be impacted by American tariffs on China.

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Portfolio Armor
Apr 24, 2025
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Fading The Rally
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The Tariffs Have Already Impacted Shipping…

Next, They’ll Impact Domestic Freight Transport

That means there will be less work for the domestic transportation companies that transport Chinese goods from America’s ports to the rest of the country. Today, we’re taking advantage of the market rally to place bearish bets on two of those companies.

Our maximum downside on these trades will be losses of 100%, and our maximum upside could be multiples of that.

Details below.

Bearish Trade #1

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