After 17 years of trading bull markets, I’ve finally figured it out: In this trade war, Canada is just a pawn. The Democrats want to restore free trade, while Trump’s side insists on building the wall to the end, dragging Canada into a fight with Congress in the process. After all these years, I’ve learned that position sizing is always more important than calling the market’s direction. Let’s wait until the weekend to see how things turn out, then compare notes.