Global financial markets are in rally mode after the U.S. and Mexico struck an immigration agreement to avert tariffs between the two countries. But, the global trade war is far from over. The U.S. and China have struck no such deal, and as of this writing, the big and ugly trade war between those two countries projects to get even bigger and uglier.

So long as this trade war hangs around, it will provide a drag on financial markets.

But, it won’t provide a drag on every stock. Not every company has exposure to China, trade and tariffs. Some companies are null to mitigated exposure to those things, and as such, won’t be weighed down as much by a trade war. They will continue to report solid

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