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Investors love predictability, even in an era when much of our national policy is now decided by social media, so a tweet from @realDonaldTrump that his administration had reached a tentative mini-deal with China was followed by very predictable results. Equities took off with the S&P 500 enjoying a positive weekly close while pushing back towards 3,000 while those ‘predictable’ defensive favorites like gold miners and long treasuries endured their inevitable losses. A 3.85% one-day loss for the VanEck Vectors Gold Miners ETF (GDX) last Friday might have