Core Viewpoint - U.S.-China trade tensions are escalating, with Trump announcing a 100% tariff on Chinese goods in response to China's export controls on rare earth minerals, leading to market volatility and a Wall Street crash [1][2] Market Reactions - Initial market optimism was observed after Trump hinted at easing tensions, but this was quickly undermined by China's sanctions on U.S. shipping companies and Trump's warnings of further trade restrictions [2] - Market volatility is evident, with the Barclays iPath Series B S&P 500 VIX gaining 5.9% over the past month and 10.9% over the past week, while the SPDR S&P 500 ETF Trust lost 1.24% in the same timeframe [3] Investment Opportunities Amid Tensions - Despite rising trade tensions, certain sectors remain stable due to their inherent fundamentals [4] Strong ETF Areas - **Marijuana**: AdvisorShares Pure US Cannabis ETF (MSOS) is up 5.8% on October 15, 2025, driven by renewed legalization hopes [5] - **Silver Miners**: Amplify Junior Silver Miners ETF (SILJ) is up 5.3% on October 15, 2025, with silver prices gaining 79.5% this year due to safe-haven appeal and industrial demand [6] - **Gold Miners**: Sprott Junior Gold Miners ETF (SGDJ) is up 4.9% on October 15, 2025, as gold prices have increased over 57% this year amid geopolitical risks and Fed rate cuts [7] - **Biotech**: Virtus LifeSci Biotech Clinical Trials ETF (BBC) is up 4.9% on October 15, 2025, benefiting from medical innovation and favorable drug-pricing deals [8] - **Artificial Intelligence**: Themes Generative Artificial Intelligence ETF (WISE) is up 5.0% on October 15, 2025, supported by massive investments in AI technology [9] - **Clean Energy**: ProShares S&P Kensho Cleantech ETF (CTEX) is up 5.7% on October 15, 2025, with a 134% gain over the past six months due to easing policy concerns and rising demand [10]