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What the Trade War Means for Construction Equipment Stocks

As markets react to the ominous direction of trade negotiations between the U.S. and China, stocks that depend on exports have been hit hard recently. This includes construction equipment stocks that will experience head winds in a recession environment, as equipment prices will be very quick to fall at the first sign of demand weakness. Dan analyzes this sector of the market ahead of the earnings report for one of our positions in the portfolio.

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Jim Rickards’ Project Prophesy

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Dan Amoss

Dan Amoss, CFA, tracks aggressive accounting and other red flags that markets miss. He’s a student of the Austrian School of economics and Daily Reckoning fan since 2000. Agora Financial relies on Dan for macro market commentary as well as profitable plays like his 2008 call to readers to buy Lehman Bros. puts, which...

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