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IMPACT Portfolio Update

Trade war negotiations took a step back last week as China reportedly reversed commitments given on core U.S. trade demands. With President Trump threatening to add tariff increases of $200 billion on Chinese imports, this move would certainly be met with retaliation by China. This sequence has brought renewed volatility to the markets. We will closely monitor events and send out a flash alert if news directly affects any of our recommendations. For now, read on for Dan’s analysis of all positions in the portfolio.

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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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