Markets Sleepwalk Into a U.S.-China Decoupling

An economic decoupling between the U.S. and China seems more evident each passing day. Trade wars along with tensions between the two countries due to the pandemic are rapidly dissolving the relationship. This spells trouble for companies that are deeply embedded in Chinese companies’ supply chains. U.S. companies that have bet it all on the relationship returning to the status quo are at risk of permanent value impairment.

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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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