1. US equity investors are overlooking a looming economic crisis signaled by a sharp decline in port traffic, distracted by corporate earnings; 2. Reduced port activity from China/Asia threatens agriculture, transportation, manufacturing, and retail sectors, exacerbating economic risks; 3. The US-China trade war is intensifying economic damage, potentially triggering a recession, with stock markets at risk of 30%-50% declines, urging proactive portfolio management.
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