Last Chance To De-Risk?: Possibly Seek Dividend Yield Where Earnings Are Safe

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Equities rally on trade-talk hopes (again): Another opportunity to reduce risk. Tariffs are taxes: but more damaging than the tax revenue suggests. Fed likely cuts 25bps on September 18: possibly more cuts if October and December tariffs occur. Possibly seek dividend yield, but make sure the earnings are safe. Mean-reversion based strategies: no help this cycle, adds to uncertainty

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