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PORTFOLIO UPDATES—HOW TO INVEST DURING THE WAR

Haveneers—welcome back. Here’s a portfolio update.

Please cash out of the portfolio. Stocks, bonds, currencies. You can continue to hold gold and metals if you’re confident in them. Their prices have plateaued for now.

Trump has created the conditions now for an historic energy shock—and a global recession. The world’s stock and bond markets will now fall…

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