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It was a wild ride last week as the market downloaded a deluge of earnings and was hit with the one-two punch of a reinvigorated trade war and Jerome Powell talking after the Fed decision was announced. I kid you not, as we sat in our conference room talking about some portfolio moves, Rob Thummel saw Powell appear on television and said, “Oh no, here we go.” Sure enough, within about 30 minutes the Dow lost 500 points.