I had thought about mentioning cookie stuffing as well. It seems more people are doing it these days. They could be stuffing a cookie on the surfers comp, then the surfer visits your site, sees more material then decides they want to signup. If they avoid clicking your link then the cookie stuffer would get credit I imagine.
I have always wondered if affiliate A's cookie is stored, then the surfer visits the site again through affiliate B's link, who gets the credit? If it is based off of the most recent cookie then I don't believe your trades could be cookie stuffing to take your sales.
Of course this is all based off of assumptions, I can't say 100%. But as mentioned in my earlier example, if you were getting good Google traffic before your trades compare stats and see if that has dropped. If so, I imagine you found your problem.

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