Intelligence Triggers Portfolio Update

Jim was in Washington this week to attend meetings on terrorist finance and to monitor the IMF Spring Meeting. The news on the terror front was mixed, while news on the IMF front was uniformly bad. For now, here’s a portfolio update…

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Dan Amoss

Dan Amoss, CFA, tracks aggressive accounting and other red flags that markets miss. He’s a student of the Austrian School of economics and Daily Reckoning fan since 2000. Agora Financial relies on Dan for macro market commentary as well as profitable plays like his 2008 call to readers to buy Lehman Bros. puts, which...

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