Intelligence Triggers Portfolio Update

Near the end of bull markets, investors start to fear that they’re “missing out” and follow the herd into whatever’s moving up. We’re in that stage now in the Dow and the S&P 500. We remain cautious on most stocks, as economic and corporate fundamentals do not support today’s valuations. Read on for our latest guidance…

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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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