IMPACT Portfolio Update

So the Fed just delivered a quadruple-whammy to the economy. If investors start looking several months into the future, and anticipate a smaller Fed balance sheet, they’ll start pricing this new reality into stocks and corporate bonds. Everyone could be surprised by how much pent-up selling pressure is unleashed. 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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