Project Prophesy Portfolio Update

The stock market continues reaching record highs as we move into the new year. Stock valuations are rich despite the warning signs of an economic slowdown, lower corporate earnings and geopolitical tensions. With large-cap stocks overextended, keep an eye on stocks with low expectations to outperform them. For now, read on for Dan’s review of all the open positions in the portfolio, including a moving two stocks to hold.

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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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