Strategic Intelligence June Portfolio Update

The current economic environment warrants lower-than-normal valuations in the stock market. But instead, bull market sentiment is as euphoric as ever, and valuations have ramped up to near all-time highs just as the earnings stream that supports the market has collapsed. With so many insolvent companies in many sectors, the corporate default rate will remain very high in the months ahead. This bodes well for gold and gold mining stocks. For now, Dan gives guidance on all our open positions in the portfolio, including one recent position moving from a buy to a 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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