Strategic Intelligence July Portfolio

An economy that requires trillions in stimulus and zero interest rates to function is an economy that is fragile. In other words, it’s hard to imagine it standing on its own two feet. As we move into the second half of the year, will markets start reacting to the real economy or stay afloat with a continual Fed injection of cash? For now, let’s review all our open positions in the portfolio.

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Jim Rickards’ Strategic Intelligence

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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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