Project Prophesy September Portfolio Update

The stock market has continued its historic run since our last update in early August. Most stocks continue rising at astounding rates, ignoring the reality that large chunks of the global economy are being sustained by government stimulus programs. We still like gold stocks and think certain areas of the market, like high-dividend stocks, could have strong rallies to catch up with the rest of the market. For now, read on as Dan gives guidance on all the open positions in the portfolio, including one position being moved 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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