MIDAS January Portfolio Update

The breakeven inflation rate has been rising steadily because investors are expecting plenty of inflation over the next decade – even if we see scant “official” inflation in the near term. Since Jim expects stimulus programs to stimulate inflation, and not real economic growth, the TIPS market and the gold market should benefit. For now, Dan updates the latest developments for all our open positions in the portfolio.

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Jim Rickards’ Gold Speculator with Dan Amoss


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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