Take A 30% Gain on Cleveland-Cliffs

By Dan AmossPosted January 8, 2021

Infrastructure-related stimulus will likely arrive at some point in 2021, but the rallies in these sectors look very overextended. Our target price for CLF was $22 by the second half of 2021. It’s covered much of this ground in a matter of weeks. Since we might may be able to re-enter this position on favorable terms in the months ahead, let’s take gains today.

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Jim Rickards’ Strategic Intelligence

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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Time to Take a 29% Gain on the TLT Treasury Bond ETF

By Dan AmossPosted April 6, 2020

The combination of excessive debt, slowing growth and central bank action due to the coronavirus has pushed TLT much higher in recent months as investors fled from stocks and corporate bonds. But with the likelihood of higher yields now for newly issued Treasury bonds, this would push shares of TLT lower. So, let’s take gains today.

The Yuan’s Inclusion in World Money is Still on Track… What Happens in China Won’t Stay in China… Showdown Between Greece and Germany Was More Dangerous Than We Knew… and more!

By Jim RickardsPosted August 3, 2015

Here are the five articles I recommend you read this week. You’ll see why the yuan being included in the IMF’s world money is still on track, what happens in China won’t stay in China… the showdown between Greece and Germany was more dangerous than we knew…another reason Yellen and the Fed won’t raise rates… and more!

Book a 22% Gain on Nomad Foods

By Dan AmossPosted August 6, 2020

We’ve held Nomad Foods in our portfolio for a few years and it’s one of the best-positioned food stocks on the market. Being a leading frozen food producer, this sector has proven to be resilient during the pandemic. Nomad reported excellent financial results this morning and shares have risen to the point of being overbought, so let’s book gains on this position now.

Central Banks Trapped!

By Dan AmossPosted May 27, 2014

Here comes another credit bubble! Fewer bonds to buy and more debt mounts up on ultra-low rates.

Updates on Two Stocks

By Addison WigginPosted May 15, 2014

R&D is the lifeblood of tech, so don’t hold that spending against this long-term play.

Let’s Book 47% Gains on Maxar

By Dan AmossPosted June 29, 2020

The recent Vricon acquisition by Maxar was celebrated by investors in the space intelligence sector with a pop in its stock price. The market often misprices a company’s business initially and quickly revalues it to the upside or downside. So, with the recent surge in MAXR after only two months, let’s take gains on this position today.