Strategic Intelligence May Portfolio Update

Gold and silver stocks were weak for most of the first quarter, but had a strong rebound in April and early May. Through all of this, the case for owning gold and silver got better even as prices corrected. That’s why we recommended precious metals stocks so often in recent months. For now, read on as Dan reviews all the open positions in the portfolio, including moving one recommendation 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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