Strategic Intelligence June Portfolio Update

As meme stocks continue to create havoc for fundamental investors, one way to navigate this new environment is to limit stock positions to carefully chosen companies that you’re happy to hold over the long term, even if they trade lower in the near term. The silver lining in today’s cloudy market environment is that once manias fade, people tend to rediscover classic, time-tested investing principles. For now, Dan gives guidance on all the open positions in the portfolio, including four positions moved from buy status to a hold.

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Jim Rickards

James G. Rickards is the editor of Strategic Intelligence, Crash Speculator, Gold Speculator and Tactical Currency Profits. An Ex-CIA insider, he is also an American lawyer, economist, government advisor and investment banker with 40 years of experience working in capital markets on Wall Street. He was the principal negotiator of the...

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