September Portfolio Update

Investors have crowded into popular mega-cap stocks, which means there is opportunity to make tactical trades on overbought, overvalued stocks. If we get a correction in the broad market that lasts for more than a few days, our open positions could quickly rise in value. For now, Dan gives guidance on all the open positions in your portfolio.

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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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