C.O.B.R.A. October Portfolio Update

In the U.S., investor expectations for a tapering of the Fed’s QE program have been lifting the dollar against most other currencies. But new federal spending could result in a surge in new Treasury note yields and the Fed could alter its QE plans. For now, Dan gives guidance on the open positions in the portfolio.

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Jim Rickards’ Tactical Currency Profits

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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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