October Portfolio Update

Changes in China’s property sector and banking system is one of the biggest blind spots in today’s market. A managed cooling of China’s once-hot property market and credit system has bearish long-term implications for stocks ranging from HSBC to GM to Caterpillar. As always, we will pursue what the market offers us, looking for the best setups we can find in put spreads. For now, Dan gives guidance on the open positions in the 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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