November Portfolio Update

An efficient supply chain requires affordable energy and human ingenuity to solve bottlenecks. Unfortunately, what normally runs smoothly in the background has been making news. Critical links in the supply chain are missing or malfunctioning. Shortages of specific items are cropping up here and there. We will be monitoring this situation to determine our stock recommendations in future issues. For now, Dan gives guidance on all the open positions in your portfolio.

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Jim Rickards’ Strategic Intelligence

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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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