November Portfolio Update

Lingering concerns about inflation are spooking stocks. Investors fear the Fed might respond to lingering inflation by accelerating planned interest rate hikes. And higher rates would inflict massive pain on many of today’s highest-flying stocks. 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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