January Portfolio Update

January is off to a good start for targeted bearish trades, like those we make in Crash Speculator. Thus far, the indexes and large cap stocks have held up. But that could change in first quarter earnings season. If management attitudes about 2022 are cautious, many stocks could fall substantially. For now, Dan gives guidance on all open positions in the portfolio, including one position expiring on January 21.

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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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