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

One of the more interesting developments in the currency market over the past month has been the sharp decline in the Japanese yen. A weaker yen puts pressure on Japan’s export-driven competitors in South Korea and China to devalue their currencies. This is something we are watching regarding future trade recommendations. For now, Dan gives guidance on the currency positions in the portfolio, including two positions moving to holds.

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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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