Login

Enter your username and password below

Trade Alert: Another Opportunity To Short Basic Materials

Dan Amoss
By Dan AmossPosted April 7, 2022

With a coming slowdown in the U.S. housing market and manufacturing sector, the result will be diminished demand for industrial commodities, including chemicals. Also, a stagflation environment, driven partly by high oil and natural gas prices, is bearish for chemical stocks. Jim and Dan revisit a fund heavy in chemical and material stocks as manufacturers in these sectors are at risk of reporting lower margins and sales volumes in the coming months.

You Must Be A Subscriber To View This Content.

If you are already a subscriber, click the login button below to get access. Not yet a subscriber? Checkout our publication below and get access today!

Jim Rickards’ Strategic Intelligence PRO

Login

Dan Amoss

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...

View More By Dan Amoss

Related Posts

Sell Alert: Take a 70% Gain on Netflix

Dan Amoss
By Dan AmossPosted July 23, 2021

We expected Netflix’s second quarter earnings report to call into question how much more revenue growth the company will have in the future – especially in the saturated U.S. market. The July 20 earnings report included weaker than expected earnings and revenue growth is slowing. We didn’t plan to hold this position very long after this report, so now is the time to close out the put spread after only ten days for a great annualized gain.

Trade Alert: Triple Your Money As Streaming Runs Out Of Steam

Jim Rickards
By Jim RickardsPosted July 13, 2021

With more consumers staying home while searching for entertainment, streaming services were one of the main business beneficiaries of the COVID pandemic and lockdowns. Now, restrictions are being lifted and customers are breaking out of their quarantine cocoons and seeking live venues to spend their time and money. Jim and Dan expect this leading streaming service to struggle as increased competition and slower growth brings down its stock price in the coming weeks.

Trade Alert: 150% Gains As China Property Sinks This Bank

Jim Rickards
By Jim Rickards and Dan AmossPosted October 5, 2021

The collapse of the Evergrande real estate finance empire inside China will have ripple effects throughout the real estate markets and global financial system. Banks who are major lenders in these property markets will suffer damage in real time. Jim and Dan focus on one of the world’s largest banks as its earnings and stock price will suffer and astute investors can make significant gains as a result.

Sell Alert: Take 100% Profit On Retail ETF Puts

Dan Amoss
By Dan AmossPosted December 3, 2021

The recent spike in volatility gives you excellent conditions to take a profit on our first trade. We outlined a bear case for U.S. retail stocks and pricing is high for our XRT puts after only a month. We recommend locking in gains today.

Sell Alert: Take Profits On XLB Puts

Dan Amoss
By Dan AmossPosted May 9, 2022

Most companies in XLB are highly cyclical, so when the ISM Manufacturing Index starts falling, investors tend to rotate out of cyclical stocks. We expect XLB to trade lower in the months ahead, but our recommendation is expiring in about six weeks. So, let’s take the current profits realized from this position off the table now.

Trade Alert: A Rich Underground Miner With 100% Upside

Dan Amoss
By Dan AmossPosted March 10, 2022

As investors turn to gold as a safe haven investment during these volatile times, it makes sense to have the biggest allocation of a gold portfolio to high-grade producers. Jim and Dan recommend this small gold mining company with high-grade underground mines as its phenomenal drill results and prudent financial management will bring profitable returns for shareholders.