Trade Alert: Another Opportunity To Short Basic Materials

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.

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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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