April Portfolio Update

The past several trading sessions have seen renewed investor concerns that the Fed means business when it says it’s going to tighten policy. It will take a while for investors to get used to tighter policy and how damaging it will be for the riskiest stocks, which will help our put positions. For now, Dan gives guidance on our first two recommendations in the portfolio, including moving from a buy to a hold.

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Jim Rickards’ Countdown to Crisis

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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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