April Portfolio Update

After nearly two years of the most recklessly loose monetary policy in history, the Fed letting its foot off the gas pedal may feel like slamming the brakes.
We have a new set of factors driving investors’ actions: uncertainty unleashed by the Russia-Ukraine war, related financial sanctions, and skyrocketing commodity prices. All these factors give value to the put options we focus on in Crash Speculator. For now, Dan gives guidance in this month’s portfolio review.

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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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