Trade Alert: Industrial Stocks Under Fire From All Sides

Industrial suppliers expect new shutdowns from China’s zero-Covid policy to hit supply lines in the coming months. Manufacturers and distributors are switching from “just-in-time” inventory systems to “just-in-case” inventory philosophies. Jim and Dan recommend a fund heavy in industrial sector companies as the sector is at risk of reporting lower margins and sales volumes in the coming months, which will depress its stock price.

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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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