May Portfolio Update

By Dan AmossPosted May 12, 2022

Although we launched this research service in mid-March in the midst of a sharp rally, we managed to lock in gains on SQ and SPR puts since our last update. While we expect lower prices for stocks with low Bubble Scores, we are also wary that a sharp rally could arrive at any point. For now, Dan gives guidance on our open recommendations in the portfolio, including moving one position from a buy to a hold.

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Jim Rickards’ Countdown to Crisis

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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Quarterly Portfolio Allocation Update

By Dan AmossPosted April 20, 2022

Jim believes we’ll be in a stormy market environment for the next few years. And one of the keys to preserving your wealth is allocation — dividing your money to maximize potential gains while protecting against risks. Since we’re expecting tough times, it makes the most sense to concentrate your cash in assets that thrive in adverse markets. Dan gives allocation guidance in a variety of asset classes to maximize your portfolio’s performance.

April Portfolio Update

By Dan AmossPosted April 13, 2022

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.

Special Report on the Meeting of the Federal Open Market Committee (FOMC) July 28, 2022

By Jim Rickards and Dan AmossPosted July 28, 2022

Jim gives a recap of the FOMC meeting and the latest decision for another interest rate hike. He details what this will mean for markets going forward as well as expectations for inflation and the current recession. Also, Dan provides a portfolio update on all the open positions in the portfolio.

July Portfolio Update

By Dan AmossPosted July 14, 2022

Wednesday’s news of a 40-year high in the official inflation number of 9.1% is making headlines. As noted in last month’s portfolio update, we are in the early stages of a bear market. It’s likely to include harrowing declines and equally shocking rallies. But until the Fed changes its policy, the path of least resistance for most stocks is lower. For now, Dan gives guidance on our open recommendations in the portfolio, including moving three positions from a buy to a hold.

June Portfolio Update

By Dan AmossPosted June 8, 2022

Jamie Dimon has a dire warning for investors and the Fed may disappoint bulls with a hawkish outlook for rate hikes going into the June 15 FOMC meeting. That means the path of least resistance for most stocks is lower. Also, with investors looking complacent after a bounce from late-May lows, we are evaluating new trade recommendations. For now, Dan gives guidance on our open recommendations in the portfolio, including moving one position from a buy to a hold.