May Portfolio Update

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

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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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