Trade Alert: German Stocks Still Have Plenty of Downside

With the War in Ukraine threatening its energy imports, Germany has scrambled to secure alternative oil and gas supplies. But this can only go so far. The country is likely to have tight supplies and world-leading energy prices for years into the future. That would undermine its industrial sector’s competitiveness. Jim and Dan revisit a bearish trade on this ETF that is heavily weighted in German equities.

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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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