June Portfolio Update

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.

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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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