COBRA July Portfolio Update

The Fed’s tightening campaign, plus the global challenge of high inflation, remain the two dominant factors driving currency markets. All eyes are on the Fed as its policy is restricting liquidity on Wall Street. The U.S. dollar has been rising sharply, acting like a wrecking ball. You’ll be the first to know once Jim sees a shift that’s powerful enough to impact the currency markets. For now, Dan gives guidance on the open positions in the portfolio, including moving two from a buy to a hold.

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Jim Rickards’ Tactical Currency Profits

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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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