July Portfolio Update

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.

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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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