July Portfolio Update

JP Morgan raised its credit loss provision for the second quarter in a row, pointing to a rise in credit losses later this year. This is not good news for companies with weak balance sheets. We think we are well-positioned in our two open trades in the portfolio. For now, Dan gives guidance in this month’s portfolio review.

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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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