Login

Enter your username and password below

July Portfolio Update

Dan Amoss
By Dan AmossPosted July 14, 2022

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.

You Must Be A Subscriber To View This Content.

If you are already a subscriber, click the login button below to get access. Not yet a subscriber? Checkout our publication below and get access today!

Jim Rickards’ Crash Speculator

LoginGet Access

Dan Amoss

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...

View More By Dan Amoss

Related Posts

Your April Portfolio Update

Scott Stewart
By Scott StewartPosted April 9, 2020

In this month’s review, Scott gives his review of the entire portfolio and discusses how to allocate your capital between the speculation trade and the pro-trade that we offer for our opportunities. We now have two open positions that we are closely monitoring and will send an alert if any action is warranted for either trade. Watch the video here.

Your March Portfolio Update

Scott Stewart
By Scott StewartPosted March 17, 2021

In this month’s update, Scott gives a review of our portfolio as it currently stands. He discusses each open position and gives an update on possible early exits on these trades as we head into expirations on Friday. Watch the full video update here.

December Portfolio Update

Dan Amoss
By Dan AmossPosted December 9, 2021

We had a few nice trade exits in mid-November, and we hope many of our trades were valuable hedges for your portfolio in 2021. This put spread strategy will be even more effective if we encounter a tougher environment for the stock indices in 2022 (which we expect). For now, Dan gives guidance on all open positions in the portfolio, including two underwater positions expiring on Dec. 17.

Your March Portfolio Update

Scott Stewart
By Scott StewartPosted March 13, 2020

In this month’s review, Scott updates you on our entire portfolio and discusses the state of the market today and why it bodes well for future Crash Speculator trading opportunities. We have one pro-level trade we are closely monitoring and will send an alert if any action is needed. Watch the video here.

Your November 2020 Portfolio Update

Scott Stewart
By Scott StewartPosted November 12, 2020

In this month’s update, Scott gives a review of our portfolio as it currently stands. He discusses overall market trends and why our program that looks for opportunities to make money to the downside is so successful, even in an overall market that is heading higher. Finally, Scott gives an overview of what to expect as we head into the expiration of our two open positions next week. Watch the full video update here.

Your April Portfolio Update

Scott Stewart
By Scott StewartPosted April 8, 2021

In this month’s update, Scott gives a review of our portfolio as it currently stands. He discusses each open position and also gives an update on the SCHW adjustments we have working in the portfolio as well. Watch the full video update here.