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Dan AmossDan 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 gained 462% as the stock fell from $45 to $12. And he called American Airlines’ bankruptcy long before the Chapter 11 filing, telling readers to short the stock, which tanked from $6 to just 26 cents.

Formerly, he was investment adviser to one of the top small-cap mutual funds in the country. He grew up on a semi-working small farm that his great-grandfather bought in 1907, learning thrift and the value of hard work through generations. 

This informs his drive to seek truth and expose frauds and promotions that suck in investors. He cut his teeth in finance interviewing management teams in “roadshows” and so knows the kind of BS they sell.

His bottom-up investing style focuses on management strategy, return on capital and the truth (and lies) buried in financial statements.


New Kissinger Cross: Trump Inflation Fears Get a Reality Check

Expectations for a rapid rise in U.S. inflation have pushed U.S. Treasury bond yields sharply higher and prices lower. But this move has gone too far, prematurely anticipating an inflation that has yet to arrive. Call options on IEF, the biggest ETF of intermediate-term U.S. Treasury bonds, are the lowest-risk way to profit from our Kissinger Cross indicator. Read on for our recommendation…

Intelligence Triggers Portfolio Update

Right now, investors are euphoric because of Trump’s win and the rise in the markets. But based on the political tug-of-war Jim outlines, euphoria should soon give way to skepticism. As new information about the direction of fiscal and monetary policy arrives, we will incorporate it into our Kissinger Cross charts. Read on for our latest guidance …