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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 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.


One Country that MUST Buy Gold to Survive

The bubble in Chinese real estate will soon be a big story soon for serious gold investors. Today, Dan Amoss, explains why, and takes a closer look how property in China is going from being a wealth creator to a wealth destroyer - an insight most westerners and even many Chinese haven't realized yet. Read on...

Osisko Bidding War Proves Gold is Underrated

What can gold investors learn from the takeover wars being fought this spring over Osisko? According to Dan Amoss, an awful lot! For starters, recent bidding reveals surprising optimism among mining CEOs and their boards - some of the most knowledgeable people on the state of the industry, with plenty of skin in the game...

Let Chinese Taxpayers Pad Your Wallet

Aluminum producers, who have seen a nice run-up in prices over the last two months, are waking up to the fact that much of the demand for their product was artificially inflated by central bank zero-interest policies or quantitative easing. What now? According to Dan Amoss, they will only need to wait for the next round to begin...

Market Ready to Meet Chinese Gold Demands

After a rough year, will gold miners stage a comeback in 2014? Dan Amoss explains how falling outflows of gold from western ETFs, combined with falling operations costs, may bring good-looking profit margins back to the industry. But the biggest factor may be a sea change in how the market valuates miners in the first place. Read on...

Shadowy Problems With the Global Banking System

In an attempt to explain last week's market sell-off, commentators have been quick to blame the weak Chinese manufacturing survey. But as Dan Amoss points out, it may be another sector of the Chinese economy that's causing all the problems. And it could affect the stability of the entire global monetary system. Read on...

How To Play The Deep-water Oil Boom: FMC Technologies

A good technology company should sell products that pay for themselves. In other words, products should have a rapid payback period for customers. In the oil field equipment business, technology should offer solutions that cut operating costs or enhance production at customers’ projects. Oil companies spend billions on large offshore oil and gas projects. Typically,...

Coming Soon: The Next Breakout For Gold

For years, the Federal Reserve has herded investors away from cash and bonds. It wants to keep investors bullish on stocks, hoping higher stock prices will create a wealth effect. Along with stories of new highs in the Dow, newspapers are running stories on the Fed’s role in pushing up prices. The Fed’s support for...