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Posts by: Dan Amoss

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Dan Amoss

Dan Amoss, CFA, is a student of the Austrian school of economics, a discipline that he uses to identify imbalances in specific sectors of the market. He tracks aggressive accounting and other red flags that the market typically misses. Amoss is a Maryland native, a graduate of Loyola University Maryland, and earned his CFA charter in 2005. In spring 2008, he recommended Lehman Brothers puts, advising readers to hold the position as the stock fell from $45 to $12. Amoss is managing editor of the Strategic Short Report.

  1. Strategic Short Report

    Your New Short Play on Banking Risk; Update: PAAS • May 18, 2012

    Here are four reasons to add another Spanish bank short today as Moody’s downgrades. This teetering bank could fall to $2 from its lofty perch of $6 today. Plus, we update our main silver holding.…Read more…

  2. Strategic Short Report

    Ghost Towns in Spain Haunt This Bank • May 18, 2012

    Row after row of empty townhouses: no pedestrians, no sign of human activity. Some foolish bank financed this mistake. It’s carrying the loan on its balance sheet at an excessive valuation. It’s done so much of this that I see it going to just $2 per share — sending puts up 200%…Read more…

  3. Daily Reckoning

    A Big Oops at JP Morgan! • May 14, 2012

    Congratulations, Federal Reserve! Your zero interest rate policy tempted the world’s most-sophisticated bank to create its own toxic blend of interest income in the derivatives markets. JPMorgan made headlines late last week for a $2 billion trading loss that’s likely to grow over time. Today, the bank’s CIO fell on her sword for the trading …Read more…

  4. Strategic Short Report

    Action on the North Sea Oil Front; Hold Your Shares • May 2, 2012

    Closing an acquisition on the North Sea is hard work if Chevron has its say. Here’s why we’ll stick to our guns and wait out the fight. Once this acquisition is closed, it will add 10,000 barrels per day of Brent oil production to this company’s cash flow statement.…Read more…

  5. Strategic Short Report

    Why Spain’s Housing Crisis Will Be Good for Gold • April 13, 2012

    A veneer of freshly printed euros is all that’s holding Spain together. Its banks’ carry trade profits from the ECB are wiped out. Eighty percent of Spain’s household wealth is in housing. Sound familiar? Spain will need four TARPs. Get prepared for another bubble.…Read more…

  6. Daily Reckoning

    The Unsolved Euro Crisis • April 12, 2012

    The Euro crisis is not “solved.” Not by a long shot. Yet Bloomberg reports this morning (i,e, March 2nd) that European leaders “declared a turning point in the Greece-fueled debt crisis.” The next project for the busybodies: a commitment to a “pro-growth agenda.” This agenda, we can be sure, will involve the few remaining creditworthy …Read more…

  7. Whiskey and Gunpowder

    The Future of Higher End Housing Prices • March 20, 2012

    Between government stimulus spending and zero interest rate policies, today’s business managers can’t be confident that price and profit signals are valid. Even if your business isn’t tied directly to the federal budget, it’s likely that many of your customers or suppliers depend on federal spending in some fashion. Federal subsidies are never free. One …Read more…