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Our newsletter pulls you inside a world of insightful, humorous and contrarian investment advice straight from our global network of experts.

 
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Dan Amoss

Dan Amoss CFA is Managing Editor of Strategic Investment, the highly respected US newsletter. Previously Dan worked at Investment Counselors of Maryland - investment advisors tor one of America's top small-cap value mutual funds over the past 15 years.

 
 
Oilfield Technology: What Does The Future Hold? - by Dan Amoss

Opinions differ about future capabilities of oilfield technology...and while both sides have valid points, Dan Amoss feels that it's important to remain focused on progress underway at major projects and depletion of large existing fields, and not argue about potential resources thirty years into the future. Read on...


Investing in oil drilling equipment - by Dan Amoss

...This confirms that the trend of declining US oil well productivity is being felt in basins around the world...


US housing market: Speculation hangover - by Dan Amoss

...The hangover in the US housing market will clearly not be as severe as it was in the case of the NASDAQ's 78% peak to trough decline, because houses (generally) have more durable, tangible value than stock certificates. But by no means is US housing about to turn around and rocket upward once again...


Figuring out Fannie - by Dan Amoss

"...Today's financial engineering enables a group of Japanese retirees in Yokohama to finance the mortgage of a crane operator in Buffalo, a teacher in San Diego, and thousands of other Americans. But is it safe...?"


Figuring out Fannie - by Dan Amoss

...Fannie Mae, the US mortgage-lending giant, is a hard nut to crack. And as US housing market worsens, a disconnect is growing between those who underwrite mortgages...and those who end up holding them...


Inflation and global monetary tightening - by Dan Amoss

...Fears of CPI inflation and inflation expectations spiraling out of control are the stated reasons for the current round of global monetary tightening...


The Great Depression and today's economy: Then and now - by Dan Amoss

...The important lessons of the Great Depression for today's economy lie not in the New Deal's remedies to its fallout, but in tracing its origins back to the seeds that were sown by post-World War I Fed policies...



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