Editor’s note: Dan Denning is the co-author of The Bonner-Denning Letter. Every month, he and Bill Bonner (the founder of Agora Financial’s parent company, The Agora) pen their contrarian thinking to provide insights you won’t find anywhere else.
Before joining Bonner & Partners, Dan was a founder of Southbank Investment Research, the leading independent financial publisher in the UK. He also founded our sister business, Port Phillip Publishing, and is the author of the 2005 book The Bull Hunter.
Dan’s belief in free markets, sound money, personal liberty and small government has underpinned everything he’s done during his 18 years in the financial publishing industry.
I hope you’ve had a wonderful break. They always go so quick!
Last Friday, I told you about an interview I did with financial analyst Dan Denning recently.
You can see the first video here.
Today I have another snippet for you.
One of Dan’s major themes at the moment is the pushback the major US technology stocks are getting from the way they monetise our data.
This could be a powerful headwind for the US market, at least as far as the FAANG stocks are concerned.
As I said last Friday, when Dan talks, I listen. You should too!