November 2023 - Page 5 of 6

The U.S. Securities and Exchange Commission (“SEC”) hasn’t approved a Bitcoin spot ETF, but signs suggest it’s simply a matter of time (from Eric Balchunas via X)…

Posted onThursday, November 30, 2023Sunday, December 3, 2023AuthorPorter & Co.

Hearing chatter SEC’s Trading & Markets engaged w/ exchanges this week on spot bitcoin ETF 19b-4s, is advising them they’d like the ETFs to do cash creates (vs in-kind), and has asked them to get in amendments in [the] next couple [weeks]. This isn’t unexpected but [is a] good sign nonetheless. Cash creates makes sense

Notable Institutional Buying

Posted onThursday, November 30, 2023Sunday, December 3, 2023AuthorPorter & Co.

Notable Insider Buying

Posted onThursday, November 30, 2023Sunday, December 3, 2023AuthorPorter & Co.

When Recession Strikes, Distressed Pickings Rise

Posted onFriday, November 24, 2023Tuesday, December 19, 2023AuthorPorter & Co.

As the economy begins to contract, the opportunities in distressed debt will become more numerous and appealing.

Five Steps to Timing the Market

Posted onFriday, November 24, 2023Wednesday, November 22, 2023AuthorPorter & Co.

Happy Thanksgiving from Porter & Co.! As a special holiday treat, we’re sending you Porter’s contrarian classic “Five Steps to Timing the Market,” first published in 2015 by our friends at Stansberry Research.

Buffett Is Hoarding Cash

Posted onFriday, November 17, 2023Monday, November 20, 2023AuthorPorter & Co.

Whenever Warren Buffett sees bad times approaching, he raises a pile of cash and then deploys it on exceptional companies. It’s an approach that has much to teach investors when we carefully examine his historical sells and major buys.

An Under-the-Radar Defense Giant Set to Soar Higher

Posted onFriday, November 17, 2023Monday, November 20, 2023AuthorPorter & Co.

War is a growth industry in today’s world – in Ukraine, the Middle East, and many other fronts. The company we recommend in this issue is a key player in supplying defense technology including drones, fighter jets, and light tactical vehicles.