In today’s Journal, Porter takes on a seemingly impossible task – improving by 3x the performance of investor Harry Browne’s Permanent Portfolio, without increasing the risk of Browne’s legendarily low-beta approach to investing.
Today we’re discussing how rate cuts and consumer weakness play out in the markets, what might happen, and how to prepare. What follows are hard-earned, actionable insights from Porter Stansberry, based on his 25 years of navigating markets.
While you may not be able to buy up billions in insurance-company float like Warren Buffett does, you can invest directly in well-run property and casualty businesses that are growing their float far larger than the overall market is.
Editor’s Note: Last week in The Spotlight, we introduced you to Tom Dyson. Today, we’re thrilled to bring you more exclusive research from Tom and his team at Bonner Private Research. I (Porter) have known Tom Dyson for more than 20 years. He’s a fantastic analyst with a unique view of the financial markets that I believe
While you may not be able to buy up billions in insurance-company float like Warren Buffett does, you can invest directly in well-run property and casualty businesses that are growing their float far larger than the overall market is.
From Warren Buffett’s performance with American Express and our own track record of winners, history shows what can happen when you hold on to great businesses through thick and thin.
As low-cost EV manufacturers lead the transition to electrified transport, and with lithium (the key component of electric vehicle batteries) prices down 85% in the last three years, the lithium mining industry has become one of the most beaten down in the stock market. That has created the ultimate contrarian opportunity we introduce in this issue.
Shares of America’s largest insurer soared in August after a strong earnings report, Warren Buffett bought into one Big Secret portfolio company, and a beverage company continues to show promise despite months of struggling to increase sales.
For more than 20 years, Porter wrote to his subscribers. Now he is ready to do so again. There’s a lot he can teach about investing and about life. And the most valuable things will be counterintuitive and will challenge your preconceived notions.
Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts who Porter follows. (If you missed our announcement explaining this new membership benefit, The Porter & Co. Spotlight, you can read it here.) Each month we’ll focus on an analyst