Porter & Co.
The Red-Headed Stepchildren That Could Generate Trillions In Wealth
With volatility and uncertainty still riding high as a result of the Trump administration’s ongoing trade war, Porter is turning the Daily Journal over to Erez Kalir today. Though he leads Porter & Co.’s Biotech Frontiers, Erez has vast knowledge of the broader markets and years of experience with some of the best minds in finance… and he’s seeing a dramatic change in the U.S. Treasury market that could have profound implications for investors.
Musk’s Mind Control
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.
A Review Of The “Bidding”
Given the unprecedented scope of the recent bull market, it could easily take a decade or more for our markets to reach bottom. It’s true. These cycles take a long, long time to sort out.
Don’t Forget To Be An Investor
We are in the early stages of a massive financial reordering that will end the U.S. dollar’s status as the world’s only reserve currency. We will see the dollar, the euro, gold, the Chinese yuan, and Bitcoin all compete to be the monetary reserve currency.
Car Talk
The bond we are recommending this month was issued by a spinoff technology company that is the leading player in a growing industry. Now under new management it is doing the right things and beginning to turn the company around.
The Baby Berkshire
The company we’re recommending in this issue is a diversified conglomerate with investments in insurance, energy, and hospitality. The founders were modestly successful as hotel operators, but they turned out to be world-class capital allocators and business buyers, turning a $100,000+ loan into billions of dollars.