Porter & Co.
Trump’s Inflation Triggers
In this issue, analyst Erez Kalir focuses on a Big Picture inflection point that he says is crucially important for biotech holdings as well as every other investment in an investor’s portfolio.
U.S. Versus The World
U.S. equity funds have experienced more inflows of capital than any prior year on record – and four times as much as is going into non-U.S. equities. The divergence is creating a big buying opportunity.
The Wild West Of Bonds
The collapse of Drexel Burnham Lambert in 1990 triggered a collapse of the high-yield bond market: not a single new high-yield issue came to market for the whole remainder of the year. Marty Fridson recounts how the Great Debacle came to be.
Just When I Thought I Was Out…
This week Porter shines the Spotlight on Marc Chaikin, one of the first analysts to really start utilizing financial data to analyze the markets. And to say that what Marc created was revolutionary is an understatement. He reshaped the entire trajectory of stock trading for generations of investors.
It Seems Like Magic…
In today’s Daily Journal, Porter gives readers the one, big secret to investing. It’s the only real, true secret of finance. And once you understand it, you’ll be a far better investor.
How to Be A Man (and I’m not talking about money…)
Today, Porter is writing about the legacy he’s trying to build… something outside of finance and investing. Instead, it’s something that symbolizes the things that are so important about being a man: consistency, strength, resilience, tradition, excellence.
Distressed Bonds Go Their Own Way; Plus a Sell
When interest rates go up, bond prices go down. Most segments obey that rule, by falling in price, as the benchmark 10-year Treasury yield rose. But not distressed bonds.