Porter & Co.’s two-day Annual Conference commenced today at Porter’s farm just outside Baltimore. Partner Pass members from around the country… indeed, the world… gathered for a reception and breakfast before Porter & Co. CEO Jared Kelly welcomed attendees this morning. The agenda for day one included more than a dozen presentations, discussions, and speakers.
In this issue, we’re doing something a little different: a full deep dive into the thesis behind today’s particular trade – because this story goes beyond just the bullish thesis behind the recommendation itself.
Understanding the gold price – being able to predict it accurately – is one of the oldest and most valuable secrets in the world. Porter reveals it today.
In the future, historians will date the beginning of America’s Second Civil War to the fall of 2025 – in part because of the shootings of Donald Trump and Charlie Kirk, but also because of the big lie around Social Security.
Each Friday, we provide an update on the current live tracking portfolio (as of the previous day’s closing prices), a summary of the last week of trading activity, and updates on any significant developments among the companies we have positions in.
In this week’s issue of The Big Secret On Wall Street, we perform a brief market analysis following the Fed’s rate cuts and a comprehensive portfolio review on four of our holdings as well as offering actions to take.
In the May 9 Distressed Investing report “Cracking The Code,” we recommended purchasing Green Plains’ 2.25% bonds maturing March 15, 2027. We now recommend selling those bonds. In May, when we recommended them, the bonds were trading at $785, which equated to an annual return of just over 16%. We suggested pairing each bond with
