Buffet’s Silver Signal
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.
Porter & Co.
What’s Happening In The Markets?
Over the last 50+ years, the entire global financial system has been organized around paper money. But, there’s a problem: fiat systems always fail. And the current system is now starting to break down, Porter writes.
Stocks Follow Bonds
Best known as a master in the field of high-yield bonds, today Marty Fridson shares insight into how he selects distressed equities – which are helping drive the total return of his Distressed Investing advisory higher.
Porter & Co. Distressed Investing Open Forum with Jared Kelly and Marty Fridson
“Dean of High Yield” Martin Fridson explains the ins and outs of distressed debt – what it is, how and when to buy it, and his top three plays right now – in this in-depth conversation with Porter & Co. CEO Jared Kelly.
A Miracle Drug For A Dreadful Disease
This month, Erez Kalir focuses on a company that has developed a drug that promises to be a game-changing therapy for severe pulmonary conditions for which there is currently no treatment.
How Porter’s Permanent Portfolio Is Working Out
Our goal with Porter’s Permanent Portfolio is to improve the portfolio’s average returns without increasing its volatility. We’re trying to create a portfolio that can produce returns in the most efficient way possible, with the least amount of volatility. Here is how it’s going.
The Massive Energy Opportunity Wall Street Is Missing
The company whose shares we recommend in this issue represents a rare asymmetric opportunity in the energy market. The company combines stable cash flows and huge untapped discoveries – yet trades at a beaten-down valuation.
When To Buy Stocks?
Bond investors can earn even more than stock investors during market panics – while taking far less risk. And we might be close to a market panic…