How America Ends
With a torrent of X posts, President Trump has vowed to crush the financial elite, targeting a shadowy institution that controls America’s money. It’s not the first time a U.S. president has tried this.
Publications
A Possible Misery Index Renaissance
If the supply of distressed bonds increases, the prices of distressed bonds will likely decline. This suggests some bargains will become available for discerning, patient investors. We’ll be carefully looking over the distressed merchandise to generate profitable recommendations.
The Safest Way To Make A Fortune In Distressed Markets
In the bond market, the key to success is avoiding default. In the stock market, the key to success is even easier: it’s to only sell puts on stocks that you’re genuinely happy to own and at a strike price that reflects an excellent value.
The Kinsale Experiment
In today’s Daily Journal, Porter writes about one particular property and casualty insurance stock that’s one of America’s best new businesses… and best kept secrets. Then he invites readers to join him for a unique experience that could make them very rich.
The Hard Lesson: Buying What No One Else Wants
I’m 100% certain that if you buy these stocks, in ten years’ time, you’ll outperform the S&P 500. And, you’ll make vastly larger profits than you can make owning gold, too.
The Biggest And Best Opportunity Of The Porter & Co. Annual Conference
The markets are closed today in observance of Good Friday, so we won’t be publishing Porter’s Daily Journal as usual. In the meantime, we’re sharing a special message from Porter – originally published in the September 30, 2024 Daily Journal – detailing his favorite investment idea from last fall’s exclusive Porter & Co. annual conference.
Market Briefing: What You Need To Know About Trump, Tariffs, And The Fed
Porter, Erez Kalir, and Marty Fridson recently sat down together for a full briefing about the Trump Administration’s plans and vision for the economy, the impact of tariffs and trade war, and make our predictions about what the Fed may (or may not) do with interest rates as these events unfold.
Searching For Safe Havens
During inflationary environments, the best businesses to own are those that can grow their earnings without escalating capital investments… In other words, businesses with high capital efficiency. We share three from The Big Secret portfolio that offer the most resilience against the current economic environment.
