Private Equity Is Coming For Your 401(k)

Every week, the team at Porter & Co.’s Sunday Investment Chronicles pores over thousands (and thousands) of articles, reports, social media posts, analyses, regulatory filings, and anything else we can get our hands (and eyes) on to understand what’s happening in the world of investing and finance – and to uncover the most original, compelling, and double-head-fake ideas…

Why Musk Won’t Save Us

In our democracy there’s a huge incentive for people to vote for benefits (money, credit, patronage) they do not have to pay for. These incentives create huge inefficiencies in our economy. Thus, Porter writes, it’s unlikely Elon Musk or anyone will be able to reduce government spending – and Social Security will disappear.

What Bonds Do When No One Is Watching

Stocks dropped 10% over a four-week period in February and March. As is usually the case, the performance of bonds didn’t capture quite as many headlines. But their behavior as equities sank is worth examining – especially by investors who don’t know about the benefits of distressed bonds.

When Bad Things Happen To Good Businesses… Buy

Despite the risks and volatility in the U.S. stock market, there are many bargains emerging – if you know where to look. In this issue, we’re providing updates for six stocks in the portfolio that each trade at highly attractive valuations – and are being overlooked by Wall Street.

Sell Alerts: TG Therapeutics (TGTX) and Humacyte (HUMA)

Dear Biotech Frontiers subscribers, I’m writing to you with two sell recommendations from the Biotech Frontiers portfolio this morning – one driven by good news, the other by bad. Let’s start with the good news. Last July, we recommended TG Therapeutics (Nasdaq: TGTX) with an entry price of $18.79 per share. We suggested that TG

A Major Shift In The Global Monetary System May Be Imminent

Welcome to the Daily Journal Sunday Investment Chronicles: All the insight from the past week that you need to know, in one convenient place… Every Sunday we’ll highlight the most compelling insights from Porter & Co., and we’ll also share the most interesting and valuable research from elsewhere in the worlds of investing, finance, and economics that we come across each week.