Editor’s Note: 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. If you’re new to The Big Secret on Wall Street and want to learn more about this membership benefit, you can read
Editor’s Note: 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. If you’re new to The Big Secret on Wall Street and want to find out more about this membership benefit, you can read all about it here. And
Editor’s Note: 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. If you’re new to The Big Secret on Wall Street and want to find out more about this membership benefit, you can read all about it here. What’s
Editors note: 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. My Brother From Another Mother We’re about as dissimilar as it’s possible to be. I’m a dyed-in-the-wool American who loves hunting, fishing, and raising a ruckus. If
Editor’s Note: 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. Causing Chaos at the Conference I (Porter) have been in the financial world for close to 30 years. During that time I founded the world’s
Editor’s Note: This month our Spotlight has been on the brilliant Tom Dyson and his equally-brilliant partners at Bonner Private Research, Dan Denning and Bill Bonner. In their first Spotlight, Tom recommended the beaten-down Israeli cargo firm, ZIM Integrated Shipping, writing: “Much can go wrong with this idea between now and the rest of the year, especially if the Red Sea opens
Editor’s Note: Last week in The Spotlight, we introduced you to Tom Dyson. Today, we’re thrilled to bring you more exclusive research from Tom and his team at Bonner Private Research. I (Porter) have known Tom Dyson for more than 20 years. He’s a fantastic analyst with a unique view of the financial markets that I believe
Editor’s Note: 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. (If you missed our announcement explaining this new membership benefit, The Porter & Co. Spotlight, you can read it here.) Each month we’ll focus on an analyst
Editor’s Note: On Mondays 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. This month’s spotlight has been focused on the legendary George Gilder, one of Porter’s earliest influences and mentors, and we end this series with a
Editor’s Note: This month our Spotlight is focused on George Gilder, the man Porter calls “the prophet” and says was instrumental in shaping much of his economic thinking and analysis. Last week we introduced you to Part I of George Gilder’s New American Century thesis (click here to re-read) and why he believes we’re about to enter a new era