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Porter & Co.’s Investment Chronicles is our guide to the most important and interesting stories from the worlds of investing, finance, and economics that’s available exclusively to Partners and Big Secret Elite members. On the fourth Friday of each month, we share the most valuable insights we come across from the hundreds of sources we regularly read and review – hedge-fund letters, annual reports, Securities and Exchange Commission (“SEC”) filings, investment newsletters, newspapers, X (Twitter) threads, conferences, podcasts, and more – and digest them into one carefully curated, easy-to-read resource.
- The big story in January was the dramatic resurgence of investors’ “animal spirits” following the Federal Reserve’s apparent policy pivot last month. This shift ushered in the fastest easing of financial conditions on record (from BofA Global Research/Barchart via X)…
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