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Will It Be Fire Or Ice?
Since the early 1970s, three major bull markets have ended in “fire” – an overheating economy. And three were caused by “ice” – a sudden deflationary collapse. Porter ponders what will happen with the current bull market.
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Bitcoin’s IPO Moment Has Arrived
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…
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Bond Ratings Drive This Stock Screen
In this issue of Saturday Stock Screen... we use a filter developed by Marty Fridson to sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in our Complete Investor or our other portfolios.
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The Day America Ends
About 15 years ago, Porter wrote The End of America – a 77-minute documentary that explained how America, the world’s most successful and prosperous country, was destroying itself. The final trigger, he says, will be the collapse of Social Security in 2029.
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The Super Gods Of Gas
While most of the financial world was still talking about “peak oil,” the Gods of Gas knew about massive technological improvements to drilling and fracking and figured, correctly, these innovations would once again make natural gas the world’s most important sources of energy.
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Pick A Bond… Any Bond
Today, Distressed Investing editor Marty Fridson writes that when a sell-off in distressed debt begins, and sellers vastly outnumber buyers, outstanding opportunities will exist even in bonds that face no serious risk of failing. It can be a ripe time for juicy returns.
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A Global Race For Gold Is On
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…
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A Premium Brand That Lost Its Luster
In this issue of Saturday Stock Screen... we share the process of how we sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in The Big Secret On Wall Street portfolio.
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Do Not Delete… Read Immediately
An urgent warning about the ongoing consumer credit implosion, and Porter announces our new “short” portfolio.
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Not Even The Piano Player Is Safe
Today, Distressed Investing editor Marty Fridson writes that when panic strikes and sellers vastly outnumber buyers, outstanding opportunities will exist even in bonds that face no serious risk of failing to pay their interest and principal on time and in full. It can be a ripe time for juicy returns.