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A 50-Year House Of Cards
The U.S. is spiraling into hyperinflation – the stuff straight out of a Zimbabwe playbook. And, just because the U.S. is the wealthiest country in the world, everyone believes that we will get away with it. But we won’t… Ask anyone who has lived in Argentina for the last 70 years.
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Dow Theory Says The Bull Market Is Intact
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 Capital Light Business Trading At A Discount
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 Complete Investor portfolio.
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Are We In An AI Bubble?
In every great technological cycle, the enduring fortunes were made not by those who recognized the breakthrough, but by those who had the patience to own it at the right price. Amid the euphoria of the AI boom, it’s also what will separate those who keep their gains from those who merely rent them. Leading tech investor Erez Kalir provides insights.
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The Underappreciated Value Of Corporate Spin-Offs
Spin-offs don’t just perform – they outperform. The Bloomberg U.S. Spin-Off Index (BNSPIN) was up 23% in 2025, outperforming the S&P 500’s 17% gain, with 22 major spin-offs exceeding $1 billion in market value. Marty Fridson explains the dynamics behind this investing trend.
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All-In On Gold… Again
The global shift from U.S. Treasuries to gold began roughly 10 years ago, and accelerated after the U.S. seized Russia’s reserves after its war with Ukraine. As gold resumes its role as the world’s preferred reserve asset, history suggests it has much further to run… and its price per ounce will rise.
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Some Good Advice From 2025
Today, we offer three examples of Daily Journals that provided readers with real actionable advice that has provided both short- and long-term gains for those who followed it.
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High Yield Precious Metals
Today, in our penultimate installment of “12 Days,” analyst Ross Hendricks shares with readers some lessons learned from his experience overseeing Porter & Co.’s Trading Club… One takeaway: trading options is a smart way to generate income and boost overall returns, regardless of what the market does.
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The Great Portfolio Experiment
The performance of Porter’s Permanent Portfolio has been exceptional, performing exactly as it was designed to… and better that it was expected to. Great returns – with far lower volatility than the broader market. See what goes into it and why it works.
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Don’t Fight City Hall
Sometimes, the quality of an asset isn’t enough. In the energy markets, geography is destiny – and in 2025, we learned that even a billion barrels of oil can’t always beat a hostile local government.