At Porter & Co. we are determined to be your best source of investing, economic, and financial insight, and your first choice for information about what to do with your money… in the entire world, bar none.
This is Porter & Co.’s Sunday Investment Chronicles. Every week, the Porter & Co. research team 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…
… and we curate the best of those here. We do it all the old fashioned way: Hours of reading and brainpower (no AI curation here). We read everything – for you.
In Case You Missed It
In Monday’s Daily Journal, Porter answered reader questions about how to protect yourself from a global financial reset. In short, he said…
“Friends, I’ve been teaching investors how to protect themselves from the government’s runaway debts and deficits since I wrote my first documentary about these problems (The End Of America) in 2010.
I believe there are three core things to do to protect yourself:
- The very best way to protect and continue to grow your wealth is to own a great business
- You must own gold, and I believe Bitcoin is becoming a world reserve currency, too
- You must raise cash, so that you’re prepared to take advantage of extreme volatility”
In Wednesday’s Journal, we reported… If you had invested in our “Best Buys” – three recommendations we highlight in every issue of The Big Secret On Wall Street that are currently at an attractive buy point – when they were released over the last two-plus years, that portion of your portfolio would be up 28% – double the 14% return if you had instead bought into the S&P 500.
In Thursday’s The Big Secret On Wall Street, we revealed that over the past five years, four leading tech companies – Amazon, Alphabet, Meta, and Microsoft – have dramatically extended the lifespan assumptions for their data-center servers and networking gear. Then, we added:
From a corporate perspective, this move was perfectly legal and arguably even rational. But, as we will explain, the financial impact of these changes was huge – and not all of it can be attributed to genuine technological improvements. Rather, much of it merely looks like an opportunistic accounting trick to goose earnings.”
Also on Thursday, Erez Kalir released his latest Biotech Frontiers issue, in which he provided a detailed overview of genetic medicines and the genomics space – chronicling the tremendous advances that will begin to see new drugs and investment opportunities happen in the near future. He wrote:
To help us track this theme, I’ve created the Biotech Frontiers Advanced Genetic Medicines Watchlist. We inaugurate this watchlist with 10 companies I believe are the most promising genetic medicines companies investable in the public markets today. We’ll use the AGM Watchlist to monitor trends in the genetic medicines domain and, of course, to drive recommendations when one or more of these names becomes a compelling investment opportunity.”
And on Friday, Porter wrote in the Daily Journal titled “A Market Correction Long In The Making”: “Until a few weeks ago, the stock market was trading at the highest prices (measured against earnings) that we’d ever seen before in history. More expensive than 1929. More expensive than 2000. In fact, you had to go all the way back to 1844 (during the first railroad boom) to find a time where stocks were this expensive”… Reporting that the Volatility Index had risen above 40, he added, that usually means it’s time to buy. But not yet:
Wait for great values to emerge. They will.”
The Best Things We Read Last Week
Out of the hundreds of sources of investment, finance, and economics news and insight we regularly review – our Bloomberg terminal, hedge-fund letters, annual reports, the financial news media, Securities and Exchange Commission (“SEC”) filings, investment newsletters, newspapers, X (Twitter) threads, conferences, podcasts, and more – here’s what we’ve read that we think you might find interesting.
Markets And Economics
The Legends Speak
SPONSORED BY ONEBLADE: A $10 Million Shave?
Ten years ago, a single shave cost Porter $10 million…
It all started in Rimini, a remote Italian village on the Adriatic coast. In a dusty, old barbershop that could’ve been a front for the mafia, Porter experienced what he calls the perfect shave. Ever since that shave, Porter became obsessed with getting the same shave at home. Ten years and $10 million later, he created OneBlade – the world’s finest safety razor. A razor that redefines shaving perfection. Today, you can try the OneBlade Genesis, use STANS15 for 15% off, exclusive for Porter & Co. readers.
Government Bonds And Credit
Energy
Bitcoin And Crypto
Trump Orders New Wealth Fund for America
Did you catch the news?
Recently, Trump’s Treasury Secretary let slip:
“We’re going to monetize the most valuable asset of the United States.”
What did he mean, exactly?
As you’ll see, Trump could soon unleash a massive new boom in America. One that could dwarf the rise of crypto and NVIDIA, combined.
Former Presidential Advisor, Jim Rickards says:
“We’re talking about a state asset that’s so large – if you divide the figure by the number of households in America, it’d be enough to make every family millionaires.
And it will be unleashed starting as early as May 3rd.”