
How Buffett Should Retire
Tomorrow, May 3, is the annual Berkshire Hathaway meeting, and Porter reviews Berkshire’s performance and offers a solution for Warren Buffett that would make shareholders very happy.
Tomorrow, May 3, is the annual Berkshire Hathaway meeting, and Porter reviews Berkshire’s performance and offers a solution for Warren Buffett that would make shareholders very happy.
Today, Porter explains how he uses the options market to establish major positions in his portfolio, while, at the same time, generating safe cash returns that are vastly more than one can earn in fixed-income securities.
In this issue, we detail one of the most consistent trading strategies for generating 20% to 30% yields, or buying the world’s best businesses at discounted prices. We include a live trading idea that currently offers a 28% annualized return, or the chance to buy one of the world’s best businesses at an 11% discount to its current price.
With a torrent of X posts, President Trump has vowed to crush the financial elite, targeting a shadowy institution that controls America’s money. It’s not the first time a U.S. president has tried this.
In today’s Daily Journal, Porter writes about one particular property and casualty insurance stock that’s one of America’s best new businesses… and best kept secrets. Then he invites readers to join him for a unique experience that could make them very rich.
I’m 100% certain that if you buy these stocks, in ten years’ time, you’ll outperform the S&P 500. And, you’ll make vastly larger profits than you can make owning gold, too.
The markets are closed today in observance of Good Friday, so we won’t be publishing Porter’s Daily Journal as usual. In the meantime, we’re sharing a special message from Porter – originally published in the September 30, 2024 Daily Journal – detailing his favorite investment idea from last fall’s exclusive Porter & Co. annual conference.
With volatility and uncertainty still riding high as a result of the Trump administration’s ongoing trade war, Porter is turning the Daily Journal over to Erez Kalir today. Though he leads Porter & Co.’s Biotech Frontiers, Erez has vast knowledge of the broader markets and years of experience with some of the best minds in finance… and he’s seeing a dramatic change in the U.S. Treasury market that could have profound implications for investors.
Given the unprecedented scope of the recent bull market, it could easily take a decade or more for our markets to reach bottom. It’s true. These cycles take a long, long time to sort out.
We are in the early stages of a massive financial reordering that will end the U.S. dollar’s status as the world’s only reserve currency. We will see the dollar, the euro, gold, the Chinese yuan, and Bitcoin all compete to be the monetary reserve currency.