copper Archives - Porter & Co.

Copper is the “missing ingredient” of the anticipated “energy transition” (from The Economist on March 30)…

Posted onApril 27, 2023June 29, 2023AuthorPorter & Co.

At 76, Richard Adkerson is an elder statesman of the copper industry. For two decades he has been CEO of Freeport-McMoRan, one of the world’s biggest copper producers, valued at $55bn. He has seen it all, from short-term booms and busts to the China-led supercycle, and from industry fragmentation to consolidation. Freeport itself has pioneered

The “Black Swan” Trader Strikes Again

Posted onMarch 31, 2023July 21, 2023AuthorPorter & Co.

In today’s “two-for-the-price-of-one” recommendation, we pair one of the best distressed debt vehicles available, with a company that offers an inflation hedge through its exposure to higher commodity prices.

THE END OF AMERICA: How Inflation Destroys Civil Society

Posted onSeptember 30, 2022July 21, 2023AuthorPorter & Co.

“We’re all in it together” – How governments use fear to manipulate voters. Preparing for a “Hurricane”. A currency of energy: Bitcoin. You can’t print copper.