crash Archives - Porter & Co.

A Lost Decade

Posted onMonday, January 13, 2025Monday, January 13, 2025AuthorPorter & Co.

Equity prices are at multi-decade highs. As such, Porter predicts, it will take at least a decade for many of today’s S&P 500 members to “grow” into their current valuations.

Heeding Buffett’s Warning

Posted onFriday, January 10, 2025Friday, January 10, 2025AuthorPorter & Co.

Fifty-five years ago, Warren Buffett announced his retirement. In 1969, the legendary investor felt he could no longer generate the 30% returns he had been generating. Then things changed…

Don’t Be Crazy

Posted onWednesday, January 8, 2025Wednesday, January 8, 2025AuthorPorter & Co.

In today’s Daily Journal, Porter writes that Americans now have more capital allocated to the stock market than ever before. And thus, stocks are now trading at record-high valuations. This has led to one outcome when this has happened in the past… And it’s not a good one.