Golden Portfolio

  • 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.
  • Buffett’s Coming For Gold Stocks
    On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts who Porter follows.