The U.S. Will Default: It Always Does
In today’s Daily Journal, Porter writes that there’s a growing likelihood that the entire U.S. financial system will have to be “reset,” because our government cannot afford these debts.
inflation
A Simple Strategy That Pays Big Rewards
Today, Porter says: If you’ve never shorted a stock before, start small… just sell one share short. It’s a good way to learn how to profit from companies that are definitely going to collapse in a credit-default cycle. Don’t just watch your savings evaporate. Do something. And do it now.
The Coming Tariff Insanity
Porter reminds readers of the tariff, enacted more than 100 years ago, that decimated farmers and that set in motion the economic forces that led directly to the Great Depression. Sadly, he says, the current administration seems not to have learned from what history taught us.
Trump’s Inflation Triggers
In his election-night speech following his resounding victory on November 5, President-elect Donald Trump expressed what would happen after he took office. So what has Trump promised to do, economically? In today’s Daily Journal, Erez Kalir focuses on three key pillars of his policy agenda: tariffs, immigration, and taxes.
Here We Go Again: Welcome To The 1970s
Soon, we’ll see the return of the “misery index,” Porter predicts in today’s Daily Journal – with both inflation and unemployment running at around 6%.
Commercial Real Estate Looms As A Massive Market Risk
The heads are finally starting to roll in commercial real estate. And another $200 billion of office mortgages remain outstanding and will need to be refinanced before the end of 2026. This could turn out much worse than the subprime-lending fiasco from 2007.
Surviving Financial Repression
Today, Porter explains how many Americans have only seen their wealth increase slightly in nominal amounts over the past decades… while there’s been a 10x increase in the money supply propelling the wealth of the top 0.1%. In real terms, the bottom half has gotten wiped out by inflation.
Beware The Four Horsemen of America’s Coming Financial Apocalypse:
Even with stocks at all-time highs, the price of gold soaring, employment strong, and inflation at 3%, America faces its gravest financial situation of all time… In today’s Daily Journal, Porter explains why.
Medicine 3.0: Investing in Ways to Live Longer
recommendations in Porter & Co.’s Biotech Frontiers are focused on eradicating some of the most pernicious diseases affecting people today. In this issue, we focus on many of those diseases, with a focus on how we can prevent them or cure them.
Powell Gets Punched in the Mouth
In normal environments, the Fed is in sync with the market, so when the Fed cuts rates, long-term borrowing costs follow that path. But when the Fed does the wrong thing – long duration bonds like the 10-year U.S. Treasuries run screaming in the opposite direction. That seems to be the case now.