Right now, U.S. gas prices are among the lowest in the world. But as America increasingly expands its LNG export infrastructure, U.S. natural gas prices will increasingly converge with much-higher international prices. And the companies that own low-cost gas reserves today will reap a windfall.
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In many ways, the 2020s inflation scenario matches that of the 1970s.
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One of many casualties of the coming corporate debt implosion.
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We’re calling the coming market carnage in corporate bonds The Greatest Legal Transfer of Wealth in History. The explosive growth, and deteriorating quality, of the “investment grade” bond universe will play a major role in the coming corporate debt crisis.
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Porter & Co. is looking for a “maniacal” distressed debt analyst… see the end of this email for details… Late last month, the Wall Street Journal passed along a “great” stock tip. It was only about a decade late. “Any stock that doubles in five years, outperforms tech giants over three years and beats more
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How to earn 243% on a Bitcoin bond. A global “Minsky Moment”. The bond bull dies. Why wealth is shifting to real assets.
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“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.
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