Porter's Daily Journal Archives - Page 2 of 17

Stablecoins Just Got Real

Posted onWednesday, June 18, 2025Wednesday, June 18, 2025AuthorPorter & Co.

Over time, the establishment of stablecoins will lead to a complete revolution in banking. This is like Netflix coming for Blockbuster. All of the reasons physical banks needed to exist just disappeared.

Bank of America Is Fucked

Posted onMonday, June 16, 2025Monday, June 16, 2025AuthorPorter & Co.

Stablecoins are a threat to world’s payment networks like Visa, Mastercard, and PayPal, but they are a far bigger threat to banks. If you can use and hold stablecoins safely, you simply won’t need a bank anymore.

The U.S. Is In A Debt Trap… These Are The Best Assets To Own

Posted onSunday, June 15, 2025Friday, June 13, 2025AuthorPorter & Co.

Every week, the team at Porter & Co.’s Sunday Investment Chronicles pores over thousands (and thousands) of articles, reports, social media posts, analyses, regulatory filings, and anything else we can get our hands (and eyes) on to understand what’s happening in the world of investing and finance – and to uncover the most original, compelling, and double-head-fake ideas…

Picking Possibilities In The IPO Market

Posted onSaturday, June 14, 2025Friday, June 13, 2025AuthorPorter & Co.

In this issue of Saturday Stock Screen… we share the process of how we sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in The Big Secret On Wall Street portfolio.

Israel Strikes Iran, Gauging The Fallout

Posted onFriday, June 13, 2025Friday, June 13, 2025AuthorPorter & Co.

With tension high in the Middle East after Israel attacked Iranian military sites, we turn the focus today to what happens to the economy and markets when there is violence in the region. The suggestion on how this should affect your investing… surprising.

A Profound Expression Of Computing Power

Posted onWednesday, June 11, 2025Friday, June 13, 2025AuthorPorter & Co.

Nvidia is changing the world in ways that are very hard to believe. A combination of never-seen-before computing power and never-seen-before annual increases to performance has the impact of delivering decades worth of innovation.

Looking For Funding In All The Wrong Places

Posted onMonday, June 9, 2025Monday, June 9, 2025AuthorPorter & Co.

Distressed-bond veteran Marty Fridson shares that you can reduce the risk of winding up on the wrong side of a trade by stepping back from the financial minutiae and the technical charts. Start by making certain the company is in a reasonably stable competitive environment.

Silver Is On The Verge Of One Of The Greatest Breakouts Of All Time

Posted onSunday, June 8, 2025Friday, June 6, 2025AuthorPorter & Co.

Finding Opportunities On The Munger Screen

Posted onSaturday, June 7, 2025Friday, June 6, 2025AuthorPorter & Co.

An Unstoppable Path To Wealth

Posted onFriday, June 6, 2025Friday, June 6, 2025AuthorPorter & Co.

There’s a big difference between the Middle East and the U.S. when it comes to energy. In America, the government doesn’t own all the oil and gas. It isn’t shared with all of the citizens, like it is in the Mideast. Mineral rights are controlled by private shareholders, shareholders who will become some of the wealthiest people in the world. We look at one example today.