Porter’s Daily Journal

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…

In every great technological cycle, the enduring fortunes were made not by those who recognized the breakthrough, but by those who had the patience to own it at the right price. Amid the euphoria of the AI boom, it’s also what will separate those who keep their gains from those who merely rent them. Leading tech investor Erez Kalir provides insights.

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.

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…

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 Complete Investor portfolio.