Buffett Buys Domino’s!
On the news that Warren Buffett bought shares of Domino’s Pizza, Porter reveals a list of other Big Secret portfolio companies the legendary investor should invest in.
Porter’s Journal
Why, and How, You Should Be Raising Cash…
When markets are hitting new highs, and inflation is rising, raising cash can feel like the last thing you’d want to do. But it should be the first thing to do. Here are few lessons on how to raise cash and where to put it once you do.
“Zeroes”, Tight Spreads, and Why the CEO Rushed Back From Singapore
In this special edition of the Daily Journal, Martin Fridson, Wall Street’s Dean of High Yield, shows how companies looking to raise capital tend to issue new bonds into an environment that benefits them, and not investors. Marty uses his decades in the sector to provide insights into how you can get in on the right side of the bond market.
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.
The Best Real-World Measure of Wealth
In a followup to judging how to measure the success of a second Trump term, Porter says the very best real-world measure of wealth is production of this energy source. Tell me per-capita production of this energy source, and I’ll tell you how rich a country is and how well its economy functions.
You Can Believe the Math
You can believe the numbers. Or you can believe the liars on TV, Porter writes today. Either way, the math wins in the end, as the U.S. piles on the debt so high it will soon be unable even to pay the interest on it all.
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.
What’s Your Plan Z?: What to Do When Things Go Bad
When things get really bad, escaping to the Grand Canyon is not enough. You need cash, passports, food, and all the right investments. Kim Iskyan explores Plan Z.