Porter’s Journal

Since the early 1970s, three major bull markets have ended in “fire” – an overheating economy. And three were caused by “ice” – a sudden deflationary collapse. Porter ponders what will happen with the current bull market.

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 use a filter developed by Marty Fridson to sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in our Complete Investor or our other portfolios.

About 15 years ago, Porter wrote The End of America – a 77-minute documentary that explained how America, the world’s most successful and prosperous country, was destroying itself. The final trigger, he says, will be the collapse of Social Security in 2029.

While most of the financial world was still talking about “peak oil,” the Gods of Gas knew about massive technological improvements to drilling and fracking and figured, correctly, these innovations would once again make natural gas the world’s most important sources of energy.