Porter’s Journal

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.

Today, Distressed Investing editor Marty Fridson writes that when a sell-off in distressed debt begins, and sellers vastly outnumber buyers, outstanding opportunities will exist even in bonds that face no serious risk of failing. It can be a ripe time for juicy returns.

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 Big Secret On Wall Street portfolio.

An urgent warning about the ongoing consumer credit implosion, and Porter announces our new “short” portfolio.