Here We Go Again: Welcome To The 1970s
Soon, we’ll see the return of the “misery index,” Porter predicts in today’s Daily Journal – with both inflation and unemployment running at around 6%.
recession
The Naughty List – An Investor’s Version 2024
It’s Naughty List time. In this once-a-year special edition, we make a list of our least-favorite, worst-performing companies, check it twice, and tell you why they’re not so nice.
Bracing for Volatility As Greed Runs Rampant
While corporate insiders and Wall Street analysts wave the caution flag by selling way more than buying, retail investors have never been more euphoric. We look at how that plays out across The Big Secret portfolio.
U.S. Versus The World
U.S. equity funds have experienced more inflows of capital than any prior year on record – and four times as much as is going into non-U.S. equities. The divergence is creating a big buying opportunity.
Run For Your Money
In this second short recommendation in as many weeks, we show how Bank of America is going to go spectacularly bust, and when it does, it’s going to take down a lot of other banks with it.
Recession Is Here And That’s Good News
In today’s Journal, Porter recommends taking steps now to hedge your portfolio and to raise cash. The first step, he says, is to identify which companies that you hold haven’t been performing well over the last five years.
Casino Capitalism Crashes Planes
This week, we’re adding our first short to The Big Secret portfolio – that is, a stock we think will decline. This American manufacturer and defense icon has been destroyed by horrific management and regulatory failures… and we think there’s a real chance that shareholders will be wiped out.
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.
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.