In his election-night speech following his resounding victory on November 5, President-elect Donald Trump expressed what would happen after he took office. So what has Trump promised to do, economically? In today’s Daily Journal, Erez Kalir focuses on three key pillars of his policy agenda: tariffs, immigration, and taxes.
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%.
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.
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. 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.
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.
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.
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 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.
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.