Porter & Co. is looking for a “maniacal” distressed debt analyst… see the end of this email for details… Late last month, the Wall Street Journal passed along a “great” stock tip. It was only about a decade late. “Any stock that doubles in five years, outperforms tech giants over three years and beats more
Homebuilders have reported fewer new construction starts every month since March. That’s the longest stretch of declines since the housing crisis of 2007. And homebuyers have even begun walking away from their deposits – cancellations are above 15% for the second consecutive month. You’re receiving Something You Don’t Know as part of your complimentary subscription
The price of U.S. Treasury bonds is collapsing. Since the end of July, the 10-year Treasury rate has risen sharply, from a yield of 2.65% to over 4.3% now. There haven’t been bigger losses in the U.S. Treasury bond market, EVER. THE BIGGEST BUBBLE IN HISTORY DEFLATES YOUR STANDARD OF LIVING IS GOING TO FALL
“We’re all in it together” – How governments use fear to manipulate voters. Preparing for a “Hurricane”. A currency of energy: Bitcoin. You can’t print copper.
The Next Phase of the Bear Market will start with a Subprime Auto Credit Collapse, then a Commodities Crash and finally Consumer Panic. Lucky Lopez buys repo’d cars. He’s a 20-year veteran of the auto industry. As a car dealer and auction buyer, Lopez sits on the frontline of the auto financing market. He’s even
How a Homebuilder Beat All the High-Flying Tech Stocks of the 1990s… Home sales are collapsing… Existing home sales fell 3.4% in May. That’s the fourth straight month of declines. Inventory is growing fast, too. It’s up 1.2 million units, an increase of 12.6% from last year. Growing inventory and falling sales mean home prices
How Driftwood Will Turn $2 Billion into $100 Billion With Two Permits and Bechtel. What Happens When Political Delusions Run Headlong into Economic Realities. Sunday, September 7th, 2008 was a bad day for Hank Paulson. The U.S. Treasury Secretary (and former CEO of Goldman Sachs) was dealing with a financial Armageddon – one he’d
How two brothers (you’ve never heard of) became America’s largest producers of natural gas… What they’re doing next will make billions and transform the global market for energy. “The company’s corporate slogan ought to be death to Saudi Arabia.” The media and our political leaders are focused on today’s short-term bear market problems: gasoline prices,