Global interest-rate cuts have sent share prices toward all-time highs, along with many of the names in The Big Secret on Wall Street portfolio. Our commodities holdings in particular have benefitted from this rate-cutting environment, with the shares of our coal, oil, and mining related companies posting double-digit returns over the last month.
For a variety of economic reasons, biotech has not participated in the current tech rally. And, as a result, there has likely never been a wider gap between tech stocks and biotech stocks. Right now, as we report in this week’s issue, a major biotech bull market is forming.
This week we report on a one-time railroad company that has become one of the greatest success stories in American finance – finding capital efficient ways to generate new revenue and maintaining 60% profit margins for decades.
Today we’re discussing how rate cuts and consumer weakness play out in the markets, what might happen, and how to prepare. What follows are hard-earned, actionable insights from Porter Stansberry, based on his 25 years of navigating markets.
Shares of America’s largest insurer soared in August after a strong earnings report, Warren Buffett bought into one Big Secret portfolio company, and a beverage company continues to show promise despite months of struggling to increase sales.
As low-cost EV manufacturers lead the transition to electrified transport, and with lithium (the key component of electric vehicle batteries) prices down 85% in the last three years, the lithium mining industry has become one of the most beaten down in the stock market. That has created the ultimate contrarian opportunity we introduce in this issue.
Many U.S. automakers that went “all in” on EVs just a few years ago are now pulling back. It seems this “zero-emission” revolution has not yet arrived… unless you travel halfway around the world where EV sales are booming.
This real-life thriller takes readers to the intersection of business, global politics, and technology to explore the risks involved in the production of microchips, which power the world’s computer-processing needs.
This week, we share the first chapter of The Fourth Turning Is Here, Neil Howe’s followup to his 1997 cult favorite The Fourth Turning, which predicted that a period of political and economic upheaval would rattle the U.S. midway through the first decade of the 2000s – the Great Financial Crisis of 2008.
Big Secret on Wall Street analyst Ross Hendricks provides an excerpt of Common Stocks and Uncommon Profits and Other Writings, an investing classic by Philip A. Fisher… whose work directly inspired Warren Buffett’s investment strategy.