The SVB Crash Was Just The First Domino
In light of the past week’s extraordinary market events, we’re releasing this “state of the markets” briefing.
The Big Secret on Wall Street (this week)
What to Watch After the SVB and Signature Bank Collapses
In today’s special edition of Something You Don’t Know, you’ll find an important briefing from credit analyst and author Martin Fridson, who leads Porter & Co.’s Distressed Investing team.
Here’s Why No One Will Ever Be Able to Stop Inflation Again
Current Fed Chairman Jerome Powell wants to put an end to inflation. Unfortunately – for Powell, for markets, and for investors – it appears increasingly unlikely that he’ll get his wish.
The Market’s Free Ride
The type of situation we’ll introduce today doesn’t come around often, but when these opportunities arise… they can make you fortunes, even during bear markets. It is the ultimate safe play for a high-risk market.
Coming Soon to a Neighborhood Near You: A Chemical Mushroom Cloud
Norfolk Southern is the latest poster child for the pitfalls of financial engineering. Years of reckless cost cutting and debt-fueled buybacks, at the expense of infrastructure upgrades, have caused an ecological disaster.
Cold War 2.0 and the Coming Global Energy Wars
Right now, U.S. gas prices are among the lowest in the world. But as America increasingly expands its LNG export infrastructure, U.S. natural gas prices will increasingly converge with much-higher international prices. And the companies that own low-cost gas reserves today will reap a windfall.
The Last Time This Happened, the Stock Market Slumped for 16 Years
In many ways, the 2020s inflation scenario matches that of the 1970s.
“It’s Like Treasuries On Steroids”
The REIT we’ll introduce today offers an extra degree of safety. It avoids physical real estate properties entirely, and instead invests primarily in mortgage securities that are effectively backed by the government. And they’re a better buy than government bonds.
Coming Soon: The Boeing Collapse
One of many casualties of the coming corporate debt implosion.
The Best Risk-to-Reward Investment Opportunity We Have Ever Seen
Today, we’ll introduce a security that offers a higher margin of safety than the common stock, while still offering plenty of upside for investors.