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The Real Warning Signs Investors Are Ignoring
Over the last several years, the U.S. jobs market has gradually transitioned from red hot to lukewarm. But in the last several months, the labor market has gone from lukewarm to ice cold. In this issue, we look at five companies that we feel will be resilient to any economic downturn that might result from this.
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A New Way To Export Gas…
We believe two of the companies we are including as the 3 “Best Buys” in this issue offer the best shelter against a slowing economy. The third is one of the most exciting growth stories we’ve come across in years, and will soon become the leading exporter of cheap American fossil fuels. We recommend investors put these names at the top of their “buy” list.
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Monopoly Money
Legal monopolies all have similar traits: They have dominant market share, they have enviable pricing power, and given a lack of alternatives for customers, these companies likely have highly predictable and mostly recurring revenue streams. All of that means big profit margins that flow to the bottom line.
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The Dark Side Of Options Trading
When used correctly, selling puts is an incredibly powerful strategy that gives everyday investors the chance to generate income, reinvest in other opportunities, or to purchase equities at below-market prices. But if used indiscriminately, this strategy can easily wipe out a portfolio. Today, we discuss how to do it the right way.
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Don’t Pop The Champagne Bottles
We look at how the portfolio of six stocks we expected to benefit from the second Trump administration has performed following the U.S. president’s first 100 days in office.
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Gold, Tobacco, And Nicotine…
We believe the three companies we are including as the 3 “Best Buys” in this issue offer the best shelter against a slowing economy, and the greatest opportunity for share-price appreciation regardless of what happens next. We recommend investors put these names at the top of their “buy” list.
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Cracking The Code
In the heart of America’s Corn Belt, the company whose bond we recommend in this issue has quietly transformed itself from a traditional ethanol producer into a biotech innovator – unlocking more from every kernel of corn than anyone thought possible.
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The First 100 Days… Of Volatility
We look at how the portfolio of six stocks we expected to benefit from the second Trump administration has performed following the U.S. president’s first 100 days in office.
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The Safest Way To Make A Fortune In Distressed Markets
In the bond market, the key to success is avoiding default. In the stock market, the key to success is even easier: it's to only sell puts on stocks that you're genuinely happy to own and at a strike price that reflects an excellent value.
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Market Briefing: What You Need To Know About Trump, Tariffs, And The Fed
Porter, Erez Kalir, and Marty Fridson recently sat down together for a full briefing about the Trump Administration’s plans and vision for the economy, the impact of tariffs and trade war, and make our predictions about what the Fed may (or may not) do with interest rates as these events unfold.