Carl Icahn has generated one of the best long-term investment track records in history, but he has also made a lot of powerful enemies over the years. Now the prominent short-selling firm, Hindenburg, is targeting Icahn and his company. Here’s why we are keeping IEP in our model portfolio.
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In light of the past week’s extraordinary market events, we’re releasing this “state of the markets” briefing.
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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.
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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.
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Every once in a while, a financial panic or deep recession provides the rare chance to buy quality merchandise at fire-sale prices. The time isn’t now, but it’s coming. Don’t Believe in “The End of America”…? Then Watch Gold Gold is the best-performing asset class since 2000. It has outperformed stocks, bonds, cash, real estate,
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The tiny, gas-rich country is opulent, uptight…and weak on the rule of law. Editor’s Note: We’re turning this week’s issue of Something You Don’t Know over to Porter & Co. publisher Kim Iskyan, for a boots-on-the-ground report from the Middle Eastern country of Qatar – which is at the crossroads of the global fossil fuels
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Cheap money is grounding flights all over America – and that’s just the beginning. Next Wednesday will be one of the busiest travel days of the year here in America. And if you’re flying somewhere, you’re likely a victim of cheap money. That is… you’re suffering long delays… overworked staff… decrepit planes… and a customer
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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
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