While the overall market continues to ride higher, there are signs beneath the surface that suggest things could begin to turn. Taking lessons from a legendary investor, we look at how to avoid getting caught up in the exuberance.
Read More …
An investment fad is a short-term financial trend that quickly gains popularity and interest among investors – but typically lacks long-term viability or strong underlying fundamentals. Let’s look at several prominent fads of the last decade and see what they reveal about today’s investment fads.
Read More …
Special Issue: Boeing Collapses. On January 27 of 2023 Porter & Co. published a warning about a mega-cap American stock. For the last 20 years there hasn’t been a company in America that’s embraced more terrible ideas from financial engineering to ESG and DEI than Boeing.
Read More …
Today we present Porter & Co.’s official “naughty list” – 10 heavily-indebted, money-losing companies that will suffer no matter what happens in the year ahead.
Read More …
Whenever Warren Buffett sees bad times approaching, he raises a pile of cash and then deploys it on exceptional companies. It’s an approach that has much to teach investors when we carefully examine his historical sells and major buys.
Read More …
When the Fed aggressively hikes rates, it often ends up triggering a crisis of the very kind that it hopes to prevent. And seemingly, central bankers haven’t learned their lesson this time, either…
Read More …
Now that we’ve freed up capital ahead of the financial panic, we can build a shopping list of the world’s best businesses. In this issue, we’ll unpack one of the greatest endorsement deals of all time – and show how it transformed one company from a struggling industry laggard into a classic “forever stock.”
Read More …
America’s banking system teeters on the edge of insolvency. The stage is set for more bailouts, more inflation, and the End of America. Here’s how to prepare – and what to do with your money.
Read More …
A record $2.5 trillion of CRE debt will mature between now and the end of 2027. However, several massive headwinds could make it more difficult than usual for borrowers to refinance these debts this time.
Read More …
The auto lending bubble is popping as more Americans are unable to pay their car loans. The tightening credit conditions that are weighing on subprime auto borrowers signal danger for the far larger corporate and government debt markets.
Read More …
