Topic

recession

A collection of 21 issues

The Ultimate Bank Run

Eventually, people will stop worrying about the viability of private banks like Credit Suisse, and start worrying about the viability of central banks and the currencies they issue. The coming loss of faith in government-issued currency will cause the ultimate bank run – a run on central banks.

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.

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.

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.

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.

A Huge Recession Red Flag Just Popped Up

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.