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The Big Secret on Wall Street (this week)

A collection of 27 issues

Why Artificial Intelligence Investors Are Heading For A “Die-Up”

Could you make a fortune buying into the AI boom today? Perhaps. We would rather own a world-beating business in a sector that is uniquely underappreciated by investors. In this issue, we recommend one of the highest-quality businesses ever created.

A “Gold Digger” That Gets Paid to Do Nothing

Unless central banks and policymakers are willing to deal with a major credit crash, all roads lead back to lower interest rates and more money printing. That’s why we believe now is the time to safeguard your wealth from the demise of fiat currencies with the two ultimate stores of value.

The Magic of OPM: Other People’s Money

In 2007, Porter recommended NVR, the pioneer of the "land-lite" homebuilding business model. Investors who followed Porter’s advice posted total returns of 1100%+. Today, we introduce a company that is taking a page out of the NVR playbook and is in the early innings of rapid expansion.

The “Paint-By-Numbers” 15% Compounder

When a company has a dominant brand with pricing power, robust profit margins, and high capital efficiency, the returns can be enormous. Today, we’ll introduce a company that checks all these boxes and has used every downturn to acquire weaker competitors and take market share.

The “Black Swan” Trader Strikes Again

In today’s “two-for-the-price-of-one” recommendation, we pair one of the best distressed debt vehicles available, with a company that offers an inflation hedge through its exposure to higher commodity prices.

The Man Who Almost Took Down J.P. Morgan

Thanks to an activist showdown in 2019, investors can now access a public company that is effectively a hedge fund-style investment vehicle, helmed by one of the best fund managers on Wall Street.

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 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.

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.

“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.