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At Porter & Co. we are determined to be your best source of investing, economic, and financial insight, and your first choice for information about what to do with your money… in the entire world, bar none.

This is Porter & Co.’s Sunday Investment Chronicles. Every week, the Porter & Co. research team pores over thousands (and thousands) of articles, reports, social media posts, analyses, regulatory filings, and anything else we can get our hands (and eyes) on to understand what’s happening in the world of investing and finance – and to uncover the most original, compelling, and double-head-fake ideas…

… and we curate the best of those here. We do it all the old-fashioned way: Hours of reading and brainpower (no AI curation here). We read everything – for you.

In Case You Missed It… What We Published Last Week

It was a big week for Porter in the Daily Journal. He dedicated the issues to a practice he has exercised annually for more than two decades… issuing Report Cards for the newsletters that he publishes. He believes that honest and thorough feedback is the key to earning trust and ensuring straightforward financial analysis and recommendations. As Porter likes to say: it’s the information he’d like to receive if the roles were reversed.

On Monday, he issued grades to our flagship publication Complete Investor (formerly The Big Secret On Wall Street) as well as for Best Buys – the publication we spun off from Complete Investor that shares three holdings that we feel are at a particularly attractive buy price. You can find that issue here.

On Wednesday, Porter reviewed our two key newsletters – Marty Fridson’s Distressed Investing and Erez Kalir’s Tech Frontiers (which until September was named Biotech Frontiers). Both finish a very strong year. You can find those grades here.

And on Friday, he completed the grading, with three more of our advisories: the newly launched Trading Club, the Partner-only service Asymmetry, and Porter’s Permanent Portfolio. You can find those scores here.

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The Complete Investor team also released a new issue of Porter & Co.’s Best Buys – bringing two new companies into the mix. One, from our Legal Monopoly sector of the portfolio, has been battered by job and spending cuts in the U.S. federal government – and we feel is set to rebound. The other is a liquefied natural gas exporter that has been hit with a few legal setbacks that sent shares down.

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The Best Things We Read Last Week

Out of the hundreds of sources of investment, finance, and economics news and insight we regularly review – our Bloomberg terminal, hedge-fund letters, annual reports, the financial news media, Securities and Exchange Commission (“SEC”) filings, investment newsletters, newspapers, X (Twitter) threads, conferences, podcasts, and more – here’s what we’ve read that we think you might find interesting.

Presented by InvestorPlace

Next Nvidia Named In U.S Government AI Shortlist

This advertisement from our friend Luke Lango, a former tech company founder, explains how the White House has tapped a few companies to lead the AI arms race, and now their stocks are erupting.

One soared 400% in just a week. Now, Luke is naming the next potential winner – one he believes could follow in Nvidia’s footsteps. Get the name and ticker here.

Keep in mind, we only accept advertising from publishers we know to offer well-researched ideas vetted by a legal team, excellent customer service, and reasonable refund policies. InvestorPlace is one such partner. We do not, however, under any circumstances make any representations about their investment ideas or strategies, nor will we warrant them as equal to our own. We do recognize that the markets are tempestuous and, at times, ideas that we may not endorse prove valuable.