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View all articlesThese signs cast doubt on the “new bull market” narrative (from The Lead-Lag Report on June 2)…
Read articleNvidia was recently the most overvalued megacap tech stock in history. The next closest comparison was Tesla in late 2021 (from PeterMallouk via Twitter on June 4)…
Read articleResearch from Bank of America suggests stock market earnings are likely to continue to weaken in the months ahead (from The Daily Shot on June 5)…
Read articleJeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab, warns that the U.S. is in a “cardboard box recession” (from the Charles Schwab International Mid-Year Outlook: Global Stocks and Economy on June 5)…
Read articleRenowned economist and geopolitical strategist Harald Malmgren notes the “cardboard box indicator” was also a favorite of former Fed chair Alan Greenspan (via Twitter on June 8)…
Read articleThe Fed’s aggressive tightening is weighing heavily on speculative venture capital (VC) funding (from S&P Global Market Intelligence on June 9)…
Read articleTwo veteran bankers – John Toohig, Head of Whole Loan Trading at Raymond James, and Randy Woodward, managing director at Raymond James – join the Forward Guidance podcast to share an insider’s view of recent bank troubles and what they mean for the economy going forward (from the BlockWorks Forward Guidance podcast on June 9)…
Read articleBig tech insiders have been selling shares like there’s no tomorrow (from SPXplunger via Twitter on June 9)…
Read articleTwo more unique “indicators” suggest the U.S. economy may now be starting to “crack” (from the Financial Times on June 12)…
Read articleThe Wall Street Journal’s Nick Timiraos – known as the “Fed Whisperer” for his insight (or access) into the inner workings of the central bank – warns what we here at Porter & Co. have been telling readers for months: the Fed finds itself “between a rock and a hard place” today (from The Wall Street Journal on June 12)…
Read articleRetail same store sales continue to plummet (from spomboy via Twitter on June 13)…
Read articleThree decades of “seasonality” data suggest stock market volatility is likely to move higher over the second half of the year (from Marlin_Capital via Twitter on June 15)…
Read articleU.S. jobless claims continue to signal that the labor market is gradually weakening (from Reuters on June 22)…
Read articleWhen now-Berkshire Hathaway Chairman Warren Buffett closed his first investment partnership in 1969, he recommended his clients invest in the Sequoia Fund – run by his friend Bill Ruane who shared a similar investment philosophy. Here are ten key ideas that shaped Ruane’s approach (from SteadyCompound via Twitter on March 21)…
Read articleHow renowned trader Paul Tudor Jones tripled his money during the 1987 stock market crash (from WClementeIII via Twitter on May 29)…
Read articleHere’s a list of the all-time great investors along with their track records (from Commonstock via Twitter on May 31)…
Read articleTwenty critical investment rules from Benjamin Graham, the “father of value investing” (from QCompounding via Twitter on June 8)…
Read articleHow two of history’s most successful investors – Li Lu and Chuck Akre – think about selling an investment (from WSM_TIP via Twitter on June 16)…
Read articleLegendary fund manager Peter Lynch recently shared his thoughts on how investing has changed since he retired from managing money in 1990 (from Yahoo! Finance on June 20)…
Read articleThis classic example from Warren Buffett highlights the power of “competitive advantage” in investing in (from kejca via Twitter on June 20)…
Read articleBerkshire Vice Chairman Charlie Munger explains how the company’s investment in See’s Candies also helped shaped the “buy great companies at a fair price” approach that would make him and Buffett among the most successful investors in history (from InvestingCanons via Twitter on June 22)…
Read articleA unique strategy to earn “equity-like returns with debt-like risk” in volatile emerging markets, that could be useful in the years ahead (from Verdad Research’s Emerging Markets Crisis Investing)…
Read articleRegional banks as a whole are trading near their lowest valuations on record, suggesting those that survive are likely to produce tremendous returns in the years ahead (from SethCL via Twitter on May 18)…
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