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Porter’s Daily Journal
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All researchAn investment framework from Amazon founder Jeff Bezos (from Kevin Gee via X)…
Read articleHow one small investment partnership earned 82% returns in high-quality stocks last year (from Sohra Peak Capital Partners)…
Read articleHow the “Coffee Can” approach can improve your investment returns (from The Rational Walk)…
Read articleNick Sleep earned 21% compounded returns for more than a decade. Here are the details on his investment approach (from Invest in Quality)…
Read articleSpeculators are holding the largest short U.S. dollar position since 2020 (and one of the largest in history) (from Barchart via X)…
Read articleWhy share buybacks can be more lucrative than dividends (from Special Situation Investing)…
Read articleAvoiding “zombies” is a simple but powerful way to improve your investment returns (from Kailash Capital Research)…
Read articleA relatively low-risk opportunity in a sector few investors are interested in today (from Wall St Gunslinger)…
Read articleInternational equities appear extremely cheap relative to the U.S. (from The Daily Spark)…
Read articleThese sectors historically perform the best following the Fed’s first rate cut (from Jesse Felder via X)…
Read articleHere are the cheapest markets in the world today (from The Idea Farm)…
Read articleThis micro-cap cannabis company still looks attractive today (from Mindset Value)…
Read articleA “deep dive” into leading energy pipeline firm Enterprise Products Partners (EPD) (from Lyn Alden Investment Strategy)…
Read articleDetails on a “more profitable” junior gold miner (from Special Situation Investing)…
Read articleChinese e-commerce firm Alibaba (BABA) is now the cheapest it’s ever been by virtually every common metric (from Swordfishvegetable via X)…
Read articleThe yield on the two-year U.S. Treasury note suggests the Federal Reserve has already over tightened (from Tom McClellan via X)…
Read articleWall Street forecaster Jim Bianco expects 10-year Treasury yields to reach 5.5% this year (from CNBC)…
Read articleThe recent bond market rally is overlooking a serious debt problem (from Bloomberg)…
Read articleInvestors are the most bullish on Treasury bonds since the August 2020 peak (from Jim Bianco via X)…
Read articleThe current yield-curve inversion is now the longest in history (from Barchart via X)…
Read articleForecasters are strongly divided on the outlook for long-term rates (from The Daily Spark)…
Read articleWho buys $9 trillion of Treasuries this year? (from Grahams Benjamins)…
Read articleA portion of the yield curve has now “un-inverted” (from Otavio Costa via X)…
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