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Porter’s Daily Journal
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All researchDespite rising risks, this indicator says there’s still no fear in the corporate debt markets (from Global Rates and Money Flows)…
Read articleA growing number of Americans are pulling money from their 401(k) plans to make ends meet (from CNN)…
Read articleMore households than ever are reporting it’s more difficult to access credit (from Nick Timiraos via X)…
Read articleCredit card defaults are now rising faster than during the Great Financial Crisis (from Game of Trades via X)…
Read articleWalmart warns of weakening consumer spending (from CNBC)…
Read articleCommercial mortgage-backed securities (“CMBS”) delinquencies hit a new post-COVID high last month (from Trepp)…
Read articleThere has never been a worse time to buy a home instead of rent (from The Wall Street Journal)…
Read articleMortgage demand has cratered (from The Kobeissi Letter)…
Read articleOverdue commercial property loans hit 10-year high at U.S. banks (from The Financial Times)…
Read articleThese banks have the highest exposure to commercial real estate (“CRE”) debt (from The Spread Site)…
Read articleThe multifamily segment of the CRE market – which has been a relative bright spot – is reportedly now showing signs of slowing, too (from m. stanfield via X)…
Read articleThis is the most unaffordable housing market in 30-plus years (from Game of Trades)…
Read articleTwo overlooked “spinoff” stocks that could be ready to soar (from Forbes)…
Read articleHere’s a list of event-driven trade ideas that are potentially actionable today (from ToffCap)…
Read articleAnd here’s a list of notable executive resignations and departures in November (from The Bear Cave)…
Read articleA summary of two special situation investment opportunities with near-term catalysts (from Idea Hive)…
Read articleThis upcoming spinoff could unlock significant value for shareholders (from ToffCap)…
Read articleChina led record central-bank gold buying over the first nine months of the year (from The Financial Times)…
Read articleThis may be why gold has held up so well despite falling inflation (from Jurrien Timmer via X)…
Read articleThis chart suggests gold miners are among the most undervalued stocks in the market today (from Otavio Costa via X)…
Read articleDavid Einhorn – president of hedge fund Greenlight Capital – just made another big investment in gold (from MarketWatch)…
Read articleDespite Warren Buffett’s famously negative view of gold, he clearly understands its value during periods of rampant government money-printing (from Luke Gromen via X)…
Read articleWarren Buffett’s Berkshire Hathaway continued to buy more shares of Occidental Petroleum (NYSE: OXY) last month (from Kingswell)…
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