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Porter’s Daily Journal
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All researchWhy private equity (PE) could be one of the biggest casualties of rising interest rates (from Kelly Evans at CNBC on September 18)…
Read articleLeading indicators suggest broad market earnings are likely to continue to fall sharply in the months ahead (from Michael Kao via X on September 18)…
Read articleThe yield on a 60/40 portfolio has now fallen significantly below the yield on cash. This has historically been a bad omen for stocks (from Brian McAuley/Sitka Pacific Capital Management via LinkedIn on September 18)…
Read articleEconomic sentiment shows worrisome similarities with 2008 (from The Daily Shot on September 18)…
Read articleA cluster of “Titanic Syndrome” signals triggered in the Nasdaq 100 Index this month – similar instances have preceded significant declines in the past (from Jason Goepfert via X on September 19)…
Read articleHow stock market gamblers are turning $1 investments into $1,000 bets with zero-day options (from Bloomberg on September 19)…
Read articleHere’s the key takeaway from last week’s Federal Reserve September policy meeting (from The Kobeissi Letter via X on September 20)…
Read articleEquity options selling strategies have become extremely popular (and some might say crowded) over the past couple of years (from Noel Smith via X on September 20)…
Read articleDetails on a controversial new plan to save Social Security (from Barron’s on September 22)…
Read articleData continue to suggest the economy is moving slowly but surely toward recession (from Eric Basmajian via X on September 23)…
Read articleFive clues to where the United Auto Works strike is headed next (from The Wall Street Journal on September 23)…
Read articleDeficit-driven inflation is likely here to stay (from Lyn Alden via X on September 23)…
Read articleA thorough explanation of why low income households are not, in fact, “in great shape” today (from Michael Green via X on September 25)…
Read articleWarren Buffett’s four characteristics of a “wonderful” business (from Thomas Chua via X on August 23)…
Read articleTake five minutes and watch this video now (from Brian Feroldi via X on August 26)…
Read articleA simple one-page summary of Buffett’s investment approach (from Invest in Assets via X on September 3)…
Read articleFive key investment strategies from famed fund manager Bill Miller (from Daniel via X on September 6)…
Read articleFollowing Buffett’s simple “three bucket” system can make you a vastly better investor (from Kyle Grieve via X on September 9)…
Read articleHere are 12 of the top life and investment lessons from Buffett’s “right-hand man” Charlie Munger (from Compounding Quality via X on September 23)…
Read articleResearch suggests value stocks could be set to outperform again (from Vanguard on August 23)…
Read articleA look at the investment strategy of one of the world’s top hedge funds (that you’ve probably never heard of) (from Sahil Khetpal via X on August 26)…
Read articleFive stocks with 10x potential or more (from Iggy on Investing via X on September 5)…
Read articleThe long-term fundamental outlook for U.S. government bonds is certainly worrisome. However, the chart below suggests the iShares 20 Plus Year Treasury Bond ETF (TLT) could be setting up for a sharp relief rally (from Seth Golden via X on September 8)…
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