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Porter’s Daily Journal
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All researchThe Fed’s rate hikes have had limited impact on corporate debt so far (from Jurrien Timmer via Twitter on July 28)…
Read articleTwo of the biggest buyers of U.S. Treasury debt over the past several decades are no longer buying (from Lisa Abramowicz via Twitter on August 16)…
Read articleA huge percentage of outstanding Treasury debt is set to mature in the next few years (from Charlie Bilello via Twitter on August 13)…
Read articleFitch Ratings stripped the U.S. of its AAA credit rating this month. Unlike the similar 2011 downgrade by Standard and Poor’s, this one could “matter” (from The Wall Street Journal on August 9)…
Read articleU.S. government debt is set to rise at a mind-boggling rate over the next decade (from The Kobeissi Letter via Twitter on August 6)…
Read articleA detailed explanation of bond “term premium” and why it matters for bond investors today (from Ben Davies via Twitter on August 4)…
Read articleWhy Treasury bonds may no longer be a “safe haven” when the next crisis hits (from Kuppy’s Korner on July 23)…
Read articleChinese stocks could be a fantastic trade based on extremely bearish sentiment alone (from Paulo Macro via Twitter on August 25)…
Read articleResearch suggests value stocks are set for another strong period of outperformance (from Vanguard on August 23)…
Read articleHere’s one REIT in particular that may be worth consideration today (from MacroVisor on August 23)…
Read articleFund managers are also more bearish on REITS than anytime since the Great Financial Crisis (from Barchart via Twitter on August 15)…
Read articleReal Estate Investment Trusts (REITs) have been “left for dead” by investors (from Callum Thomas via Twitter on August 15)…
Read articleCNBC host and former hedge fund manager Jim Cramer has finally “thrown in the towel” on PayPal (PYPL) after repeatedly recommending the stock at much higher prices over the past three years. One more reason to buy? (from Inverse Cramer via Twitter on August 14)…
Read articleTwo high-conviction ideas to profit from “sticky” inflation (from Kuppy’s Korner on August 7)…
Read articleChinese e-commerce giant Alibaba (BABA) looks incredibly cheap in comparison to Amazon (AMZN) (from Vincent Deluard and Jesse Felder via Twitter on August 2)…
Read articleThis tiny homebuilder is arguably among the most undervalued stocks in North America (from Mindset Value on August 2)…
Read articleWhy asset-light (or “capital efficient”) businesses are among the world’s best compounders (from Invest in Quality on July 30)…
Read articleIn 2006, value investor Bruce Greenwald invited Li Lu – sometimes referred to as the “Chinese Warren Buffett” – to speak to his Columbia University class about his investment philosophy. Here are highlights from his 90-minute “masterclass” on value investing (from Brandon Beylo via Twitter on August 23)…
Read articleInvestment wisdom from Philip Carret, one of Buffett’s personal heroes (from Daniel via Twitter on August 17)…
Read articleHere are the top book recommendations from Berkshire Vice Chairman Charlie Munger (from Compounding Quality via Twitter on August 14)…
Read articleIn his 1977 Shareholder Letter, Buffett shared his four “filters” for finding great investments (from The Investing for Beginners Podcast via Twitter on August 13)…
Read articleThis classic quote from Berkshire Hathaway Chairman and CEO Warren Buffett reminds us that even the best companies aren’t always a good investment (from Investment Wisdom on July 26)…
Read articleThe vast majority of global fund managers now believe the economy will avoid a recession (from Bob Elliott via Twitter on August 25)…
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