The SVB Crash Was Just The First Domino
In light of the past week’s extraordinary market events, we’re releasing this “state of the markets” briefing.
Topic
recession
A collection of 30 issues
What to Watch After the SVB and Signature Bank Collapses
In today's special edition of Something You Don't Know, you'll find an important briefing from credit analyst and author Martin Fridson, who leads Porter & Co.’s Distressed Investing team.
Here’s Why No One Will Ever Be Able to Stop Inflation Again
Current Fed Chairman Jerome Powell wants to put an end to inflation. Unfortunately – for Powell, for markets, and for investors – it appears increasingly unlikely that he’ll get his wish.
Coming Soon to a Neighborhood Near You: A Chemical Mushroom Cloud
Norfolk Southern is the latest poster child for the pitfalls of financial engineering. Years of reckless cost cutting and debt-fueled buybacks, at the expense of infrastructure upgrades, have caused an ecological disaster.
The Last Time This Happened, the Stock Market Slumped for 16 Years
In many ways, the 2020s inflation scenario matches that of the 1970s.
“It’s Like Treasuries On Steroids”
The REIT we’ll introduce today offers an extra degree of safety. It avoids physical real estate properties entirely, and instead invests primarily in mortgage securities that are effectively backed by the government. And they’re a better buy than government bonds.
Coming Soon: The Boeing Collapse
One of many casualties of the coming corporate debt implosion.
The Best Risk-to-Reward Investment Opportunity We Have Ever Seen
Today, we’ll introduce a security that offers a higher margin of safety than the common stock, while still offering plenty of upside for investors.
A Huge Recession Red Flag Just Popped Up
Every once in a while, a financial panic or deep recession provides the rare chance to buy quality merchandise at fire-sale prices. The time isn't now, but it's coming.
A Flood of Funds Are “Gating” Their Money – Here’s What It Means
After the 2008 Financial Crisis, lawmakers beefed up banking regulations and cracked down on the irresponsible lending standards that inflated the housing bubble. But trying to regulate away the next crisis is like playing Whac-A-Mole: The next crisis is going to pop up in a brand-new hole.