A Monster Move In Natural Gas Is Coming

Porter's Journal Issue #30, Volume #2

You Can’t Power AI With Windmills

This is Porter’s Daily Journal, a free e-letter from Porter & Co. that provides unfiltered insights on markets, the economy, and life to help readers become better investors. It includes weekday editions and two weekend editions… and is free to all subscribers.

This is the start of the most important financial trend in the world… Ken Griffin’s Citadel makes a bold move into natural gas… You can’t power AI with windmills… Demand for LNG will soar as demand for electricity surges… A personal note from Porter…

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A Personal Note From Porter –

I hope you won’t mind a brief personal note… 

Next week my son (Seaton) turns 14, and it is also his school’s spring break. Like me, Seaton has a passion for fishing, so I’m taking him to Pinas Bay, Panama, to the most legendary marlin fishing lodge in the world, Tropic Star. There’s a good chance Seaton will get a shot at catching a huge (over 500-pound) black marlin, something that takes a lot of strength, skill, and determination. I don’t think he realizes how difficult it will be. But, whether that happens or not, I know these kinds of experiences and spending time with my sons is the greatest investment I can make as a father, which is my most important job. 

Why am I telling you about this? I’ve always believed that publishing information that our subscribers rely on when they put their capital at risk is very personal. When I write to you, it’s exactly the same as when I write to my father. I hope you notice the difference in the quality and thoroughness of our work. And because our service is deeply personal, I invite you to join me next week on my trip with my son. I’ll be posting videos and pictures of the trip and of our adventures on Instagram.

You can follow me here.
To be clear, there won’t be any investing advice offered via Instagram. But you will get to see a 14 year old learn some important lessons about being a good man. And you may learn more about me as a person and a father. 

Thank you very much for subscribing to Porter & Co. You’ve given all of us the opportunity to pursue our passion for finance and investing in a way that’s both challenging and rewarding.

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