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Promos (1)
- Porter & Co Trump's New Dollar2026-07-21Backend VSLCopy 7.9/10
Recent Emails
View all (55) in iSpy →- Read full email2026-08-31EDITORIALPorter Stansberry's Daily JournalJeff Bezos Shorted CoreWeavePorter Stansberry applies Jeff Bezos's 2005 shareholder letter framework (on capital traps in capital-intensive businesses) to CoreWeave's current financial structure, arguing the AI data center operator exhibits worse economics than Bezos's hypothetical teleportation machine and cannot earn its cost of capital despite 112% revenue growth.
- Read full email2026-08-30PROMOPorter & Co.From Shannon StansberryShannon Stansberry republishes an essay about Porter & Co.'s decision to produce a documentary on Emmet Savage's Prophet trading algorithm, initially skeptical but ultimately convinced by verification of claimed returns. The email uses subscriber testimonials (3-week gains exceeding annual returns, 100s% options returns) and marital anecdote framing to build credibility for the proprietary trading system.
- Read full email2026-08-28EDITORIALPorter Stansberry's Daily JournalIt’s Simply Way Too Much MoneyPorter Stansberry delivers the final essay in a three-part series analyzing Leopold Aschenbrenner's Situational Awareness fund failure, arguing that the AI buildout will suffer massive capital destruction similar to the 1870s railroad bubble due to commodity compute economics and the gap between promised AI revenue and actual spending returns.
- Read full email2026-08-27PROMOPorter & Co.The damage is done. Warning.Porter Stansberry promotes a new documentary warning that physical destruction of Persian Gulf energy infrastructure (Qatar LNG facilities, Saudi Aramco terminals, Iran's South Pars field) represents the largest oil supply disruption in history. Unlike past embargoes or revolutions, this damage cannot be reversed through political deals and will create a global financial shock requiring years to resolve.
- Read full email2026-08-26EDITORIALPorter Stansberry's Daily JournalLeopold’s Software GlitchPorter Stansberry delivers part two of a three-part analysis of Leopold Aschenbrenner's failed Situational Awareness fund, arguing that AI will not cannibalize enterprise software applications but rather become a high-margin upsell on top of critical subscription platforms. Stansberry uses Intuit, Microsoft, Adobe, Salesforce, and Veeva earnings data to demonstrate that software companies are functioning as 'computing tollbooths' that will drive increased revenue efficiency as compute costs decline.
- Read full email2026-08-26PROMOPorter & Co.China's Money CoupPorter Stansberry frames China's yuan-denominated payment system and rare-earth dominance as a reserve-currency threat, positioning Trump's executive-order-driven "Silicon Dollar" (resource-backed currency anchored to AI infrastructure minerals/energy) as America's counter-strategy. The email promotes a documentary revealing five company beneficiaries and Stansberry's top trade.
- Read full email2026-08-25PROMOPorter & Co.I thought I’d seen stupid (pic attached)Porter Stansberry promotes a new video exposé on U.S. LNG policy, arguing that America imports liquefied natural gas from Trinidad while possessing vast domestic reserves. The email positions an undisclosed American energy company as a profit opportunity amid an impending energy crisis.
- Read full email2026-08-24EDITORIALPorter Stansberry's Daily JournalLeopold Was WrongPorter Stansberry analyzes Leopold Aschenbrenner's Situational Awareness fund collapse ($30B loss in one month), arguing that leverage was merely the mechanism but fundamental analytical error about AI's trajectory was the root cause. Part one of a three-part series examining why Aschenbrenner's conviction that physical AI infrastructure (chips, power, data centers) was the trade of the decade proved catastrophically wrong.