 I wish this wasn’t the case… But it’s happening, exactly as I predicted. I first warned my readers of this threat months ago. Many disregarded it. Now it’s accelerating and unless you prepare now you could be blindsided by an event two Nobel Prize winners have warned of… an event that you cannot ignore. The clock is ticking. Just take a look: In a single month, March of this year, U.S. employers announced 60,620 job cuts. That's a 25% jump from February. And one force was named as the reason why. Then the floodgates really opened. Meta announced it's laying off roughly 8,000 employees – 10% of its workforce – and quietly killing another 6,000 unfilled roles. The same week, Microsoft offered "voluntary separation" to 7% of its U.S. workers — more than 8,500 people. Translation: quit on your terms, or we'll fire you on ours. And they're not alone. Not by a long shot. Amazon cut 16,000 corporate jobs… Block cut 40% of its workforce…. Salesforce eliminated 44% of its support team... Oracle is reportedly axing up to 30,000 roles. IBM, Snap, Pinterest, Klarna… the list grows by the week. Almost 80,000 tech jobs evaporated in the first three months of 2026 alone. Although most people think this is about AI… it’s not. The story goes far deeper and is far more consequential. It’s something that I’ve been warning off for months now. And I’m not the only one. Two Nobel Prize winners have warned of this Final Displacement. Because they know, as I do, this event could trigger a once-in-a-generation wealth shift. A transfer of wealth that’s already begun with Goldman Sachs estimating 12,400 Americans are being financially destroyed every day… while others grow richer than ever before. Which side you’re on could depend on what you do next. Because for those who understand what’s unfolding, this could be one of the greatest wealth-building phenomena of their lives. But for those who bury their head in the sand… this force threatens to wipe out years of investment returns and could even destroy their financial future. Here’s the full story for you. 
26 years ago, I started telling friends, family, and anyone who would listen about an unprecedented societal shift that was barreling down on us. I’d discovered that a new technology was about to unleash massive, almost unimaginable, changes. I likened the impact to the railroad boom, the Industrial Revolution, and the rise of personal computing. At the time, I was working as an investment analyst for an elite research group, but my colleagues and bosses refused to listen to me. No matter what I said, they simply would not acknowledge the sands shifting beneath their feet. The legendary Dr. Kurt Richebächer – one of the world’s leading Austrian economists – even called me and my ideas “radical.” But I was certain this new technology would trigger a transformation that was simply unfathomable to most people… and those on the frontier could reap financial returns unlike any the world had ever seen before. So, I decided to put my entire career – not to mention every cent I had – on the line to spread the story myself. I left my job as a research analyst… went home to my third-floor apartment in one of Baltimore’s worst neighborhoods… and with a borrowed laptop, I wrote my first financial prophecy. And in an investment paper that’s now been read by more than one hundred thousand people… I explained how the endless miles of new fiber optic cables being laid was creating a new railroad across America. And that this new “railroad” was going to upend the telecommunications industry and pave the way for a new internet economy. I also warned it would decimate some of America's most dominant companies like AT&T. At the time, this was an outlandish idea, with analysts calling AT&T “dominant”, “unstoppable”, and “the giant that no other company can topple.” But those who were willing to open their minds to my so-called “radical” ideas were not only able to sell these companies before they collapsed… They also had the chance to get in early on the firms that would go on to command this new internet economy: Amazon, Adobe, Qualcomm, SunMicrosystems, Uniphase, Texas Instruments… These are household names now, but when I first recommended them in the late 90s, they were complete unknowns. Since then, I’ve issued a number of other financial prophecies, many of which have come to pass precisely as I predicted. But today, I’m stepping forward with a new exposé that I believe could surpass anything I’ve ever done… It’s an investigation into what I call The Final Displacement… and I don’t think we will ever again see a story that rivals the magnitude of this during my lifetime. I’m not talking about AI… quantum computing… augmented reality… the blockchain… or anything else you might be thinking of. No. This is far bigger than them all. In fact… It’s the cornerstone that all our recent technological innovations have been built upon and the future will be built upon too. Yet you’ve likely never heard of it before. Outside of the labs in the world’s most prestigious universities and tech companies, almost nobody has. But those who have… those who can see the writing on the wall… they’re investing billions of dollars, as they know this will transform everything. Marc Andreessen… Ben Horowitz… Elon Musk… Jeff Bezos… Mark Zuckerberg…Jensen Huang… Bill Gates… the list goes on and on. They know, as I do, that in a few years from now, we will not recognize the world we live in. How we work, live, communicate, transact… it will all be completely upended by what’s coming next. Today, I’m going to share it all with you… and I promise you’ve never heard anything like this before. You see, despite the magnitude of this story, nobody is openly and freely discussing this turning point. And that deeply concerns me, because I believe its emergence will draw an indelible demarcation line in society. On one side, you’ll have those who understand it, invest in it, and who are greatly enriched by it. On the other side… you’ll have those who underestimate it, turn a blind eye and are unfortunately impoverished by the sweeping changes it ushers in. I know what side I’ll be on. And I know what side I want you to be on. So go here to watch my full investigation into this story. Including the names of the companies to buy and sell if you want to capitalize on the impending multi-trillion-dollar displacement. Good investing, Porter Stansberry
Friday's Bonus Content
Why Lowe’s Could Be a Bargain Before Housing RecoversAuthored by Thomas Hughes. Date Posted: 8/19/2026. 
Key Points
- Lowe's stock trades near multi-year lows with a low P/E, a 2.3% dividend yield, and over 50 years of consecutive dividend increases.
- The company's Pro pivot, recent acquisitions, and improving capital allocation are positioned as near-term and long-term catalysts despite ongoing DIY market weakness.
- Analysts rate Lowe's a consensus Moderate Buy with 20% upside to a $262 target, while institutions have bought aggressively and limited downside risk.
- Special Report: If you keep cash in a U.S. bank account… read this NOW
Lowe’s (NYSE: LOW) continues to face headwinds in 2026; however, the stock’s valuation, capital returns and long-term catalysts make for a compelling setup. Trading in the low $200s, LOW is near multi-year lows and at the bottom end of its historical price-to-earnings (P/E) range, setting the stage for a significant rebound. Until then, the dividend is reliable and market-beating, yielding 2.3% compared with the low-1% range for most S&P 500 stocks. It is also a growing distribution. Lowe’s is a Dividend King, with more than 50 years of consecutive increases to its credit and the capacity to continue raising the dividend annually for years to come. Lowe’s Has Near-Term and Long-Term Catalysts
Lowe’s has many near-term catalysts, including its Pro pivot, capital allocation and the potential for housing markets to unstick. The Pro pivot—Lowe’s strategic shift toward professional customers such as contractors, remodelers and builders, rather than DIY weekend shoppers—helps sustain growth and margins today. It is also supported by an aggressive acquisition strategy in 2025. Additions such as Foundation Building Materials and Artisan Design Group have not only strengthened Lowe’s position in Pro markets but also expanded its offerings and created cross-selling opportunities. Capital allocation is critical, as the company paused its aggressive buyback plans to fund acquisitions and, now, to reduce debt. Capital allocation could provide a triple catalyst: the dividend outlook is strengthening, the balance sheet is improving and a path to future share reductions is emerging. As it stands, it will take a few more quarters for debt reduction to take effect, but the shareholder deficit is falling sharply, providing evidence that the company’s strategy is working. As for housing markets, when they unstick is anybody’s guess, with oil prices running high, inflation following suit and the FOMC on track to hold, if not hike, rates. The takeaway, however, is that Lowe’s is positioning itself for success today and accelerated growth and profitability when housing markets improve. Between then and now, investors can take advantage of low stock prices to build a position and reap the dividend. 
Lowe’s Mixed Results Overshadow Inherent StrengthLowe’s had a tough Q2, with revenue of $26 billion falling slightly short of consensus estimates. The miss was attributed to persistent weakness in DIY projects, the company’s core driver. However tepid the result, the weakness was relative, with revenue up 8.3% year over year and analysts expecting worse. Data shows that 100% of analysts lowered their targets after the quarter began, with most looking for results at the low end of the range, well below the consensus. Internally, growth was underpinned by a 0.2% comparable-store gain and strength in the Pro business linked to acquisitions. Digital was another critical component, rising 15.7% year over year and contributing to the comparable-store strength. Margin news was good, although the IEEPA tariff refund affected results. Key details for investors include $2.4 billion in net income and $4.40 in adjusted earnings per share (EPS), which grew marginally from the prior year and outpaced MarketBeat’s consensus by a nickel. Looking ahead, the company expects persistent DIY weakness to weigh on its full-year outlook and guidance, but less than the market feared. The new target assumes results at the low end of the prior range, which would be enough for year-over-year growth, healthy profits and continued execution of the strategy. Analysts Expected Worse for Lowe’s—The Bottom Is InThe good news is that analysts had already trimmed expectations ahead of the release and were expecting worse news. In this scenario, sentiment trends remain steady and supportive for the market. MarketBeat tracks 36 analysts rating LOW as a consensus Moderate Buy, with about 64% buy-side bias and 20% upside to the consensus. The range of recent targets is wide, suggesting some uncertainty among the group, but it centers around the consensus figure, providing a moderate level of conviction in the outlook. A move to the consensus target of $262 would put the stock at the high end of its trading range, within easy reach of its all-time high. Institutional activity suggests the downside is limited now that Lowe’s stock has sold off. The group owns nearly 75% of the shares and has bought aggressively over the trailing 12 months (TTM). Institutions sold shares in Q1 2026, but overall, they bought $2 for every $1 sold during the TTM. The likely outcome is that this group will continue to underpin support at the low end of Lowe’s trading range until sufficient catalysts emerge for the stock to regain traction. . |
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