If we’ve learned anything from President Trump’s second term, it’s that his jokes have a funny way of happening.

When he floated putting his own face on American currency, it sounded like just another one of his vain musings.

The U.S. Mint is now striking $1 coins bearing his portrait – the first living president to appear on American money since Abraham Lincoln.

When he boasted about hosting a UFC cage fight on the White House lawn, late-night hosts had a field day.

Then the octagon went up on the South Lawn.

And when recently asked point-blank whether Greenland would be under U.S. control by the end of his term. His answer: "Yeah, you should make that bet, actually."

Again, the press laughed it off as another Trump provocation – a quip to agitate Brussels and rattle NATO.

But I believe Trump’s declaration to control Greenland is not only real, it’s part of something far bigger and more consequential for all of us.

This strange story has resurfaced again and again since 2019, in defiance of every diplomatic embarrassment it causes.

There is a reason for that persistence – and once you see it, you will start to see the same reason behind a dozen other stories the press has been reporting as separate events.

Greenland sits on one of the largest untapped deposits of rare-earth minerals on the planet – the metals without which not a single advanced semiconductor, AI data center, or American fighter jet can be built. Its deposits contain dozens of the minerals Washington officially classifies as critical to national security.

Now hold that thought, and look at what else this administration has been doing.

Trump has signed an executive order creating a $12 billion strategic stockpile of critical minerals. The administration calls it Project Vault.

The government has taken direct equity stakes in American mining companies – MP Materials, Lithium Americas, Trilogy Metals. Washington now co-owns the miners.

Trump secured $500 billion in mineral rights from Ukraine as a condition of continued American support.

Shuttered nuclear plants are being reopened across the country, and permitting for new reactors has been slashed from years to months – because the AI buildout requires more electricity than the American grid can currently produce.

The CEOs of Nvidia, Apple, Microsoft, and BlackRock have been shuttling between Washington, Riyadh, and Beijing alongside the President – cutting deals that have committed more than a trillion dollars of Gulf money to American AI infrastructure.

And on December 12, 2025, representatives of 13 nations quietly signed a pact at the State Department that almost no one in the financial press has covered.

The tariffs… The threats to annex Canada… The strike on Venezuela… The obsession with Greenland…

They are not separate stories – they are one story.

Every single one of these moves secures the same thing: American control over the critical resources and energy that the next century's economy will run on. The materials Russian President Vladimir Putin was talking about when he said whoever leads in this sphere will "become the ruler of the world."

And the reason Trump is moving this fast, this aggressively – and on this many fronts at once – is the biggest part of his grand plan, the part that connects all of it:

He needs these resources to instigate an emergency reset of the U.S. dollar.

For 50 years, America's currency has been anchored to Saudi oil – the petrodollar arrangement Henry Kissinger struck in the desert in 1974. That arrangement quietly expired in June 2024.

Since that expiration, Central banks have been dumping U.S. Treasuries at a pace not seen in decades.

China has cut its holdings by 45% from their peak. The BRICS nations offloaded $47 billion of American debt in a single month earlier this year. And the dollar's share of global reserves has sunk to its lowest level this century.

Source: Bloomberg

Everything about our way of life – the low interest rates, the cheap mortgages, the government's ability to borrow trillions without collapsing – all of it rests on one privilege: the world's willingness to hold our money.

Take that away, and the entire American standard of living is in peril.

The Trump administration is painfully aware of this. It is the crisis lurking behind every move I've just described and why they are moving heaven and earth to give the world a new reason to need the dollar.

What's being assembled is a new monetary order – anchored not to oil, but to the critical minerals, energy, and AI infrastructure this administration is now racing to lock up on every continent. A reset already signed and sealed in the back rooms of Washington, bypassing Congress entirely.

I call it Trump's New Dollar.

And it is the first reset of America's money in half a century.

When Kissinger struck that deal with the Saudis, it minted more than a thousand new millionaires a day for 50 years – and quietly hollowed out the savings of the millions who never understood what was happening.

I've laid out the whole story in my new documentary – including the five companies sitting at the chokepoints of the new monetary order, and one move to gain immediate exposure to what's unfolding.

And I'd urge you to watch it soon… because this December, when the leaders of the world's 20 largest economies gather at Trump's own resort in Miami, I believe the President could unveil his new monetary order to the world.

The dividing line is being drawn now and which side of it you end up on may depend on what you do before then.

Watch the full story here.

Good investing,

Porter Stansberry

From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens

Written by Thomas Hughes. Article Posted: 8/29/2026.

Workday (NASDAQ: WDAY) was among the hardest hit by SaaS-pocalypse fears—and among the best positioned for a rebound. The takeaway from Q2 reporting is that AI isn’t disrupting its business so much as driving it.

AI model providers aren’t disrupting Workday’s business, and neither are the customers who were feared to be developing their own internal human resources automation tools. In reality, businesses and enterprises are turning to Workday in record numbers as it transitions from a legacy operator to a new-age agentic AI enabler.

Reasons why the stock price could continue to rise in 2026 and beyond include record sales, hypergrowth in core agentic AI segments, the deal pipeline, adoption rates and margins. Unlike AI infrastructure operators, which are heavily burdened by upfront costs, Workday is among the few companies successfully monetizing AI today.

Among the critical details are Workday's cash flow and the capital returns it enables. Workday is a share-buying machine, repurchasing approximately $1.33 billion in shares during the quarter and issuing a new authorization.

Buybacks helped reduce the share count by about 8.8% from a year earlier. The new authorization is worth $4 billion, or about 8.3% of the late-August market cap.

Workday Is in the Early Stages of an AI Boom

Workday posted a strong quarter, with revenue growth and guidance that exceeded expectations. Revenue grew 12.8% to $2.65 billion, marginally ahead of expectations, underpinned by subscriptions and AI.

Subscriptions grew 13.9%, while AI accounted for 25% of new contract value as adoption accelerated. Adoption, measured by the number of clients using at least one agentic product, grew by 35%. The backlog also grew solidly, up 14.2% on a 12-month basis and 8% overall, pointing to continued strength in the coming quarters.

Margin was the real bright spot. The company widened margins at all levels, driving faster earnings growth despite increased investment. Adjusted operating income margin grew 210 basis points (bps), driving adjusted earnings per share of $2.75, up 20% from the prior year and nearly 15 cents above expectations.

The Market Underprices WDAY’s Growth Potential

Guidance could be a catalyst for higher stock prices, with Q3 and full-year targets above consensus forecasts. The outlook is underpinned by new and expanded deals with hyperscalers, including Alphabet’s (NASDAQ: GOOGL) Google Cloud and Amazon's (NASDAQ: AMZN) AWS.

The likely outcome is that Workday continues to gain momentum and outperforms its forecast in the subsequent quarter.

The question now is where the stock price might go before then, and the trends are strongly bullish. The problem is that initial analyst responses to the release, as bullish as they were, lifted targets only to the $220 range. In this scenario, analysts are signaling a bottom in the stock and the potential for it to rise over time, but near-term upside remains limited.

Long term, the upside potential is ample. The stock trades at a reasonably low price-to-earnings multiple today—about 17.5 times current-year guidance—which doesn’t fully reflect its growth trajectory.

Analysts forecast substantial earnings growth in the coming years, which could significantly compress Workday’s forward P/E multiple. In this scenario, WDAY stock could rise by several hundred percentage points over the coming years, exceeding $1,000 within the next few years.

Analyst ratings and institutional data reflect caution, but also an underlying confidence not found in most stocks. Thirty-eight analysts cover WDAY, a high number for any stock, and the consensus rating is Hold, with a 51.3% Buy-side bias. The uptrend in price targets is likely to continue as the year progresses.

Institutions show a more visibly bullish posture, owning nearly 90% of the stock and accumulating shares quarterly over the trailing 12 months. Their activity accelerated noticeably in late Q2 and early Q3, coinciding with the stock price rebound and limiting risk in Q3.

Workday has an added tailwind in the short interest. Short interest was falling ahead of the release and will likely decline further now that guidance is in place. The risk is that short sellers will reposition at a higher level, reinforcing the idea that near-term upside may be limited. Lingering SaaS-pocalypse fears add to the risk, setting the stage for volatility in upcoming quarters, if not an outright correction, should weaker-than-expected earnings or bad news emerge.

Chart price action is bullish, signaling that the trend may continue. The risk, again, is that candlestick action limits near-term upside. The early-August price surge triggered selling and resistance at the long-term 150-week EMA, indicating a price cap near $227.

Dear Reader,

For years, I've recommended to my readers to put a big chunk of their retirement money into one stock: Berkshire Hathaway.

And for anyone who followed my recommendation, they've had the chance to do very well.

But now, I may have found an even better retirement stock for the years to come—and today I'm going to show you the name and stock symbol, totally free of charge. (Click here to get the specifics.)

This is a company few have heard of, yet it's at the epicenter of America's two most important industries right now. (Yes, AI is one of them.)

In my new presentation, I explain everything you need to know about this incredible company, and I reveal the stock market ticker symbol, totally free of charge.

No credit card or email address or anything else required.

It's incredible story of a company unlike any other in America.

The returns could be massive (much bigger than Berkshire in recent years)... the dividends are massive, too... and the best part of all is that I think the next few years will be even more lucrative for this stock than the past, because the assets the company owns are critical for America's two most important industries right now.

That's why I believe this might be the greatest retirement stock in America right now.

Click here to get the name and ticker symbol of this amazing stock, totally free of charge. Again, no credit card, or email required.

Regards,

Whitney Tilson
Editor, Stansberry Research

P.S. One more thing. This stock is so powerful, one famous money manager put 60% his entire multi-billionaire fund into the exact same stock I'm going to tell you about today. It sounds crazy until you see exactly what this company owns and does. You'll find everything you need to know, including the stock name and ticker symbol, here.

Copper Surges as Shifting Trade Policy and AI Demand Collide

Author: Chris Markoch. Published: 9/2/2026.

Investors looking to capitalize on the artificial intelligence infrastructure boom have increasingly turned to basic materials, and industrial metals—copper chief among them—are having a moment few saw coming even a year ago. What started as a trade-policy story has fused with a structural demand story, and the combination is rewriting price records almost weekly.

Copper Prices Rise on Tariffs and AI Infrastructure Demand

Comex copper touched a fresh all-time high above $6.72 per pound in late August and has continued to trade near those levels into September. Two forces are doing the heavy lifting.

First is the current tariff policy. Washington imposed a 50% Section 232 tariff on semi-finished copper products and copper-intensive derivatives in 2025, later expanding the rate structure in April 2026, while leaving refined cathode largely exempt—for now.

That exemption has been enough to trigger a scramble. Traders have spent months rerouting metal into U.S. warehouses ahead of the possibility that refined copper will eventually be swept into the tariff policy, and Comex inventories have ballooned to levels that would have seemed unthinkable two years ago.

The catch is that once copper lands in a bonded U.S. warehouse, it is largely stuck there. So what was supposed to be a comfortable global surplus has effectively been drained from the rest of the world. Analysts at CRU, who had projected a healthy 2026 surplus, now describe the non-U.S. market as balanced at best, with some warning that it could look like an outright deficit if the flows continue.

Second, and less reversible, is demand. Data centers have become a source of copper demand that does not flex with price the way industrial buying usually does. Hyperscalers need wiring, bus bars and cooling infrastructure regardless of what copper costs per pound.

That is a new kind of buyer for a market that used to take its cues almost entirely from construction and manufacturing cycles. Layer on grid modernization and electrification, and you have a demand base that is structurally higher even before the tariff-driven stockpiling is factored in.

Freeport-McMoRan Offers Direct Exposure to Rising Copper Prices

Freeport-McMoRan (NYSE: FCX) is the most direct U.S.-listed proxy for copper prices and the largest domestic producer of refined copper. That means it stands to benefit most if the exemption narrows.

The FCX chart confirms that story. Shares have climbed from the low $40s a year ago to the mid-$70s, with the 50-day moving average now trending firmly upward and MACD back in bullish territory after a rocky spring.

Q2 2026 net income attributable to common stock came in at $984 million, or 68 cents per share. That pushed first-half net income up 65% year-over-year, even as headline revenue slipped to $7.03 billion from $7.58 billion a year earlier. The decline was driven by lower Indonesian gold and copper volumes during the phased Grasberg Block Cave ramp-up, not by weaker pricing.

Realized copper prices averaged $6.17 per pound in the quarter, and U.S. mining operations more than doubled their operating income contribution versus the first half of 2025. That underscores how much of FCX's earnings power is now coming from the domestic side of the business, which the tariff regime is designed to protect.

Southern Copper Combines Low Costs With Copper Price Leverage

Southern Copper (NYSE: SCCO) is the group's low-cost operator, and its Q2 2026 numbers underline why. Revenue rose roughly 41% year-over-year to $4.29 billion, while net income jumped more than 70% to $1.67 billion.

Byproduct credits from silver, molybdenum and zinc have been the real story. They pushed operating cash cost per pound of copper down to just a nickel, from 63 cents a year earlier. That is a cost structure in which margin expansion accelerates disproportionately as copper prices climb, since so little of the cost base remains exposed once byproducts are netted out.

The chart shows that investors understand the benefits of the company's operating leverage. SCCO has more than doubled off its spring lows and set a fresh record above $220 in late August before pulling back slightly.

BHP Gives Investors Diversified Exposure to the Copper Boom

BHP Group (NYSE: BHP) is the diversified pick, and for readers who are less risk-tolerant, it is arguably the easiest entry point into the copper thesis.

For the first time in the company's history, copper generated more than half of BHP's underlying EBITDA in fiscal 2026—about 54%, or roughly $18 billion—overtaking iron ore as the group's largest earnings contributor.

Underlying attributable profit rose 30% to $13.2 billion for the year. BHP's chart shows the same steady uptrend as its pure-play peers, climbing from the high $50s a year ago to near $96, though it has pulled back modestly from its late-August peak alongside the rest of the group. The tradeoff for investors is that BHP is less tethered specifically to copper, which gives it lower concentration risk than the other names on this list.

Copper’s Rally Faces a Risk From Tariffs and Policy Uncertainty

Not everyone treats $6.70 copper as a clean read on global growth. Some analysts note that the price carries a real "policy premium" tied to tariff uncertainty and the rush to beat any rule change, rather than reflecting pure consumption strength.

Glencore's CEO has even argued that a final tariff decision, whichever way it goes, could take some of the heat out of prices simply by ending the uncertainty. The fundamentals—AI-driven demand, mine supply constraints and grid buildout—are real and durable, but part of today's price also reflects a timing trade that could unwind once the tariff picture clarifies.