No one has told you about it or prepared you for it…

But America’s money is being replaced.

A dollar reset on this scale has happened just once before in our 250-year history.

That was back in 1974, with a secret deal struck in a Saudi desert that quietly determined the financial fate of an entire generation of Americans.

It created extraordinary wealth for some, while casting millions more into relative poverty.

Now, 52 years later, it's happening again.

And I’d like to show you how to prepare for it, while there’s still time.

My name is Porter Stansberry.

I'm the founder of one of the largest independent financial research firms in the world. Over the last 30 years we've helped hundreds of thousands of Americans navigate almost every major economic cycle.

We've been on the forefront of every big financial story – from the collapse of Fannie Mae and Freddie Mac to the rise of Bitcoin, the COVID inflation surge, and the artificial intelligence revolution.

But today, I need to expose a story the likes of which we haven't seen in half a century.

And as you'll see, the aftershock of this event could reset not just your personal wealth, but the entire foundation of the U.S. dollar.

How you save, how you invest, how you protect everything you've built… it's all being reshaped by what Fortune calls "the biggest change to the world's relationship with the dollar" in a generation.

Yet almost nobody is prepared for it.

So if you've been watching the chaos of the past year unfold, struggling to make sense of it all – you're about to get the answers you've been searching for.

Everything from the government taking direct equity stakes in tiny mining companies… to Trump's obsession with Greenland… his strange deals with Elon Musk, Jeff Bezos, Sam Altman, and Mark Zuckerberg… the re-opening of shuttered nuclear plants… and a $12 billion stockpile of obscure metals most Americans have never heard of…

It's all deeply and inexorably connected to an inescapable fact no one has prepared you for:

President Trump is replacing the dollar.

His shocking money reset has bypassed all conventional channels – enacted instead through a series of executive orders, bi-lateral deals, and a landmark treaty signed by 13 nations in December 2025 (barely reported in the press) called Pax Silica.

You need to know that the financial decisions you make in the face of Trump's New Dollar could dictate whether you're enriched, or quietly impoverished by the seismic shift already underway.

The stocks to buy. The assets to avoid. And the critical moves our research indicates you should make to ensure you and your family end up on the right side of this once-in-a-generation wealth divide…

It's all laid out here for you in my important new briefing.

Good investing,
Porter Stansberry

Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain

Author: Chris Markoch. First Published: 8/24/2026.

Long-term Treasury yields are rebounding despite the government's expanded bond-buyback plan, putting renewed pressure on rate-sensitive stocks. The 30-year Treasury yield recently reached its highest level since 2007, prompting the U.S. Treasury Department to announce expanded long-duration buybacks to relieve pressure on the long end of the bond market.

Yields bounced right back anyway. That's a sign that buyback programs alone may not be enough to keep a lid on borrowing costs. To be fair, bond yields don't move stock prices directly. However, they influence the assumptions investors use to value stocks, and that's where the real damage—or opportunity—emerges.

It's accurate to note that 30-year yields are not high by historical standards. But the long arc of history doesn't mean much to investors, consumers and businesses that became accustomed to operating in a world where low yields were the norm.

When financing costs remain elevated, businesses sensitive to dividends, growth and momentum are often repriced first, before their actual earnings show any strain. The key is understanding how higher bond yields could impact specific stocks and sectors. The risks differ, but they are equally real.

Realty Income: The Monthly Income Payer May Get Comparison Shopped

Realty Income (NYSE: O) is known as The Monthly Dividend Company®. As a real estate investment trust (REIT), the company is generally required to distribute at least 90% of its taxable income to shareholders as dividends. The predictability of that dividend is also matched by an attractive 5.25% yield.

However, Realty Income has also delivered attractive share-price growth despite a challenging commercial real estate market. That's why Realty Income has delivered a total return of more than 640% over the last 20 years.

Higher long-term interest rates may start to make Realty Income's dividend look less competitive. That could change if the company continues to deliver double-digit stock-price growth. However, that will depend on earnings, which may come under pressure if higher long-term bond yields increase the company's financing costs.

Analysts forecast approximately 3.8% earnings growth over the next 12 months. That's consistent with its earnings growth rate over the last 10 years, which may make the stock more attractive for current shareholders to hold. However, investors on the sidelines may want to wait for confirmation of that earnings growth before committing capital.

D.R. Horton: A Direct Correlation With a Frozen Housing Market

D.R. Horton (NYSE: DHI) is one of the nation's largest homebuilders. It may surprise investors to see that DHI is up nearly 55% over the last five years despite a housing market that seized up once interest rates began moving higher.

Homebuilders are dealing not only with soft consumer demand but also with higher input costs. Theoretically, higher bond yields could lead to actions that bring inflation down, which would help address the input-cost issue. But the demand problem will only be solved by lower mortgage rates, which are inconsistent with higher Treasury yields.

This weakness has shown up in the company's earnings per share (EPS), which have declined year over year (YOY) for the past four quarters. In a higher-for-longer rate environment, D.R. Horton will likely have to rely on more promotions, putting further pressure on margins. Adding to that pressure, the homebuilder cut its forward revenue guidance when it reported Q3 2026 earnings in July.

Bullish analysts point out that Berkshire Hathaway recently took a new stake in DHI. The company, formerly led by Warren Buffett, tends to be early. Skeptics will say Berkshire may be too early on this one.

Palantir: Yields May Be the Immovable Object Blocking Momentum

Palantir Technologies (NASDAQ: PLTR) delivered one of the strongest earnings reports of the current cycle on Aug. 3. PLTR is up more than 40% since the report after the company demonstrated its key role in the AI ecosystem. By every measure that matters, Palantir delivered a strong report.

But its momentum has stalled around $170. That is due in no small part to higher Treasury yields. On the one hand, this confirms a higher floor, which was likely and deserved after the strong report. On the other hand, the stock's resistance to moving higher could be attributed, in part, to rising yields, which are prompting investors to rethink risk-on assets with high valuations.

The takeaway for investors is that it may take a period of multiple compression for PLTR to move higher. That scenario would be a gift to many investors who were late to Palantir, as analysts continue to raise their price targets despite valuation concerns.

Right now, you can buy a dollar's worth of gold for about 36 cents.

That sounds impossible. Here's how it's real.

The major gold miners are throwing off record cash flow — even after gold's recent pullback. The four largest have never had this much free cash on hand. Ever. At today's gold price, they're running margins as high as 75% — the most profitable they have ever been.

Which hands them a problem.

Go here to see the problem — and why the majors are about to go on a shopping spree for the ages.

When a major gold miner makes record profits, it does one of two things: hand the cash back to shareholders, or buy the best junior mining assets to secure future production.

And here's the piece the market is missing:

The best junior assets are still priced as if gold were stuck at $1,800 an ounce — not north of $4,000, where it trades today.

So the majors are staring at their own future production shrinking, sitting on record cash, looking at top-tier junior assets trading at a fraction of what that gold is worth at today's price.

They don't have a choice. They buy — or their output keeps shrinking until they're out of business.

That's how you buy a dollar of gold for 36 cents: you own the junior before the major is forced to pay up for it.

The gap between what these assets are worth and what they trade for has a name. I call it the Golden Anomaly. It only appears early in a gold bull market, and it closes fast — usually the moment the majors start writing cheques.

So you can pay full price after the gap closes…

Or buy the dollar for 36 cents while the Anomaly still exists.

My name is Garrett Goggin, CFA, CMT, and it's why Porter Stansberry recently called me:

"THE most knowledgeable gold investor in the world."

Go here to see my Golden Anomaly portfolio — and the three names next on the majors' shopping list.

Best,

Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio

When Unusual Volume Isn't Noise: 3 Small-Caps Sending Signals

Written by Chris Markoch. Publication Date: 8/27/2026.

The volume of shares traded during a session often gets only a passing mention in the financial press—until a stock experiences unusually high volume. That's because volume can provide an important measure of the conviction behind a stock's price movement.

Stocks that trade at a multiple of their average daily volume are considered to be experiencing unusual volume. Any stock, from blue-chip large-cap stocks to speculative penny stocks, can experience a volume spike.

Stocks typically won't remain at unusually high volume for long before reverting to their average. But even when they do, the catalyst for the volume spike may still be present. That's the case for three small-cap stocks that have recently shown unusually high trading volume for completely different but valid reasons.

Is High Volume a Signal or Noise?

A volume spike is simply a signal that something has changed. Before acting on stocks with unusual volume, it's important to understand why volume is spiking. It's usually based on some type of news. But sometimes that news is more relevant to a related stock in the company's sector, or it may simply be noise.

For example, insider selling gets a lot of attention, but it often has nothing to do with a stock's fundamentals. Likewise, concerns about the relationship between artificial intelligence (AI) and software drove up volume across many stocks, including those reporting strong earnings.

Conversely, a new product launch may drive up trading volume as investors anticipate stronger sales and higher earnings. Volume can also climb because of high short interest. When many investors with short positions have to cover them, a short squeeze can occur.

Each example shows why unusually high trading volume by itself is not a reason to buy or sell a stock. They also illustrate why these three small-cap stocks may be worth a closer look.

Canada Goose: The Beaten-Down Stock With a Contrarian Setup

Unusually high volume can be positive or negative for a stock. In the case of Canada Goose (NYSE: GOOS), brief periods of high volume over the past year have mostly pushed the price lower. As of this writing, GOOS trades near its 52-week low of $8.10.

The reason is found in the company's name. Canada Goose is a Canadian company that will be directly affected by the escalating trade dispute between the United States and Canada.

According to data from Bank of America, a 50% tariff on Canadian goods, which took effect Aug. 22, raises the company's effective tariff rate on U.S. imports to 41.4% from 4.3%. That puts pressure on Canada Goose's bottom line, with year-over-year (YOY) results already lower because of soft traffic.

However, revenue is still growing YOY, and the company's luxury products come with an attractive gross margin of over 60%. That's particularly important because the company caters to consumers who are less impacted by sticky inflation and affordability concerns.

For investors with room in their portfolios for a beaten-down contrarian stock with solid fundamentals and potentially asymmetric upside if the category rebounds, GOOS is one to consider.

Capital Clean Energy Carriers: An Under-the-Radar Steady Compounder

Capital Clean Energy Carriers (NASDAQ: CCEC) is on the other end of the volume story. The company has seen spikes in trading volume as a bull case develops for a normally predictable shipping company.

Geopolitics is the story here. Capital Clean Energy operates a fleet of LNG and gas carriers that is seeing increased demand for contracted capacity as LNG demand rises and customers seek access to the company's shipping routes. Those routes run from the U.S. Gulf Coast to Asia, effectively bypassing the Strait of Hormuz.

In its Q2 2026 earnings report, the company reported a backlog of around $2.9 billion in contracted revenue (up to $4.3 billion with options). That was accompanied by adjusted earnings per share (EPS) that beat estimates by 50%. These results help explain why CCEC is trading within 10% of its 52-week high and why continued LNG shipping demand could drive the stock higher.

SOPHiA GENETICS: A Biotech That's Getting Re-Rated

SOPHiA GENETICS (NASDAQ: SOPH) rounds out this group of small-cap stocks. The company operates a cloud-based software-as-a-service (SaaS) platform that analyzes genomics, radiomics, and clinical data to guide cancer and rare disease diagnostics.

The company's volume spike is directly tied to its Q2 2026 earnings report, which beat revenue expectations and sent shares higher in premarket trading. This suggests that a genuine re-rating is underway.

The re-rating case rests on U.S. momentum: American revenue grew 64% year-over-year, and liquid biopsy revenue jumped 80% as the MSK-ACCESS and MSK-IMPACT applications ramped with new hospital customers, including a first pediatric partnership with Children's Hospital of Philadelphia.

The bigger debate is whether that momentum is durable. Management calls its network of more than 1,000 institutions across 75 countries a moat "that cannot be bought or replicated," built on a dataset of millions of genomic profiles that improves with every case analyzed.

That's a real advantage internationally, where SOPHiA faces less direct competition. But well-funded rivals and cloud-native AI entrants are circling, and the company is still burning cash, with breakeven adjusted EBITDA not expected until late 2026. For investors, the volume spike reflects genuine acceleration, but the long-term bull case remains unsettled.