Dear Reader,
Good morning. Happy Wednesday!
Just one day till we launch America First Fortunes.
[Event Registration Required: Click here to register for your private invitation.]
So, today I want to share something really exciting - talk about being in the right place at the right time…
Yesterday it came out that Todd Combs, the guy Warren Buffett hired to manage his money at Berkshire Hathaway, was leaving and going to JPMorgan Chase.
Why?
Because the CEO of JPMorgan Chase, Jamie Dimon, is creating his own “America First”-type product.
As I’ve said before in these videos, he’s actually following us.
He has promised to invest $1.5 trillion over the next 10 years - $100 billion a year in America First projects.
And, just like us with our America First Fortunes product we’re officially launching tomorrow…
We’ve assembled a team.
We’re talking to policymakers, defense experts, lobbyists, D.C. insiders…
Giving you Capitol Hill access you’ve never had before.
I don’t know if he’s watching these videos, but he’s doing the same thing we are…
Putting together a super team - Condoleezza Rice, Jim Farley, Alex Gorsky, Robert Gates, Paul Ryan.
And he hired Todd Combs, the guy who’s been running Buffett’s money at Berkshire Hathaway, to make these investments.
Jamie Dimon said to Maria Bartiromo the other day: “if you had any illusion the world would be peaceful in our lives, it was shattered.”
Sounds a lot like us, right?
We always talk about the rise of China.
We talk about Russia and Ukraine.
These are revisionist powers, trying to revise the international order.
They’re trying to take our place - push us out and take over.
We as Americans need to reindustrialize our national security.
With our new America First Fortunes project, we are going to open doors for you that you never knew existed…
Taking you deep inside what’s happening on Capitol Hill.
We want to get inside and follow the policy to great stock recommendations.
It’s cool to see another smart person who cares about America, Jamie Dimon, is doing the same thing.
The only difference is - you can’t invest in what they’re doing. But we have a version right here you can invest in.
We may not be the very first but we are very early on this America First megatrend.
We got to work as soon as the budget passed, talking to insiders and designing a product to serve you in what we believe is the biggest opportunity this decade.
This might go down in history as a revolutionary product.
We got here very fast for you guys - we are not playing games.
As soon as that big beautiful bill passed, I could see exactly how the game is being laid out - the tax incentives, what the government is standing behind.
And we can confidently say which industries the government is putting their muscle behind.
So we lined up the experts to help us analyze the best of the best in these industries.
I’m very excited about this.
The minute you join tomorrow, you will see all we’ve prepared for you.
This is really cool stuff - unlike anything we’ve ever done.
I saw a guy go out recently and say, “I’m going to launch an America First ETF.”
Good for you. The only problem is, they’re going to blanket-buy anything that manufactures in America.
That’s one way to do it, if you’re looking for a 12% return on capital.
We’re not after “average” companies here with America First Fortunes.
We’re looking at companies getting 20%, 30% returns on their capital, that have the power to triple, quadruple, even 10X as the America First megatrend forges ahead.
America First ETFs are mass market marketing stuff. Not big money opportunities.
Jamie Dimon has the really “inside baseball.”
They’re going to help structure these deals.
We’re using inside baseball to help find these deals.
We won’t structure them - we’re not an investment bank like JPMorgan. We’re a research house.
But we’re going around looking at how these deals are structured and recommending the little-known best of the best.
Now, AI has been the biggest story in the world for the last few years.
But looking ahead, America First is going to take its place as the biggest market story of 2026.
There are so many big opportunities I can’t wait to share with you.
If you have registered to join our America First Summit - I look forward to seeing you tomorrow at 1:00 eastern.
If you haven’t yet secured your spot, Click here to RSVP.
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