Dear Reader,
Happy Friday.
We made it. Whew!
Yesterday we launched our brand-new America First Fortunes product.
Everyone here worked round the clock to make it great. We really did. Every member of my team and I busted our butts for you, because you’re worth it.
I always think of that old Frank Sinatra line, “if you think fans are not important, try selling records without them for a while.”
I also want to thank those of you who sent birthday wishes for Lila. We appreciate them very much. We had a great time yesterday.
Today I want to answer some more great questions that came in about America First investing.
Almost 1,000 people filled out our America First survey, and some of the questions we got were so interesting.
It really reminds me how smart our customers are.
Not to brag, but I honestly think you, our customers, are smarter than most of our competitors’ customers.
Now, I haven’t given anybody an IQ test, but my pet theory is that since we talk about global issues, geopolitics, history, great power competition, energy, big issues, we just tend to attract smart, interesting customers.
Our competitors, many of them are simpletons, saying simple things, which is fine - many of them have great products. I’m just saying I think we attract a higher quality of thinker.
Anyway, here are some of the questions we’re received in the last 24 hours that really made me think…
John Z. asks, “is there a chronological progression of stock investments that will be most beneficial to building back our country?”
This touches on something I said yesterday.
Remember something: when we pull the camera back, on July 4th, Trump’s “one big beautiful bill” passed to give investors and corporations the roadmap they’d been waiting for.
And remember, too, that six days after that bill passed, the Trump administration invested money in MP Materials, and shares jumped 400%.
Forty-nine days later, the administration invested in Intel and shares doubled.
Ninety days later, same story with Lithium Americas - shares doubled.
And then a few days after that, the Trump admin invested in Trilogy Metals and shares went up 345%.
So my point is, this “big beautiful bill” unlocked billions and trillions of dollars for America First investments.
Which is great! This includes a lot of national security investments.
Now, big companies that budget and plan years in advance - they don’t move as fast as Trump.
So their budgets will unfold next year.
That’s why the timing for this product is so good.
You’re already starting to see some of this play out.
For example, Eli Lilly announced a $6 billion plant in Huntsville, Alabama for their weight loss drug.
A lot of very exciting things are coming next year.
Here’s another valid question:
“Do you think this product will be over after Trump leaves office?”
It’s funny - that’s a great, reasonable, honest question.
We actually talked about this in the interview.
Something cool we do in America First Fortunes is interview lobbyists, policymakers, etc.
This is a bipartisan mission.
Remember, Biden came up with the Inflation Reduction Act, which was Democrats’ version of this.
Trump came up with One Big Beautiful Bill, which is the Republican version.
Both sides believe that we have to bring manufacturing critical to our national security back to our shores.
The only difference is in how they propose to pay for it.
The Democrats believe in investing in these companies.
Republicans believe in tax incentives instead of direct investments.
Although Trump, being the maverick he is, has done both.
The Big Beautiful Bill is super duper loaded with tax incentives.
For example, and this speaks to a question Robert S. wrote in:
“Do you believe the big beautiful bill and these America First projects are going to supply jobs?”
My answer is yes.
The big reason this product is so timely, especially for 2026, is it allows for full and immediate expensing of production facilities.
That is a HUGE incentive for manufacturers here!
It lets companies immediately deduct the full cost of building or upgrading plants in the United States and U.S. territories, rather than depreciating those costs over decades.
That means it reduces the after-tax costs of new factories, machines, equipment in the U.S.
Which makes domestic manufacturing a lot more attractive.
So, this is completely bipartisan. Again, the Trump administration is using tax policy to dictate it, whereas the Biden administration was using grants.
Okay, Neil W. wrote in: “does the big beautiful bill provide funding for nuclear development?”
This again speaks to the bipartisan nature of this.
The Biden plan - the “Inflation Reduction Act,” had its own incentives for nuclear power development.
Trump’s plan, the “big beautiful bill,” extends those out, and adds a 10% bonus if they meet specific criteria.
So, as we enter 2026, imagine it’s a race and Trump’s just shot the gun up in the air, and companies get to expense all these tax benefits and everybody rushes in to build plants in the U.S.
There’s going to be a super competition for talent because as I said the other day the Mag 7 have about 500 big data centers, including 440 that are in the works right now.
This has created 100,000 good paying jobs already. Each one creates 2,000 to 3,000 jobs.
So there is a race between big companies sucking in talent.
So, darn right it creates jobs.
Question: “How will America First differ from your other products?”
That’s a great question.
Take Eli Lilly - Eli Lilly just hit $1,100 a share. We recommended it in the $400s about two years ago on the strength of that weight loss trade.
Now, we recommended that to Biotech Insider, okay?
And that service has been fantastic.
But here is how America First plays on the same trade -
Eli Lilly just the other day announced they’re going to build a $6 billion manufacturing plant in America for their weight loss drugs.
So they will hire a company like Catalent - a company that helps biotech companies by providing biochemical manufacturing services for biotech companies that are expanding.
Companies like this historically benefit when big pharma plants expand capacity.
You think of Rockwell Automation.
Another small, fall-through-the-cracks company that is a key player here.
This is a leading supplier of automation systems for critical high efficiency pharmaceutical plants, using AI and machine language and robotics.
And Eli Lilly has said, of course, that automation is going to be a big part of their plan.
These little companies you don’t really think of have strong presence in America First and will benefit very well.
Okay, George writes in: “Is there an investment minimum? And can I invest through my existing brokerage account?”
There is no minimum investment requirement, and it’s against the law for me to give personalized investment advice - I can just give general advice which is only invest what you feel is safe for you.
And yes, you can use an existing brokerage account. We will be dealing with regular, common stocks. Nothing fancy at all. Nothing complicated.
Good old-fashioned American businesses or businesses with great exposure to this America First megatrend.
Gary wrote in, “I want an in-depth analysis of company financials. No Enron, please.”
You and me both, Gary.
I’ve been doing this a long time. I’ve made thousands of recommendations. Not one “Enron” yet.
We’ve taken losses like anyone. You can look at our 8-year track record as a company and that shows you how we do things here.
We have a 74% win-rate and 42% average gains per trade on our Behind the Markets newsletter alone.
Look, if you’re doing this over 30 years and you’re not right as often as we are, you’re in the wrong business.
We will do our best to make you happy, Gary.
Richard asks, “could I still take advantage of this as a Canadian?”
Absolutely.
These are all U.S. stocks - no private companies. No matter where you are in the world, as long as you can buy U.S. stocks, you can invest in our America First portfolio stocks.
Tammy asks, “how often will America First Fortunes be published?”
This will be a monthly service like our other premium products plus send regular updates and weekly track record updates.
Zelda writes, “is this product a definite winner?”
Look, I like to think it is.
I’ll tell you what - this is a really cool idea.
I haven’t seen anybody else doing this.
We’re facing a big mega wave that’s happening.
We got the right people. You got me, and I don’t get caught up in euphoria. Believe me when I tell you, I’m as skeptical a human being as there is.
So I’m not just rushing into this because I think, “oh, it’s America First - we’re going to get paid.”
I am studying the policy and where the cash is going, and really taking advantage of this massive reshoring.
And again, this all ties into the rise of China - the geopolitical contest that we’ve been talking about here for years and years.
This is just the next phase of that story.
Very important phase for us.
So, I think the product is a winner because it’s unique.
Banks like JPMorgan are setting up their own versions of this, okay?
That’s how you do it smart.
I think we’re doing it smart.
And I think we’re going to give you access to something regular folks just don’t get access to.
I really do.
It’s an adventure.
I think, God willing, we put ourselves in a position to make some good money, but also learn a lot of stuff along the process
Remember Carl Sagan?
He did that show Cosmos.
That was a very big show for me when I was a kid.
I remember being a little boy watching that and the beginning of the show when he says, “come with me on a journey, in our imaginary spaceship.”
And I feel the same way Carl Sagan did.
Boy, wasn’t he special?
He was so special.
He loved what he was doing, just like I love what I’m doing.
So come with us on a journey through this America First Renaissance.
I think we’re going to have a lot of fun together.
Go here to watch our America First Summit and take advantage of this rare profit window.
That’s all I have today.
Have a wonderful weekend and I’ll speak to you Monday.
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