 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
Just For You
Franco-Nevada Earnings: Gold Is Rallying, But Does the Stock Even Care?Author: Chris Markoch. Date Posted: 8/13/2026. 
Key Points
- Franco-Nevada missed Q2 revenue and adjusted EPS estimates, but revenue rose 57%, and adjusted net income per share increased 46% year over year.
- Franco-Nevada could benefit if gold’s rebound continues, with J.P. Morgan Global Research forecasting an average gold price of $6,000 per ounce in Q4 2026.
- Franco-Nevada’s diversified royalty-and-streaming model offers gold exposure with less direct operating-cost risk than mine ownership, although the structure does not guarantee a profit.
- Special Report: Sell these "safe" blue chips immediately
Shares of Franco-Nevada (NYSE: FNV) were surging heading into the company’s Q2 2026 earnings report. The company reported slight misses on both the top and bottom lines, with revenue of $580.90 million falling short of expectations of $616.66 million. Adjusted earnings per share (EPS) of $1.81 also came in below the forecast of $1.95. Shares moved lower after the report, giving back some of their recent gains. Investors may want to view any pullback as a buying opportunity as a gold rally that appears to be just warming up.
One reason for investor optimism is the year-over-year (YOY) growth in revenue and earnings. Both figures were significantly ahead of the prior year’s results. Specifically, revenue rose 57% YOY, while adjusted EPS increased about 46%. The latter highlights the company’s high-margin, low-cost model, which benefits as underlying commodity prices rise. Franco-Nevada Earnings Show Why Gold Prices MatterThe headline numbers from the report also predate gold’s latest rebound. The second quarter ended June 30, and by Aug. 12, spot gold was trading around $4,400 per troy ounce, roughly 10% higher than a month earlier. Gold remains below its late-January 2026 peak, but J.P. Morgan Global Research sees room for another substantial move higher. Its June forecast calls for gold to average $6,000 per ounce in Q4 2026 and rise toward $6,300 per ounce by the end of 2027. That kind of backdrop supports mining stocks and makes royalty companies like Franco-Nevada more attractive. The company’s portfolio currently includes 445 assets, 121 of which are producing—or about 27%. That diversification is one of the features that sets FNV apart from a traditional miner. Gold’s Bull Market Could Have Further to RunA fair question is whether the current gold bull market will last. In the best of times, gold has its critics. It doesn’t offer a yield. An ounce of gold will always be an ounce of gold, but its price can move up or down based on market forces. However, those market forces have favored gold prices in recent years. Even with the sell-off in early 2026, gold is still up more than 30% over the last 12 months and has more than doubled over the last five years. Looking back even further, gold has followed an almost uninterrupted path higher since 2016. Of course, like any investment, past performance doesn’t guarantee future results. But the same reasons central banks began buying gold 10 years ago remain in place today and could continue to support demand for the foreseeable future. That could be one reason why institutional buying is back on the upswing. Big-money investors may be positioning themselves for a potential spike in gold prices over the remainder of the year. Why Franco-Nevada Offers a Different Way to Invest in GoldEven investors who believe in the merits of gold may find it difficult to add the metal to their portfolios. Buying physical gold is a solid option for investors who want custody of the asset. But it comes with a markup, along with storage and insurance costs. Investing in gold miners can also provide diverse exposure to gold. However, mining stocks are highly leveraged to gold prices, which can cut both ways, as many leveraged ETF owners have discovered. That’s an advantage for a company like Franco-Nevada. It provides capital to miners in return for the right to buy gold at a reduced price in the future. This business model is designed to generate profit while limiting the company’s direct exposure to mining costs, which investors can use to their advantage. The Franco-Nevada analyst forecasts on MarketBeat show a consensus price target of $273.40, representing a 15% gain from its recent trading levels. FNV Stock Technical Analysis: Is the Breakout Coming?The technical picture supports the fundamental story. FNV shares have been consolidating in a broad range since peaking above $280 earlier this year, later falling below $200 before staging a recovery. Shares pulled back after the earnings report but remain well above their recent lows. That pullback looks more like digestion than distribution. The stock is trading comfortably above its 200-day simple moving average, a level that had capped rallies before recently being reclaimed. That moving average has now shifted from resistance to potential support if shares weaken further. Momentum also favors the bulls. The 14-day Relative Strength Index remains near, but below, the 70 level commonly associated with overbought conditions, suggesting momentum is strong without becoming extreme. That leaves room for shares to run, particularly if spot gold continues climbing toward the per-ounce targets analysts are projecting for later this year. 
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