 Take a look at this formerly classified document: 
Most people (professionals included) have never heard of it… But it’s been quietly protecting the value of your savings, your retirement, and every dollar in your wallet for the last 50 years. Created under Henry Kissinger in 1974… It had a name only Washington could love: The U.S.–Saudi Arabia Joint Commission on Economic Cooperation. And this little-known arrangement helped anchor one of the most important financial relationships on earth: Saudi oil… U.S. dollars… And America’s ability to fund its power. For half a century, it helped tie global oil trade to the U.S. dollar… Keeping demand for dollars artificially high… And protecting the purchasing power of every American who ever saved money, owned a home, or built a retirement account. On June 9, 2024… It ended quietly. Now, the war in Iran is shining a huge spotlight on its downfall. What comes next is a complete reset of the dollar system — One that could hit your money from every direction.
- Stocks crushed 40% to 80% in real terms.
- Real estate cut in half as buyers vanish.
- Inflation grinding at 10% to 15% — month after month, year after year.
Please understand– if you own stocks, bonds, real estate, cash, or a retirement account tied to the U.S. dollar… You need to read this short presentation now. It could be the difference between being blindsided by the reset… And positioning yourself in the tiny group of gold stocks I believe could soar as the dollar system cracks. Click here now. Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio
This Week's Bonus Content
5 Space Stocks Face a Brutal Correction: Which Ones Are Still Buys?By Ryan Hasson. Originally Published: 7/28/2026. 
Key Points
- Space stocks have fallen 50% to more than 70% from their highs after SpaceX's Nasdaq debut triggered a sector-wide sell-off in June.
- Redwire and Rocket Lab screen as the most compelling opportunities, offering the best combinations of valuation, balance sheet strength, and business quality.
- AST SpaceMobile, Intuitive Machines, and Voyager Technologies carry weaker fundamentals or unresolved risks, with earnings in early August set to test their valuations.
- Special Report: This tiny launch company operates next to SpaceX and Blue Origin
The space trade has endured one of the most violent resets of any sector this year. When SpaceX (NASDAQ: SPCX) debuted on the Nasdaq on June 12, the most anticipated IPO in history triggered a double-digit percentage plunge in many space stocks as capital rotated into the new listing. SpaceX itself later joined the wreckage, with SPCX shares down nearly 50% from their mid-June post-IPO peak. The names that rode the pre-IPO euphoria have been repriced mercilessly, with drawdowns across the group ranging from 50% to more than 70%. That kind of destruction forces a question worth answering honestly: Which of these stocks are genuine opportunities at these levels, and which remain expensive or broken despite their discounts? Notably, some analysts have argued that this is the best time in a generation to buy space and defense stocks. To sort that out, each of the five names below is measured against the same screen: how far it has fallen, what investors are paying per dollar of sales, whether the underlying economics work and what the overall analyst actions signal. Rocket Lab: The Best Business, Still Priced Like It
Rocket Lab (NASDAQ: RKLB) closed Monday, July 27, down almost 56% from its 52-week high of $151 and nearly 4% lower for the year. Its operational story, however, has barely missed a beat during the decline. The company recently announced a record $266 million contract with the Space Force for hypersonic test launches. The pending $8 billion Iridium acquisition would add recurring services revenue, Neutron remains on track for its debut later this year, and Q2 earnings are expected on Aug. 10. The complication is that even after losing more than half its value, RKLB still trades at more than 64 times its $601.8 million in annual sales, with a trailing net loss of $198.2 million. Piper Sandler's mid-July Neutral initiation at $83 made exactly this point: Expensive is a description of price versus fundamentals, not price versus the old high. Heavy insider selling, including large sales from CEO Peter Beck, has not helped sentiment. The broader consensus remains Moderate Buy, with a $110.29 average target. Still, the verdict here requires patience. Rocket Lab is the highest-quality business in the group, and long-term investors buying today are getting a far better price than those who bought in May. They should do so knowing that the valuation still assumes Neutron succeeds and Iridium integrates cleanly. AST SpaceMobile: Fresh Upgrades Meet the Sector's Most Extreme ValuationAST SpaceMobile (NASDAQ: ASTS) is down close to 57% from its high of $133.86 and nearly 20% for the year. Interestingly, the same Piper Sandler analyst who flagged Rocket Lab's valuation initiated coverage of AST SpaceMobile at Overweight with a $100 target in mid-July. Two days later, B. Riley upgraded the stock to Buy with an $85 target. The bull case is genuinely exciting: a direct-to-smartphone satellite network with eight to 10 BlueBird satellites already operational and the next batch launching in August, backed by partners including Vodafone and Rakuten. But the broader analyst picture is more divided than those headlines suggest. The consensus rating is just Hold, with three sell ratings still on the tape and an average target of $86.95. The baseline numbers also demand respect for the risk. ASTS trades at more than 300 times trailing sales of just $70.9 million, with a trailing loss of $341 million, a debt-to-equity ratio of 1.11 and a fresh $1.15 billion convertible-notes offering adding dilution. Skepticism around the company is also elevated, with short sellers holding almost 20% of the float. The verdict: For aggressive investors who believe the network can scale, the fresh endorsements and August launch cadence make this a legitimate speculative buy. But for anyone who needs current fundamentals to justify a position, it likely does not qualify yet. Redwire: The Only Name Still Green, and the Cheapest by FarRedwire (NYSE: RDW) is the outlier on this list in more than one way. The stock is down a punishing 67% from its 52-week high of $26.64, the second-deepest drawdown of the group. Despite that immense decline, however, it remains up more than 13% year to date, making it the only name here still positive in 2026. That odd combination reflects how extreme the spring spike was, not weakness in the underlying story. On paper, and at first glance, Redwire stands apart. It trades at roughly six times trailing sales, by far the cheapest multiple in the group, and carries a relatively clean balance sheet, with debt-to-equity recently near 0.1. The business is also well diversified, spanning space infrastructure, a growing defense drone franchise anchored by the NATO Penguin Mk3 award and first-mover work in space-based pharmaceutical research. The analyst picture supports the case: The consensus across 12 analysts is Moderate Buy, with an average target of $15.44, implying close to 75% upside. The company remains deeply unprofitable on a trailing basis, and ongoing insider selling is the honest caveat. The verdict: On a pure risk-reward basis, Redwire screens as one of the most compelling buying opportunities, along with Rocket Lab, for risk-tolerant investors. Intuitive Machines: The Deepest Drawdown Hides a Margin ProblemIntuitive Machines (NASDAQ: LUNR) has fallen further than anything else on this list, closing at $13.31 on Monday, July 27, more than 72% below its 52-week high and nearly 20% lower for the year. As covered by MarketBeat earlier this year, the lunar franchise has real substance: a sixth NASA CLPS award in a moon-base program worth nearly $600 million across three firms, a record $1.1 billion backlog and trailing annual revenue of $328 million. But the screen exposes a problem the headlines do not. For Q1 2026, the company posted a quarterly gross margin of roughly 16%, meaning it keeps less than 20 cents of every revenue dollar before overhead. Revenue growth without economic viability is how a stock suffers a 71% drawdown, and it is why the consensus rating remains Hold. Short interest, at nearly 40% of the float, is the highest in the group, and insider selling has been relentless all year, including repeated sales by the co-founder and chairman and multimillion-dollar disposals by the CEO. For LUNR, the initial objective verdict is that it belongs in the “may not be” column until gross margins show durable improvement. Cheap-looking is not the same as cheap. Voyager Technologies: The Starlab Option, With an Aug. 3 TestVoyager Technologies (NYSE: VOYG) closed Monday, July 27, essentially flat for the year and down close to 50% from its high of $52.40, the smallest drawdown of the five. The long-term draw is its majority stake in Starlab, the commercial space station positioned to succeed the ISS when it retires in 2030, alongside a newly completed Astrobotic acquisition that brought with it a $298 million NASA contract. The contract cadence has been impressive, with Sandia National Laboratories and an agentic-AI platform award landing this month alone. The economics, however, look uncomfortably similar to LUNR's. Net margins sit at negative 72%, and the trailing loss of more than $100 million is large relative to just $166 million in annual sales. On paper, Wall Street remains constructive, with a Moderate Buy consensus across 13 analysts and an average target of $43.64. But the most recent signal cut the other way: Morgan Stanley moved the stock to Underweight with a $39 target on July 15, even as Wedbush and BTIG initiated targets of $46 and $55 the prior month. With a beta of 4.13 and roughly 25% of the float sold short, the stock could move violently on its Q2 report, due Aug. 3, the nearest catalyst among these names. The verdict: a watchlist name, not yet a buy. The report will show whether raised 2026 guidance is translating into better economics. Sorting the Buys From the RestApplying a single initial screen across these five stocks yields a useful first-layer pecking order and helps separate real value from value traps. Redwire offers the best combination of valuation, balance sheet and diversification for investors willing to accept the losses still on the books. Rocket Lab is the franchise worth owning for the long haul, provided buyers accept that they could still be paying a slight premium. AST SpaceMobile is a defensible speculation for aggressive investors, and nothing more conservative than that. Voyager needs its upcoming earnings report to make the case. Intuitive Machines, despite the deepest discount, has the weakest economics in the group and the least urgency to own. The correction created real opportunities, but it did not make everything cheap. With earnings from three of these names landing in the first two weeks of August, the market is about to referee these objective verdicts in real time. . |
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