 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
This Month's Bonus News
Treasury Yields Are Surging Again: 3 Stocks That Could Feel the PainAuthor: Chris Markoch. First Published: 8/24/2026. 
Key Points
- Long-term Treasury yields rebounded even after the Treasury Department expanded bond buybacks, suggesting the programs alone cannot contain borrowing costs.
- Rate-sensitive stocks like Realty Income and D.R. Horton face pressure from elevated financing costs, weaker demand, and less competitive dividend yields.
- Palantir's stock rally has stalled near $170 as higher Treasury yields prompt investors to reassess valuations of high-growth, risk-on assets.
- Special Report: Sell these "safe" blue chips immediately
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 ShoppedRealty 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 MarketD.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 MomentumPalantir 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. . |
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