 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
This Week's Featured Story
From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story StrengthensWritten by Thomas Hughes. Article Posted: 8/29/2026. 
Key Points
- Workday's Q2 results showed revenue up 12.8% to $2.65 billion and adjusted EPS of $2.75, both topping expectations, driven by AI adoption.
- The company returned significant capital to shareholders, buying back $1.33 billion in shares and authorizing a new $4 billion buyback program.
- Analysts hold a consensus Hold rating with targets near $220, but institutional buying, low short interest, and a low P/E suggest long-term upside.
- Special Report: Here’s Why Trump Won’t End The Iran War
Workday (NASDAQ: WDAY) was among the hardest hit by SaaS-pocalypse fears—and among the best positioned for a rebound. The takeaway from Q2 reporting is that AI isn’t disrupting its business so much as driving it. AI model providers aren’t disrupting Workday’s business, and neither are the customers who were feared to be developing their own internal human resources automation tools. In reality, businesses and enterprises are turning to Workday in record numbers as it transitions from a legacy operator to a new-age agentic AI enabler.
Reasons why the stock price could continue to rise in 2026 and beyond include record sales, hypergrowth in core agentic AI segments, the deal pipeline, adoption rates and margins. Unlike AI infrastructure operators, which are heavily burdened by upfront costs, Workday is among the few companies successfully monetizing AI today. Among the critical details are Workday's cash flow and the capital returns it enables. Workday is a share-buying machine, repurchasing approximately $1.33 billion in shares during the quarter and issuing a new authorization. Buybacks helped reduce the share count by about 8.8% from a year earlier. The new authorization is worth $4 billion, or about 8.3% of the late-August market cap. Workday Is in the Early Stages of an AI BoomWorkday posted a strong quarter, with revenue growth and guidance that exceeded expectations. Revenue grew 12.8% to $2.65 billion, marginally ahead of expectations, underpinned by subscriptions and AI. Subscriptions grew 13.9%, while AI accounted for 25% of new contract value as adoption accelerated. Adoption, measured by the number of clients using at least one agentic product, grew by 35%. The backlog also grew solidly, up 14.2% on a 12-month basis and 8% overall, pointing to continued strength in the coming quarters. Margin was the real bright spot. The company widened margins at all levels, driving faster earnings growth despite increased investment. Adjusted operating income margin grew 210 basis points (bps), driving adjusted earnings per share of $2.75, up 20% from the prior year and nearly 15 cents above expectations. The Market Underprices WDAY’s Growth PotentialGuidance could be a catalyst for higher stock prices, with Q3 and full-year targets above consensus forecasts. The outlook is underpinned by new and expanded deals with hyperscalers, including Alphabet’s (NASDAQ: GOOGL) Google Cloud and Amazon's (NASDAQ: AMZN) AWS. The likely outcome is that Workday continues to gain momentum and outperforms its forecast in the subsequent quarter. The question now is where the stock price might go before then, and the trends are strongly bullish. The problem is that initial analyst responses to the release, as bullish as they were, lifted targets only to the $220 range. In this scenario, analysts are signaling a bottom in the stock and the potential for it to rise over time, but near-term upside remains limited. 
Long term, the upside potential is ample. The stock trades at a reasonably low price-to-earnings multiple today—about 17.5 times current-year guidance—which doesn’t fully reflect its growth trajectory. Analysts forecast substantial earnings growth in the coming years, which could significantly compress Workday’s forward P/E multiple. In this scenario, WDAY stock could rise by several hundred percentage points over the coming years, exceeding $1,000 within the next few years. Analyst ratings and institutional data reflect caution, but also an underlying confidence not found in most stocks. Thirty-eight analysts cover WDAY, a high number for any stock, and the consensus rating is Hold, with a 51.3% Buy-side bias. The uptrend in price targets is likely to continue as the year progresses. Institutions show a more visibly bullish posture, owning nearly 90% of the stock and accumulating shares quarterly over the trailing 12 months. Their activity accelerated noticeably in late Q2 and early Q3, coinciding with the stock price rebound and limiting risk in Q3. Workday has an added tailwind in the short interest. Short interest was falling ahead of the release and will likely decline further now that guidance is in place. The risk is that short sellers will reposition at a higher level, reinforcing the idea that near-term upside may be limited. Lingering SaaS-pocalypse fears add to the risk, setting the stage for volatility in upcoming quarters, if not an outright correction, should weaker-than-expected earnings or bad news emerge. Chart price action is bullish, signaling that the trend may continue. The risk, again, is that candlestick action limits near-term upside. The early-August price surge triggered selling and resistance at the long-term 150-week EMA, indicating a price cap near $227. . |
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