Editor’s Note: This might be the most important investing broadcast of the year. Legendary forecaster Porter Stansberry and Jeff Brown expose one of the most important and consequential financial stories in America today.
They say it’s a coordinated, government-backed mobilization that’s funneling trillions of dollars into a tiny handful of companies. For more details, click here. Or read on below to hear from Porter himself…
You won’t want to accept this.
You’ll reject it. Call me crazy for suggesting it.
I don’t care. I’m used to it. That’s what they called me when I predicted the fall of Fannie Mae and Freddie Mac, the bankruptcy of General Motors, the loss of America’s triple-A credit rating… the list goes on and on.
But I don’t let my emotions blind me to reality. No matter how difficult the truth… no matter how uncomfortable the fact… I follow my research to its logical conclusion.
You should too.
But I know most of you won’t – or can’t.
However, if you have any money in the stock market, savings in the bank – and especially if you are responsible for your family’s wealth – you really need to hear me out.
What I’ve discovered took months of investigation… and years of watching this moment build in the background of everyday life.
A powerful force — one almost no one fully understands — is on the verge of tearing through American life and wealth with brutal efficiency.
It won’t be fair. It won’t be gradual. And it won’t spare the unprepared. Hundreds of millions will feel the impact. Some could be devastated. A few others will come out far richer.
Which side you end up on may come down to one thing: how fast you act.
My job is simple: to make sure you land on the right side of what’s coming.
This force, described by Elon Musk as “the most likely cause of World War 3, demands a response. And it’s getting one.
It’s the reason Trump has been raising trillions of dollars from the Middle East…
The reason he forced Zelensky to hand over rights to half of Ukraine’s enormous mineral deposits…
It’s the reason Apple is spending $500 billion to bring their factories back to U.S. soil.
It’s even behind the President’s strange obsession with Greenland.
The threat of this force looms so large that Trump has privately declared it a national emergency… mobilizing public and private capital on a scale we haven’t seen since the Second World War.
In fact, strange as this may sound, what’s unfolding eerily resembles America’s transition to a total war state, 85 years ago.
Back then, key industrial assets were “drafted” to support the war effort. Boeing, GM, Ford, and Caterpillar were called on to produce tanks, fighter planes, and radar.
Today, the President has recruited the likes of Apple’s Tim Cook, Amazon’s Jeff Bezos, Mark Zuckerberg, and OpenAI’s Sam Altman… to tap their vast resources for his own, undeclared national emergency.
Why has he called upon the world’s largest companies and wealthiest men?
As you’ll see, trillions of dollars are rapidly being directed into a concentrated set of companies closely connected to this national emergency.
In this special broadcast, Jeff Brown and I will reveal what this national emergency is and how Trump and his team are reordering the entire economy to prepare for it.
More importantly, we’ll name the two companies most likely to profit.
This new emergency could determine who retires rich — and who gets wiped out, as it forces an epic rotation of capital from one side of the market to the other.
You still have time to prepare – but not much. In a matter of days, an expected announcement from Trump could send capital flooding into the companies we share in the broadcast.
That’s why we’re urging you to watch today.
Good investing,
Porter Stansberry
P.S. This is already underway. Money is rapidly moving. And we believe several popular stocks could be decimated by it. Don’t wait to be engulfed by it – prepare now. Go here.
Costco and Ross: 2 Ways to Play the Consumer Divide
Written by Chris Markoch. Published 8/24/2025.
Key Points
- Costco benefits from higher-income shoppers who remain resilient and value bulk buying.
- Ross Stores thrives as consumers trade down and seek off-price deals.
- Investors can hedge consumer uncertainty by owning both COST and ROST.
Retail stocks' earnings season has started, and one theme investors will hear repeatedly is the health of the consumer. The Federal Reserve's rate-hiking campaign has widened the gap between low- and middle-income households and their higher-income counterparts.
This divide shows up in uneven spending patterns: persistent inflation continues to strain lower-income consumers, while higher-income households remain resilient—even "trading down" at discount grocers like Walmart Inc. (NYSE: WMT) for everyday essentials as they seek value.
Powell Faces His Worst Nightmare September 17th—Here's How to Survive It (Ad)
On September 17th, the Fed faces an impossible choice—and Wall Street insiders are already preparing for the fallout. Whether Powell hikes or cuts, both paths lead to wealth destruction for unprepared investors.
American Alternative Assets just released the Mar-A-Lago Accord, revealing how elites are positioning ahead of the decision—and how you can do the same.
When assessing retail earnings, investors must identify each company's target customer and evaluate how that influences its current and future pricing power.
Costco Wholesale Corp. (NASDAQ: COST) and Ross Stores Inc. (NASDAQ: ROST) are two retail stocks that serve as useful barometers of pricing power across different consumer segments.
Costco Showcases Premium Pricing Power
Over the past five years, COST stock has delivered a total return (stock price appreciation plus reinvested dividends) of more than 220%. A $10,000 investment made in August 2020 would now be worth over $32,000.
Costco's membership model provides stable revenue through annual fees. In September 2024, the company raised its primary membership rate for the first time in seven years, yet worldwide retention remains above 90%.
Once members pay the fee, they are incentivized to "trade up"—buying bulk quantities and premium products. That approach supports Costco's robust 11.25% gross margin.
Looking ahead, Costco plans to expand its global footprint, bolstering future revenue and earnings growth. That outlook underpins its premium valuation, trading at more than 54x forward earnings.
Ross Stores Offers Value-Oriented Pricing Power
In times of economic uncertainty, budget-conscious shoppers "trade down," hunting for bargains. Ross Stores caters to these value seekers with its off-price model.
In its first-quarter fiscal 2026 earnings report, Ross warned of some margin pressure from tariffs—roughly 50% of its inventory is sourced from China. Nonetheless, analysts favor ROST stock for its strong fundamentals, including steady traffic, comparable-store sales growth and expanding margins.
The consensus analyst price target is $159.40, reflecting roughly fair value amid tariff headwinds. Still, ROST has returned over 72% on a total-return basis over the past five years.
COST or ROST Stock: Why Not Both?
While diversification is always important, COST and ROST occupy distinct niches—a membership warehouse club versus an off-price retailer—so both can coexist in a portfolio.
COST is both a growth and defensive stock. Continued spending by higher-income households supports its membership-driven model and modest price increases. The company has outperformed the broader market and raised its dividend for 22 consecutive years, and analysts expect these trends to continue.
ROST is more of a cyclical play but benefits from the enduring shift toward value. Bargain hunters continue flocking to off-price chains like Ross, sustaining traffic and same-store sales. Even if the Fed eventually cuts rates, Ross's core customers will still look to stretch their dollars.
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