A Message from Porter & Company It didn’t happen all at once. Nothing ever does. For decades, the financial establishment acted as if the rules didn’t apply to them… as if debt didn’t matter, as if printing money was a magic trick, as if the promises made to retirees and creditors could be delayed, inflated, or restructured forever. The world’s biggest debtor nation kept borrowing, spending, and lying to itself… and the world kept playing along. Today, I need to show you – that era is over. As one of the world’s most respected bond investors, Jeffrey Gundlach, recently put it: “A [debt] reckoning is coming.” What we’re about to live through won’t be just another crisis, not just another bubble popping. It’s the inevitable, slow-motion end of the entire post-1971 monetary order. The one that began when President Richard Nixon defaulted on the Bretton Woods agreement. The one that paid for every lie since. If you’ve ever wondered how great powers fall, just stay tuned. This is it. The most brutal reality show the world has ever seen. And the real tragedy is… we were warned. Back in 2010, I said it plainly: when the Federal Reserve began printing money to buy mortgage debt and Treasury bonds – without any authorization from Congress – we had crossed a line. That act, and every one that followed it, was a tax levied not through law but under the guise of financial crisis. Over the years, I’ve documented each step in this long unwinding – the degradation of our institutions, the cultural decay, the rise in crime, drug abuse, gambling, prostitution, personal debt, and depression. These are not disconnected social trends. They are symptoms of the same disease: a debauched currency that rewards speculation over work, dependency over self-reliance, corruption over character. America’s total debt (public and private) has exploded to over 400% of GDP. Interest payments now exceed $1 trillion annually and are rising fast. Social Security and Medicare shortfalls are unfixable. Productivity is stagnating. Birth rates are falling. The age of first homeownership is now middle-age. Government spending has become a permanent parasite on every productive effort. And now comes the reckoning. In just the last 20 years, the federal debt per person has nearly tripled. If current trends continue, it will reach $150,000 per person by the end of Trump’s second term. And it will not be paid back. It can’t be. The numbers don’t work. You may think the government can "fix" this. Think again. They won’t. They can’t. Because the problem is the government. And as always, the solution will be the same: inflate away the debt. Devalue the dollar. Break their promises. Punish savers. Reward debtors. Rewrite the rules. Plato once warned of a ship in crisis, a ship of fools – where the sailors mutiny, cast aside the true navigator, and fight each other for control… while the vessel drifts toward disaster. That’s what we’re living through.  America’s financial ship has no captain. The Federal Reserve and Trump clash in public, not to solve the problem, but to obscure it… To convince the public that credit is good. That deficits don’t matter. That the only cure for their debt addiction is more borrowing, more printing, and more taxes on the very people already sinking. And now they’re steering straight into the storm. This is how empires and currency systems die. Slowly at first. Then all at once. We’ve had 50 years of reckless spending – one straw at a time added to the camel’s back. President after president piling trillions of dollars onto the debt, one after another.  And in our gut, we all knew there would be a last straw. Well, I believe we’ve just seen it. The long-feared breaking point. We’re about to see what “all at once” really looks like. Think Argentina, Greece, and Vietnam rolled into one. That’s why I’ve just released a critical new broadcast, to help you move ahead of what I believe is America’s inevitable default… an event that might have seemed years away, but has now been accelerated by Donald Trump and his broken promise to radically cut spending. I believe it’s no longer a question of if America will default – or even when. It’s just a question of how soon. And if you are not actively preparing to protect your money from this historic collapse… then you are putting everything you’ve worked for at risk. Your savings. Your investments. Your retirement. Please don’t take that risk. I can show you exactly what I’ve been advising my readers to do – the investments I believe could actually benefit from the destruction of the dollar… as capital escapes into the only assets anyone will want to own when this comes crashing down. In my broadcast, I name three assets to own right now – including my #1 high conviction stock. Plus I walk you through a number of other investments that could see years of growth, even as this unstoppable debt collapse unfolds. But understand: you’re against the clock. This situation could escalate faster than almost anyone will comprehend. Everything you need to know is right here.  Good investing, Porter Stansberry
Today's Bonus Article The Utilities Sector Is Heating Up—Don't Miss the BreakoutWritten by Ryan Hasson  After spending much of the year quietly consolidating, the utilities sector is beginning to show signs of strength. While growth and tech stocks have dominated the spotlight in 2025, utilities have steadily gained traction beneath the surface. Now, with a technical setup suggesting a potential breakout, investors may want to pay closer attention to this historically defensive, dividend-rich sector. A Safe Haven With Breakout Potential Utilities are often seen as a haven during periods of market volatility and economic uncertainty. Their consistent cash flows, essential services, and high dividend yields provide downside protection that many investors find attractive when risk appetite wanes. But this time, utilities aren’t just a defensive play; they're also setting up for upside momentum. The Utilities Select Sector SPDR Fund (NYSEARCA: XLU) has quietly posted an impressive 9.5% gain year-to-date, outperforming the broader S&P 500 benchmark. But even more compelling than its relative strength is XLU’s current technical positioning, which suggests a potential breakout may be imminent. The ETF is now consolidating just 0.7% below its 52-week high, a level that also serves as a significant resistance zone on the higher timeframe. This price level has been tested multiple times over the past nine months, reinforcing its significance. What makes this setup particularly exciting is the formation of a bullish technical pattern, with price tightening just below resistance while holding firmly above its 200-day simple moving average (SMA). Should XLU break decisively above the $83 resistance area, it could trigger a momentum-driven move in the year's second half and set the stage for continued strength into year-end. When combined with a 2.75% dividend yield, utilities as a sector play look increasingly attractive for investors seeking income and upside potential. Why Utilities, Why Now? Beyond the technicals, several significant tailwinds are aligning in the sector’s favor. As artificial intelligence adoption accelerates, energy-intensive data centers are proliferating. Utilities will play a central role in supplying and upgrading the power grid to meet this demand. Government policy and infrastructure spending increasingly support the utilities sector, notably as nuclear energy gains renewed attention. With several new atomic projects receiving federal support, electric utilities with nuclear exposure will likely benefit. Broader infrastructure initiatives to modernize the U.S. power grid and enhance energy reliability also provide long-term tailwinds for the sector. Utilities Stocks on Breakout Watch Of course, XLU is the straightforward option for investors seeking exposure to possible upward momentum in the sector. But what about investors looking for individual stock exposure rather? Two names, both of which are top holdings of the sector ETF, stand out for their bullish positioning. Southern Company (NYSE: SO), one of the top holdings in XLU, is setting up for a technical breakout of its own. The stock has gained over 12% year-to-date and is currently testing multi-year resistance around the $93 level. A breakout above its 52-week high could spark significant momentum, as the stock moves to all-time highs. Such a breakout could also bode well for the sector ETF. NextEra Energy (NYSE: NEE), another XLU heavyweight, is also showing signs of life. While the stock has underperformed the sector on the year, with a 4.6% increase YTD, it recently reclaimed its 200-day SMA. From a technical perspective, the stock is shaping up for a potential recovery bounce, with $76 being the all-important resistance level that it needs to clear. If the sector giant can clear resistance, it may set the stage for a move toward $80. A Sector Worth Watching Closely The utilities sector may not generate the same buzz as AI or technology, but it’s showing quiet strength at a time when many investors are seeking yield, value, and momentum. With XLU nearing a major breakout level and key names like SO and NEE also forming bullish patterns, the sector could soon become a standout performer. For those seeking a defensive yet potentially rewarding allocation in the second half of 2025, utilities might deserve a closer look. Whether through ETFs like XLU or individual names with strong technical setups, the sector’s breakout potential shouldn’t be ignored. |
0 Response to "America's big beautiful bankruptcy"
Post a Comment