From our partners at Porter & Company 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.
Sunday's Bonus Article The Bottom Is in For These 3 Small-Cap Stocks Insiders Are BuyingWritten by Thomas Hughes 
Key Points - Magnera's stock price is amid a reversal, and insiders are buying it.
- Energizer insiders are buying the stock, signaling a reversal in the price and aligning with an outlook for higher prices.
- Smith-Douglas Homes insiders are buying; it's growing faster than the industry and repurchasing shares.
With interest rates expected to fall and the stock market rally expected to broaden, activity is picking up in small-cap stocks such as Magnera (NYSE: MAGN), Energizer (NYSE: ENR), and Smith-Douglas Homes (NYSE: SDHC). While unrelated in business, each market shows a technical bottom and potential for a significant reversal, and their insiders are buying. Institutions and analysts compound insider activity, which amounts to solid support bases and market tailwinds for these stocks. Magnera Corporation: Has a Wrap on Specialty Materials Magnera Corporation specializes in materials, utilizing over 25 technologies to produce products from more than 100 materials. It resulted from a merger in 2024. Products include non-woven materials and films serving industries such as personal care, healthcare, and food service. Its business is expected to grow in 2025, with acceleration anticipated in FY2026. The company is not profitable today, but is expected to improve in the back half and produce a robust bottom line next year. Regarding the insiders, members, including the CEO and several directors, bought stock in May. Their buys bring total ownership to over 2% and are compounded by institutional and analyst activity. The analyst coverage is tepid, with only two ratings tracked by InsiderTrades, but they rate as a Hold and forecast a double-digit upside in late July. Institutions are more bullish, owning approximately 77% of the stock and buying on balance in Q1, Q2, and the first three weeks of Q3. The catalyst for Magnera’s stock price advance may come with the FQ3 earnings release in August. The bar has been set low with analysts reducing their estimates during the quarter; still, the company is forecasted to grow compared to last year and produce adjusted profits. Profits are forecasted to be small, at approximately 3 cents. Still, there is potential for outperformance due to strong product demand and the trend of better-than-expected economic data since the last release. 
Energizer Insiders Buy the Rally in ENR Stock Energizer's stock price has been bottoming for several quarters, and insiders have begun to buy it. InsiderTrades tracked buys from four insiders in the first half, which is notable because it represents the first buying activity in over two years and a multi-year high in both buying and total activity. The net result is that insiders now control approximately 1% of the stock, a relatively small amount, but a significant signal to the market. Institutions, which own about 94% of the stock, send a stronger signal. They have been buying on balance all year, aligning with the uptrend, and are compounded by analysts. Analysts rate the stock as a Hold, but it is a firm Hold with eight covering the stock, and the price target is robust. The group moderated their targets earlier in the year to align with the consensus, which forecasts a 30% upside. Energizer also has a low bar to beat with its upcoming earnings report; it is already profitable and pays a reliable dividend that is worth 5% in late July. 
Smith-Douglas Homes Grows Against the Trend Smith-Douglas Homes is a smaller homebuilder headquartered in the Southeast, focusing on semi-custom detached homes. The company is expected to grow in 2025 at a solid double-digit pace, outpacing the broader home builder industry, and its stock price is poised for a reversal. Insiders, specifically director George Ervin Perdue III, are buying the stock at its lows, and so are institutions. Institutional activity evaporated in early Q3 but bought on balance in Q1 and Q2, providing a solid support base during the bottoming process. Smith-Douglas Homes announced a buyback authorization late in Q2 that will provide support for the market in the second half. The $50 million allotment will be funded from existing cash, equivalents, and future cash flows, accounting for approximately 4.5% of the market capitalization in mid-2025. However, analysts have not yet committed to this investment. The five tracked by InsiderTrades rate it as a Hold with a bearish bias and expect its stock price to decline by 12%. 
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