A message from our friends 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.
Tuesday's Bonus Content Disney's Iger-Led Turnaround Gains TractionWritten by Thomas Hughes. Published 8/6/2025. 
Key Points - Disney's Iger-led turnaround gains traction and sets the business up for an accelerating profit recovery.
- Cash flow is improved, and the capital return outlook is robust.
- Analysts are leading the stock to a fresh multi-year high, which could lead to a sustained rally and double-digit upside potential.
The Walt Disney Company (NYSE: DIS) faces headwinds in 2025, as do most businesses, but the Q2 results reveal the enduring strength of the brand and the impact of Bob Iger’s return. While revenue headwinds persist for this entertainment company, the company continues to grow, and profitability is improving. The critical detail is that profitability improved across key operating metrics, driving a significant bottom-line outperformance despite the tepid top-line. The takeaway for investors is that this company has regained its lost leverage, is well-positioned for an economic rebound, and the capital return outlook is rapidly improving. Disney Sets Up for a Rally in Q3 Disney’s stock price action declined following the FQ3 release, setting it up to rally as the calendar quarter progresses. The move took the market to a critical support level that aligns with prior resistance and key moving averages, and support appears to be present. The market may consolidate at this level, but assuming no new low is set, a new high is likely to occur soon. The moving averages have formed a Golden Crossover, indicating a shift in market dynamics from a less-bullish to a more-bullish posture, which is a signal to buy. 
Disney’s Diversified Business Supports Growth in Q2 Disney didn’t have an easy time in Q2, but its diversified business model and refocus on quality are paying off. The $23.65 billion in net revenue is up 2.1% compared to last year, with strength in Entertainment and Experiences offsetting Sports. Entertainment grew by only 1%, led by an 8% increase in Experiences and offset by a 5% decline in Sports. Within the Entertainment segment, DTC and licensing are the standouts, while in Experiences, the domestic parks led the strength. The only bad news is that the analysts had been expecting a little more. The margin news is also mixed, with one segment contracting and the others expanding. The net result is that EBIT grew by 4%, segment operating income by 8%, adjusted earnings by 16%, cash from operations by 41%, and free cash flow by 51%, with adjusted earnings outpacing the consensus by nearly 1200 basis points. The guidance echoes the clear sign of strength, which is why this stock is a buy in Q3. Given the underlying strengths, the company raised its full-year profit targets to a range above the consensus and may exceed the target. The focus on streaming and sports is a reason to bet on Disney’s long-term stock price recovery. The company is integrating Hulu and Disney+, making it a more attractive and comprehensive streaming solution, and rationalizing its ESPS networks. ESPN's focus includes acquiring the NFL’s media assets and integrating them into the streaming portfolio. The Iger Impact Is Clearly Seen in Disney’s Balance Sheet Bob Iger’s impact on the business is visible in the balance sheet. Highlights include reduced cash, which is balanced by steady assets, decreased debt and total liabilities, and a 7% rise in equity. The increase in equity is especially significant considering the share buybacks, which lowered the share count by 1.2%, effectively using cash while increasing shareholder value. The buybacks and dividend payments are expected to continue steadily through the end of the year and into next year. The dividend remains reliable at less than 20% of forecasted earnings and is expected to rise in 2026. The analyst and institutions are bullish on Disney’s turnaround and capital return. The 24 analysts tracked by MarketBeat rate the stock as Moderate Buy with bullish bias, see it advancing to a multiyear high in 2025, and the institutions are buying on balance. The institutional activity provides a strong tailwind for the market, owning 66% of the stock and buying at a two-to-one pace in Q3.
| 
0 Response to "Trump’s national nightmare is here"
Post a Comment