“If it keeps on raining, the levee’s going to break.”
– Led Zeppelin, 1971
That might sound like rock poetry.
But it’s also one of the sharpest ways I’ve heard to describe the way financial collapses unfold… right up there with Ernest Hemingway’s famous line about going broke: “Gradually, then suddenly.”
Make no mistake, it’s raining right now.
In July, the U.S. Treasury announced something most Americans will never see on the front page:
They’re planning to borrow $1.01 trillion this quarter alone.
That’s nearly double what they forecast just months ago… a record surge in government borrowing as they scramble to refill depleted coffers.
This isn’t normal. It’s not prudent.
And it’s certainly not what Trump promised when he returned to power.
It’s panic-level fiscal behavior. And if you don’t have a plan to protect your money and move to safer, smarter ground you could be swept away by what’s brewing.
That’s why I’m reaching out today.
Because I believe we are now entering America’s breaking point – and the time is going to come far sooner than most people are ready for when the cracks tear wide open.
I take no pleasure in revealing that the process has already begun. And I believe the aftermath will divide America into two camps: rich and poor.
I’ve just recorded a new emergency briefing to help you understand what’s happening and how to get on the right side of it.
You’ll discover:
- Why this new wave of panic borrowing is even more dangerous than it appears
- How Trump’s policies are accelerating the crisis
- And what I believe you must do now to prepare… including three investments that could benefit as capital rotates aggressively into safer, harder assets
Zeppelin wasn’t writing about national debt, but the sentiment is on the money…
“Crying won’t help you, praying won’t do you no good…”
Sitting back and hoping for the best is the worst thing you can do right now.
You’ve got to get ahead of this and take serious preparatory action.
Let me show you how my team and I are doing this, before the levee breaks:
Good investing,
Porter Stansberry
3 Reasons Salesforce Is a Bargain Right Now
Written by Sam Quirke. Published 8/22/2025.
Key Points
- Salesforce shares have been bouncing off strong support despite a 30% drop since January.
- The company’s fundamentals remain robust, with a trimmed valuation now looking particularly appealing.
- Plenty of analysts are still bullish, with recent price targets pointing to 30% upside.
Shares of Salesforce Inc. (NYSE: CRM) closed just above $245 on Wednesday, rebounding from the support around $230. That level stalled declines in April and again earlier this month, offering a welcome signal for bulls who might otherwise have been growing uneasy.
Nevertheless, the chart remains unflattering: shares are off more than 30% from their January peak, even as the broader tech market and equities overall hit fresh highs. That divergence is stark—and potentially intriguing for those on the sidelines.
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In my 54 years as an investor, I've seen my share of gold bull markets.
But nothing comes close to the rally right now.
Over the past few weeks alone, the yellow metal surged as high as $3,500 — the highest level on record.
So far this bull run playing out exactly as me and my analysts have predicted.
Despite the recent weakness, there are several reasons to believe the market has this one wrong. Salesforce isn't broken, and much of the perceived downside may already be priced in. Let's take a closer look.
1. Fundamentals Are Strong
On the fundamentals front, Salesforce is firing on almost all cylinders. Its most recent quarterly report delivered the second-highest revenue print in company history. It easily beat analyst expectations on the top line and provided stronger-than-expected forward guidance. As corporate results go, it doesn't get much better.
Nearly 60% of Salesforce's top 100 deals last quarter included Data Cloud and AI products, which saw revenue grow more than 120% year over year. These figures underscore how effectively Salesforce embeds artificial intelligence into its core platform and monetizes it with enterprise customers.
In this context, the stock's retreat seems unwarranted—and it's created an attractive valuation entry point. Salesforce's price-to-earnings (P/E) ratio has slipped below 40, a level not seen in years and well below Oracle Corp's (NYSE: ORCL) P/E of 54.
Investors are effectively being handed an opportunity to buy a market leader with accelerating AI adoption at a significant discount to one of its biggest competitors.
2. Wall Street Is Still Bullish
Wall Street hasn't lost faith, even amid the share weakness. Barclays reiterated its Overweight rating this week, with a fresh $316 price target, implying nearly 30% upside from current levels.
Last week, Stifel similarly maintained its Buy rating, setting a $325 target.
This conviction from top-tier analysts counts. In a sector quick to punish any slowdown, Salesforce remains trusted to turn AI hype into tangible results.
3. A Catalyst on the Horizon
The next significant catalyst arrives in less than two weeks: Salesforce's Q2 earnings report. That print could be pivotal in shifting sentiment—shares have been knocked down despite strong execution, and conditions look ripe for a pre-earnings bounce.
Technically, the picture has brightened, too. The stock's MACD flashed a bullish crossover this week, a classic momentum signal suggesting buyers are returning.
With shares bouncing off strong support and technical momentum shifting, there's a strong case for a pre-earnings run.
A robust result in early September could spark a multi-month comeback, particularly if Salesforce delivers another upside surprise in its AI-driven revenue stream. Trading back at 2020 levels, the risk-reward setup ahead of earnings appears particularly attractive.
Watch for shares to consolidate—or even break out—around the $250 mark into the weekend and next week. If the upcoming earnings again surprise to the upside, the market may have to admit it got this one wrong and that Salesforce is indeed undervalued.
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.
Retailers' earnings season is underway, and one recurring theme is the health of the consumer. The Federal Reserve's campaign to raise interest rates has widened the divide between low- and middle-income households and their higher-income counterparts.
This gap shows up in uneven spending patterns: persistent inflation continues to strain lower-income consumers, while higher-income households remain more resilient. Still, even affluent shoppers are feeling the pinch—companies like Walmart Inc. (NYSE: WMT) report a "trade-down" effect, with these consumers choosing Walmart for groceries and essentials in search of better value.
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Something big is brewing in Washington.
According to my research, an executive order from President Trump could be just weeks away.
And it holds the potential to trigger one of the most explosive tech booms in US history.
At the center of it all? Robots.
Not the kind that clean your house or pour you coffee.
But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.
When evaluating retail earnings, investors need to identify which consumer segment a company targets and assess its current and prospective pricing power.
Costco Wholesale Corp. (NASDAQ: COST) and Ross Stores Inc. (NASDAQ: ROST) serve as useful barometers for pricing power across different consumer tiers.
Costco Showcases Premium Pricing Power
Costco has outperformed many retailers over the past five years, with COST stock delivering a total return (stock price appreciation plus reinvested dividends) of over 220%. A $10,000 investment in August 2020 would now be worth more than $32,000.
The company's model is anchored by annual membership fees, which provide a reliable revenue stream. In September 2024, Costco raised its fee for the first time in seven years, yet its global membership retention rate remains above 90%.
Once members pay the fee, they're incentivized to "trade up" by buying in bulk and opting for premium products—helping push Costco's gross margin to around 11.25%.
Looking ahead, Costco plans to expand its global footprint in 2025 and beyond, supporting future revenue and earnings growth. That growth outlook underpins the stock's premium valuation of more than 54x forward earnings, according to analysts.
Ross Stores Offers Value-Oriented Pricing Power
During economic uncertainty, budget-conscious shoppers seek value—and Ross Stores epitomizes the "treasure hunt" experience these consumers crave.
In its first-quarter fiscal 2026 earnings report, Ross warned of potential earnings pressure from tariffs: roughly 50% of its inventory is sourced from China. Still, analysts favor ROST for its solid traffic, comparable-store sales growth, and margin expansion trends.
Analysts maintain a consensus price target of $159.40 on ROST stock. While tariff headwinds may cap upside, the shares have returned over 72% in total return over the last five years.
COST or ROST Stock: Why Not Both?
Investors often hear that diversification is key. Given Costco's and Ross's distinct customer bases and business models, there's a case to hold both.
COST is a growth stock with defensive qualities: higher-income households continue spending, supporting Costco's membership model and modest price increases. Shareholders have benefited from strong price appreciation and 22 consecutive years of dividend increases, and many analysts expect that momentum to persist.
ROST is more cyclical but still compelling. Off-price chains like Ross attract value-focused shoppers, keeping store traffic and comparable sales robust. Even if the Fed eventually cuts rates, Ross's core consumers will likely continue hunting for bargains.
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