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.
Thor Industries Tracking for New Highs in 2026
Written by Thomas Hughes. Published 9/25/2025.
Key Points
- THOR Industries is on track to reach new highs by 2026, driven by strong cash flow, analyst expectations, and capital returns.
- Institutional trends are also bullish, suggesting a tailwind for the market is present.
- The risk is guidance; guidance is tepid and may cap sentiment trends, putting a ceiling on this market until lower rates reinvigorate discretionary spending.
THOR Industries (NYSE: THO) is positioned to hit record stock highs by early 2026. With a stable core business, potential near-term growth and a market that may outpace company guidance, THO stands to benefit from the FOMC's move toward rate cuts. The Fed's base rate is on track to decline by another 75 basis points over the next two to three quarters—enough to boost consumer spending on discretionary and large-ticket purchases like RVs and campers.
Moreover, company-wide efficiencies are driving robust cash flow. Cash generation is indispensable to funding capital returns—namely dividends and share repurchases—that underpin THO's share-price momentum.
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As of late September, dividends and buybacks deliver an annualized capital return of roughly 2.25%. The F2025 year-end balance sheet shows equity up 5% thanks to asset growth and debt reduction. While the 2.25% yield may appear modest, it has grown at a 5% CAGR and is well supported: dividends account for about 45% of projected earnings, leaving ample room for continued increases. In fiscal 2025 alone, share count fell 0.4% via repurchases.
Strong Q4 Overshadowed by Tepid Guidance
THO closed F2025 with a solid Q4. Though revenue dipped slightly, it outpaced MarketBeat's consensus by nearly 900 basis points—driven by double-digit growth in the North American Motorized segment that offset softness in Towables and Europe. Early signs of revival in towables and market-share stability amid macro headwinds helped margins hold firm on an adjusted basis, despite GAAP one-offs.
The caveat is management's F2026 guidance, which fell short of expectations and could temper analyst sentiment. Most analysts still rate THO a Moderate Buy, supported by rising coverage and an upward-sloping consensus price target. However, conservative guidance may prompt target cuts or mere reaffirmations—making a breach of the $120 high-end target less likely.
Institutional investors—who collectively own more than 95% of THO shares—have been net buyers this year. Yet the muted outlook may cause them to pause, potentially stalling the Q3 stock-price rally.
Range Bound: Resistance at $120
Technically, THO remains in a near-term uptrend, but strong resistance looms near $120. This level has capped advances multiple times, aligns with the top of analysts' target range and represents a key barrier. A failed test could trigger a pullback toward the mid or even lower end of the current trading range.
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