Nobody noticed yet… but they will.
We just reached the end of an economic age.
Something that usually takes decades, even centuries, to play out just happened in what seems like a blink of an eye.
Unless you understand the magnitude of what just happened, you could risk losing everything you’ve worked so hard to achieve because this collapse is only just getting started.
You see, for our entire life, the story arc has been clean: it was the relentless rise, in both wealth and status, of a broad social class of professionals but that rainbow is now at an end.
Because for the first time ever, capital can now compound without additional labor.
The centuries-old relationship where job creation and GDP rose together has snapped and the economy can now scale without bringing workers along for the ride.
And this “snap” is about to change everything.
This is one of those moments in which I believe vast fortunes will be made and lost. I’m talking about a generational transfer of wealth… the type that can either enrich you or potentially impoverish you, based on the decisions you make.
Because history shows us that while these shifts always lead to catastrophic losses for those who refuse to prepare… they also unleash unprecedented wealth building potential for those who understand, and harness, the forces at work.
And this isn’t a prediction. It’s happening right now.
It’s why, although we’re seeing massive headline economic growth, the average American is being left behind.
AI Engels’ Pause
They don’t teach you this in school, but they should.
During the Industrial Revolution, Friedrich Engels noticed that although the revolution was making Britain incredibly rich when measured via GDP… the vast majority of British people were living in hell.
Between 1790 and 1840 Britain’s GDP exploded. The steam engine created massive efficiency gains, corporate profits doubled, and the stock market soared.
But for the average worker, real wages remained flat or fell… the average life expectancy in some industrial cities collapsed to just 35 years…
It was as though someone had pressed a giant “Pause” button on quality of life for the working class.
Of course, the wealth did eventually trickle down but it was half a century later and during that half century, the societal devastation was dire. It took two full generations for the labor market to adjust.
And the weavers who lost their jobs to power looms, they didn't become "machine repairmen."
They starved. They rioted. They were shot by the military or shipped to penal colonies. And it was Engels’ Pause that gave birth to Marxism.
And we’re seeing this again with AI.
The only difference is, this time it won’t take decades to play out. It took the radio 38 years to reach 50 million users. Television took 13. The internet took 4. But ChatGPT hit 100 million users in two months.
We are effectively speed-running the 19th century. We’re compressing 50 years of displacement into less than a decade… and this time the disruption isn’t coming for the illiterate farmhand…
It’s coming for the accountant. It’s coming for the lawyer. It’s coming for you and me.
Right now, knowledge work makes up roughly 50% of America’s GDP and much of that is at risk of automation in the next handful of years.
We’re talking about 5 million white-collar jobs — the bedrock of the American tax base – facing extinction over the next few years. Just take a look at the most recent cuts:
- U.S. Government: 307,000 employees
- UPS: 78,000 employees
- Amazon: 30,000 employees
- Intel: 25,000 employees
- Nissan: 20,000 employees
- Nestle: 16,000 employees
- Microsoft: 15,000 employees
- Bosch: 13,000 employees
- Dell: 12,000 employees
- Verizon: 13,000 employees
- Accenture: 11,000 employees
- Ford: 11,000 employees
- Novo Nordisk: 9,000 employees
- Microsoft: 7,000 employees
- PwC: 5,600 employees
- Salesforce: 4,000 employees
- IBM: 2,700 employees
- American Airlines: 2,700 employees
- Paramount: 2,000 employees
- Target: 1,800 employees
- General Motors: 1,500 employees
- Applied Materials: 1,444 employees
- Kroger: 1,000 employees
- Meta: 1,000 employees
It’s why AI is not just a productivity or efficiency tool, like everyone thinks, it’s a Labor Replacement Engine. And it’s why there’s such a gaping disconnect between the “real” economy and the stock market.
It’s why all the President’s claims of a “booming” economy don’t feel real for the tens of millions of people who don’t own assets.
It’s why, even though markets are hitting all-time highs, households are falling further and further behind. And this wealth divide is only going to be amplified as AI is integrated into every aspect of the economy.
IMF Managing Director Kristalina Georgieva just warned that artificial intelligence will hit the labor market like a “tsunami.”
The changes this will bring to the economy, stock market, and financial system are unprecedented. Which is why it’s critical that you watch my interview with Luke Lango.
We explain how all of these forces are converging to trigger an economic “reset” the likes of which we haven’t seen in 250 years – one that could trigger the greatest transfer of wealth in American history.
Both for the good and the bad.
Young or old. Rich or poor. Left wing or right… there is no escaping what’s coming. And yet, despite this inevitability, I promise you, you’ve never heard a whisper about this story before now.
Almost nobody… not the legacy financial media, political commentators, even the top analysts on Wall Street have connected these dots. But now, we’re sharing the full story with you.
The stocks to buy… the stocks to sell… and the three money moves our research indicates you should make to ensure you and your loved ones end up on the winning side of this new economic reality.
Because as you’ll discover today…
If you understand the new rules of this system…
You won't just survive the chaos, you’ll own the assets that could potentially make you a fortune as the American economy is reshaped from the ground up.
Good investing,
Porter Stansberry
2 Bad News Buys: Why Palo Alto and Zscaler Are Screaming Deals
Reported by Thomas Hughes. Article Published: 3/2/2026.
Key Points
- Palo Alto Networks and Zscaler have sold off sharply from their peaks, pushing technicals and valuations to levels that historically foreshadow rebounds.
- Both companies lead cybersecurity with unified, platform-based approaches that deliver industry-leading margins and above-sector revenue growth.
- Institutional buying has overtaken selling since late 2025, and short-covering is underway in both stocks.
- Special Report: Elon Musk already made me a "wealthy man"
Having fallen as much as 55% from peak to trough and more than 20% in 2026, it may be time to buy cybersecurity stocks like Palo Alto Networks (NASDAQ: PANW) and Zscaler (NASDAQ: ZS). Although valuation concerns have weighed on these names and may continue to do so, their share prices sit at long-term lows and are unlikely to fall materially further.
Their growth trajectories remain robust, and long-term forecasts likely underestimate their strengths in a world driven by accelerating digitization, broader penetration of digital services, evolving regulation, and AI. While AI boosts efficiency and automation for enterprises, it also enhances the capabilities of cybercriminals.
The rise of the "Useless Class" (Ad)
Famed historian Yuval Noah Harari recently issued a warning that should send a shiver down the spine of every American. He predicts the emergence of a massive new useless class. These aren't just people who are temporarily unemployed. These are people who have become economically irrelevant. As Luke Lango and I just exposed in our recent interview, we have reached the singularity. For the first time in 250 years, intelligence has been decoupled from labor. During America's first 1776 moment, the steam engine replaced muscle. In this new 1776 moment, AI is replacing the human mind.
This is why you see the Magnificent 7 tech giants adding trillions in value while the real economy feels like it's in a death spiral. The divide is widening. On one side: the useless class who cling to old-world skills. On the other: the new aristocracy who own the assets of the technological republic. Luke and I have identified the three specific money moves our research indicates you must make to ensure you stay on the winning side of this divide.
Palo Alto Networks and Zscaler are well-positioned in the industry. Their integrated approaches deliver comprehensive security in a highly fragmented market, enabling vendor reduction, superior performance, stronger threat detection/prevention/mitigation/recovery, scale, and margin.
They deliver industry-leading gross and profit margins, with gross margins in the 70%–80% range versus legacy and hardware-based providers. Palo Alto, specifically, offers more than 20 products across cloud, networking, and systems security, while Zscaler is widely regarded as a leader in cloud-native, zero-trust architecture.
Oversold and Ready to Rebound, Palo Alto Networks and Zscaler Are Accumulated
Technical charts show clear oversold conditions and a strong capacity to rebound. Monthly charts, which capture the ultra-long-term secular trends, indicate prices at long-term lows with stochastic oscillators near historical lows—conditions that often precede a rebound. Price action on these charts also reflects support, reinforced by other data.
Weekly charts tell a similar story. Both names look oversold, with Zscaler's stochastic stalled at extreme lows for months while the moving-average convergence-divergence (MACD) displays a subtle bullish divergence. That divergence, though slight, suggests bears are losing control while buyers are stepping in. Trading volume has risen in both stocks, indicating accumulation at these levels.
Daily charts are bullish when viewed alongside the monthly and weekly signals. They suggest these stocks have at least reached a bottom, if not their absolute lows, and show potential for a rebound. Signals coincide with prior support/resistance levels, strengthening the outlook. Indicators are positioned to trigger a strong buy if price action advances—confirming the current bottoms and making reversals higher a high-probability outcome.
Valuation, Analyst Sentiment, and Institutional Activity Point to Cybersecurity Rebound
Valuations remain elevated: PANW trades near 40X expected current-year earnings and Zscaler near 36X, but those multiples price in robust growth expectations.
The cybersecurity industry is forecast to grow roughly 10%–15% compound annual growth rate (CAGR) over the next decade, and leaders such as Palo Alto and Zscaler are expected to outpace that baseline.
Palo Alto, the larger of the two, is projected to grow at a high‑teens CAGR, while Zscaler is forecast to grow in the low‑to‑mid 20% range. Relative to the 2035 consensus, that implies attractive valuation opportunities.
On long-term forecasts, these stocks would trade at only about 12X (PANW) and 8X (ZS), implying roughly 100% upside for PANW and nearly 200% for Zscaler just to align with broad market averages as they grow into those forecasts. If they maintain a market premium, upside could be even greater.
Analyst downgrades contributed to the 2025–2026 price corrections, with many price targets reduced and both names pushed toward the low end of target ranges.
As of early March 2026, however, corrections may be overblown and value is emerging. Zscaler trades well below the low end of its target range, leaving roughly 85% upside at consensus. Palo Alto sits nearer the low end of its range, with consensus forecasting about 40% upside.
Institutional activity also supports the case for a bottom. Institutions sold heavily in Q3 2025—capping gains and pushing prices lower—but began buying again in Q4 2025 and early Q1 2026.
MarketBeat data show institutions were accumulating at a pace of more than $2 bought for every $1 sold, providing tangible support and a potential tailwind as rebounds take hold. Short interest is also notable: MarketBeat's data indicate short-covering is underway in both names.
The Real Reason Eli Lilly Is Pouring $3 Billion Into China
Reported by Jeffrey Neal Johnson. Article Published: 3/13/2026.
Key Points
- Eli Lilly is committing $3 billion over a decade to expand manufacturing in China, targeting a GLP-1 market that some analysts estimate could reach $14 billion by 2030.
- The investment is designed to close a manufacturing gap with Novo Nordisk while building cost advantages against more than 60 domestic Chinese competitors developing rival GLP-1 drugs.
- Local production also hedges against supply chain risks tied to trade friction, a vulnerability that recent global GLP-1 shortages have already exposed.
- Special Report: Elon Musk already made me a "wealthy man"
Eli Lilly and Company (NYSE: LLY) is a titan of the pharmaceutical industry, a position strengthened by the monumental success of its GLP-1 diabetes and obesity drug franchise. With products like Mounjaro and Zepbound transforming patient care and generating blockbuster sales, Lilly's stock price has climbed to the top of the S&P 500.
In a move that signals long-term ambition, Lilly has announced a decade-long, $3 billion commitment to expand its manufacturing operations in China. That raises a key question for shareholders: why make such a substantial bet on China now? The answer reveals strategic foresight and a clear blueprint for Lilly's next phase of growth.
Why China? An Unprecedented Market Opportunity
The rise of the "Useless Class" (Ad)
Famed historian Yuval Noah Harari recently issued a warning that should send a shiver down the spine of every American. He predicts the emergence of a massive new useless class. These aren't just people who are temporarily unemployed. These are people who have become economically irrelevant. As Luke Lango and I just exposed in our recent interview, we have reached the singularity. For the first time in 250 years, intelligence has been decoupled from labor. During America's first 1776 moment, the steam engine replaced muscle. In this new 1776 moment, AI is replacing the human mind.
This is why you see the Magnificent 7 tech giants adding trillions in value while the real economy feels like it's in a death spiral. The divide is widening. On one side: the useless class who cling to old-world skills. On the other: the new aristocracy who own the assets of the technological republic. Luke and I have identified the three specific money moves our research indicates you must make to ensure you stay on the winning side of this divide.
To understand Lilly's strategy, investors must first appreciate the scale of the opportunity. China faces a major public health challenge: an estimated 141 million people living with diabetes and more than 600 million adults who are overweight or obese—by far the largest such population in the world. As the middle class grows and healthcare spending rises, demand for effective treatments is poised to expand rapidly.
That creates a large and largely untapped pool of potential patients for Lilly's leading medications. Market forecasts expect China's GLP-1 market to surge in the coming years, with some analysts projecting it could reach roughly $14 billion by 2030. This growth makes China the single most important long-term engine for Lilly's flagship injectable products and, critically, for its next wave of innovation, including the oral GLP-1 candidate orforglipron. For a daily oral medication to succeed at scale, efficient, high-volume local manufacturing is not just advantageous—it is essential. Securing this market is therefore crucial to maintaining global leadership.
Lilly's Great Wall: A Strategy for Supply and Supremacy
Lilly's investment serves a dual purpose: it builds a defensive shield against external risks while creating an offensive advantage to secure market dominance. This proactive approach should give investors confidence in management's ability to navigate a complex global landscape and protect future earnings.
The Geopolitical Shield
First, the move acts as a defensive shield by strengthening the supply chain. The U.S. pharmaceutical industry relies heavily on China for active pharmaceutical ingredients (APIs), and that dependency is a vulnerability amid rising trade tensions. By building a solid presence in China, Lilly reduces the risk of export controls or logistics disruptions affecting its ability to supply medicines to Chinese patients. This helps ensure a stable, predictable supply, fosters brand loyalty, and provides shareholders with more reliable revenue streams less exposed to geopolitical volatility—lessons underscored by recent global GLP-1 shortages.
The Competitive Weapon
Second, the investment is an offensive weapon in a fiercely competitive market. Lilly faces a two-front battle in China. Its main global rival, Novo Nordisk (NYSE: NVO), already has an established manufacturing footprint there. Lilly's local investment helps level the playing field and compete on supply, speed, and scale.
Equally important is the rise of domestic competition: more than 60 Chinese pharmaceutical companies are developing their own GLP-1 drugs, which will exert downward pressure on prices. By manufacturing locally and partnering with Chinese firms such as Pharmaron, Lilly can achieve greater cost efficiencies and pricing flexibility, enabling it to defend market share against lower-cost alternatives and protect long-term profit margins.
Why This Move Secures Future Returns
Ultimately, this multi-billion-dollar strategy reinforces the bullish investment case for Eli Lilly's stock. It is not just about expanding sales; it is about building a durable, defensible, and highly profitable business for the long term. Capturing a meaningful share of China's GLP-1 market could translate into billions of dollars in annual revenue, creating a long runway for growth that supports Lilly's premium valuation.
This forward-looking capital deployment helps explain why Wall Street sentiment remains largely favorable. The analyst consensus for Lilly's stock is a Moderate Buy, with an average price target near $1,230. That optimism rests on the current success of Mounjaro and Zepbound and on the expectation that management will continue to take bold, strategic steps to secure future growth—this China investment is a tangible example of that approach.
By establishing a powerful third pillar of global growth alongside the U.S. and Europe, Lilly is not merely expanding—it is diversifying and strengthening its enterprise. For investors, the $3 billion commitment is less a gamble than a calculated foundation for Lilly's next decade of growth, reinforcing Eli Lilly's position as a global pharmaceutical leader and making a compelling case for its long-term value.
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