Dear Reader,
As I see it…
You have less than two weeks to prepare for the biggest “millionaire maker” event of the next decade.
My name is Dr. Mark Skousen.
And I met Elon Musk face-to-face at a private gathering of Wall Street elites.
Based on our interaction — combined with months of my own research — I’m now convinced of one thing:
Elon will announce the highly coveted SpaceX IPO on April 20th.
That date is coming fast…
Now... think back for a moment to Tesla's IPO… when early investors who got in and held on turned $50,000 into $1.5 million over the next 10 years.
The SpaceX IPO is expected to be bigger.
Much bigger…
Industry experts are calling it a "seismic event" — a $1.5 trillion valuation that could surpass the combined market caps of the six largest U.S. defense contractors.
Once that announcement hits... the window slams shut.
But right now — before April 20th — there's still a way to grab a pre-IPO stake in SpaceX.
I've found a backdoor.
And I'm sharing the ticker for free.
Click here to see how to get positioned before April 20th.
Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
P.S. Studies suggest 95% of IPO profits are made BEFORE a company goes public. The SpaceX IPO could happen less than two weeks from today. Click here now to discover how to position your money before it’s too late.
Up in the Air: A Helium Shortage Could Lift Linde
By Jeffrey Neal Johnson. Article Published: 3/18/2026.
Key Points
- Middle East disruption is tightening helium supply, and prices are moving higher as critical end markets compete for limited volumes.
- Linde is positioned to benefit because scale, global sourcing, and contract pricing give it leverage in a tighter helium market.
- A sustained helium squeeze could support margins and cash flow, reinforcing Linde’s durable earnings profile and shareholder returns.
- Special Report: Elon Musk already made me a "wealthy man"
Geopolitical instability is rising in the Middle East. While headlines focus on military and political developments, a critical global supply chain is quietly under pressure. The world's access to helium, a vital and non-substitutable industrial gas, now faces a significant threat. This disruption has triggered a helium squeeze, creating a sharp market imbalance.
The situation has created a strong tailwind for a small group of companies that control the flow of this essential element. For investors, this dynamic makes industrial gas leader Linde PLC (NASDAQ: LIN) an especially compelling opportunity in the current market environment.
How a Supply Shock Created a Seller's Market
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Analyst Jim Rickards believes gold could climb to $10,000 per ounce or higher in the coming years - and he says investors still have time to position ahead of the move.
His top recommendation is a $2 stock he describes as sitting on the largest gold deposit in the world, with an extraction green light potentially arriving April 15.
See Jim Rickards' number one gold recommendation for 2026To evaluate the opportunity, investors must first understand the helium market. Helium is not manufactured; it is a finite resource extracted as a high-value byproduct during the liquefaction of natural gas (LNG). That industrial linkage—and the geography of production and shipping—is central to the current crisis.
Escalating conflict in the Middle East has directly affected Qatar, which produces roughly one-third of the world's helium. Recent events forced the state-owned QatarEnergy to halt operations at its large LNG facilities. When LNG processing stopped, helium extraction stopped as well.
That interruption immediately removed a significant portion of global supply and intensified risk around the region's primary shipping lane, the Strait of Hormuz. Before the shutdown, the market had been anticipating new helium supply from Russia, which was expected to stabilize or even lower prices. The sudden shift from a potential surplus to an acute shortage has caught many industrial consumers off guard and sent shockwaves through the supply chain.
The market's reaction was swift and severe. Reports indicate spot helium prices have surged by 20% to 50% or more. The jump reflects rigid demand colliding with a sudden supply shock. Several multi-billion-dollar industries depend on helium and have little to no viable substitutes.
- Semiconductor Manufacturing: Advanced microchips cannot be produced without helium. The gas is essential for creating ultra-pure, inert atmospheres and for the cryogenic cooling needed during complex fabrication processes such as lithography.
- Healthcare Technology: The powerful magnets in MRI scanners must be kept at extremely cold temperatures. Liquid helium is the only element cold enough for that task, making it indispensable for modern medical imaging.
For these high-value sectors, the price of helium is a rounding error compared with the cost of a factory or hospital shutdown. With no viable substitutes, demand is highly inelastic: buyers must pay to secure limited supply, giving substantial pricing power to companies that control it.
Linde's Strategic Advantage in a Turbulent Market
In this environment, market leadership matters. Linde is the world's largest industrial gas company and the leading global supplier of helium. That scale, combined with strategic assets and solid financials, positions it well to benefit from the current market dynamics.
Wall Street Takes Notice
Analysts at JPMorgan recently upgraded Linde stock to Overweight, citing the tightening helium market as a primary catalyst. The bank believes Linde's pricing power and strategic depth make it a clear winner in a shortage. That view rests on several pillars of Linde's business: a vast, global sourcing network and diversified production footprint.
While some competitors rely heavily on the Middle East, Linde operates major helium production and storage facilities in the United States and other regions. That geographic diversification provides a buffer against regional geopolitical shocks, helping Linde maintain a more reliable supply than many peers. The company also has a long track record of managing commodity inflation by passing costs through to customers, protecting margins.
A Fortress Financial Position
Linde's financial profile underscores its operational strength. With a market capitalization of approximately $228.88 billion, the company has beaten Wall Street's earnings-per-share (EPS) estimates for 28 consecutive quarters. Linde operates efficiently, with a net margin around 20.30%. Its stock currently trades at a forward price-to-earnings ratio of 29.86, and investors have been rewarded with a year-to-date gain of more than 15%. Its dividend yield of 1.30% is supported by a conservative payout ratio just under 44% of earnings, signaling stability and room for future growth.
Positioning for Profit in the New Supply Chain Reality
The sequence is straightforward: a regional conflict has produced a verifiable supply crisis in a critical global commodity. This shortage is not hypothetical—it is reshaping market dynamics now and creating a favorable environment for the industry's dominant suppliers. Companies with scale, diversified operations, and disciplined management are best positioned to navigate the turmoil.
Linde, with its market leadership, diversified assets, consistent financial execution, and analyst endorsements tied to this catalyst, is well-positioned to benefit from the ongoing helium squeeze. For investors looking to act on the link between global events and market opportunities, the industrial gas sector—and its clear leader—warrants serious consideration.
Eli Lilly's Employer Push Could Unlock New GLP-1 Demand
Submitted by Leo Miller. Publication Date: 3/15/2026.
Key Points
- Eli Lilly is opening up a new way for employers to cover their weight-loss drugs.
- With half or more of employees not having coverage for obesity medications, Employer Connect could unlock significant demand for LLY.
- Meanwhile, the company's oral GLP-1 just beat out Novo's in a head-to-head type 2 diabetes duel.
- Special Report: Elon Musk already made me a "wealthy man"
The world’s most valuable pharmaceutical stock, Eli Lilly and Company (NYSE: LLY), continues to assert its dominance in the weight-loss and diabetes drug markets in 2026.
In its most recent earnings report, the company forecast robust 25% growth for the year, well above expectations. While that would be much slower than the 45% growth Lilly generated in 2025, it would still mark the company’s third-highest annual growth rate in its history. Lilly’s current GLP-1 franchises should continue to drive strong sales increases, but growth can’t remain at sky-high rates forever.
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Analyst Jim Rickards believes gold could climb to $10,000 per ounce or higher in the coming years - and he says investors still have time to position ahead of the move.
His top recommendation is a $2 stock he describes as sitting on the largest gold deposit in the world, with an extraction green light potentially arriving April 15.
See Jim Rickards' number one gold recommendation for 2026At the same time, Lilly’s top competitor, Novo Nordisk A/S (NYSE: NVO), is forecasting its weakest revenue growth in years. In 2026, Novo expects sales to decline between 5% and 13%. When measured in U.S. dollars, the company hasn’t seen a revenue drop of more than 5% since 2014; measured in Danish kroner, it hasn’t experienced such a decline since 1998.
This gap underscores Lilly’s stronger position, particularly in the market for currently available injectable GLP-1s.
Meanwhile, the healthcare company is taking steps to bolster its lead. Expanding drug access and winning the oral GLP-1 market are two key levers Lilly is working to pull.
Employer Connect: Lilly’s Bid to Crack the Huge Employer Coverage Gap
One of Lilly’s most significant recent moves is the launch of its Employer Connect platform, aimed at closing the gap in employer-sponsored obesity care. Lilly says roughly half of people on employer-sponsored plans lack coverage for obesity treatments. One survey found that just 20% of companies with more than 200 employees cover weight-loss drugs, and only 43% of firms with 5,000 employees or more do so.
That is a significant untapped opportunity. If employers don’t cover these drugs, patients must pay out of pocket. Through LillyDirect, the company’s direct-to-consumer platform, Zepbound costs about $299 to $449 per month. At those prices, many potential patients are likely priced out of treatment.
To address this, Lilly is offering Zepbound to employers at a discounted price of $449 per month, with employees responsible for only a small fraction of that cost. That is less than half of the drug’s list price of over $1,000. Employer Connect also bypasses traditional pharmacy benefit managers (PBMs), who act as intermediaries between drugmakers and insurers and often use opaque pricing agreements. The PBM industry is highly concentrated, giving those firms substantial negotiating leverage.
Through Employer Connect, employers can choose from more than 15 independent program administrators, allowing them to pick the option that best fits their needs. Lilly expects those administrators to compete with one another on services and price.
If employers adopt the program, Lilly could add significant Zepbound sales to its top line. However, meaningful contribution may not arrive until 2027, as employers evaluate and implement the new option.
There is some risk: if employers that already cover Zepbound switch to Employer Connect, Lilly could face lower per-unit pricing. Still, given the large coverage gap, the company appears willing to accept lower prices in exchange for much higher volume.
Lilly Scores Win in Smaller Oral Type 2 Diabetes Market
Lilly also reported positive results for its experimental oral GLP-1, orforglipron. In a head-to-head trial against Novo’s oral semaglutide (marketed as Rybelsus for type 2 diabetes), orforglipron produced superior blood-sugar reductions and greater weight loss.
A1C, a key marker of blood sugar control, fell by 2.2% for patients on orforglipron versus 1.4% for those on oral semaglutide. Weight loss averaged 9.2% with orforglipron compared with 5.3% for oral semaglutide.
Those results are encouraging as Lilly seeks approval of orforglipron for type 2 diabetes. Still, the oral diabetes market is relatively small compared with the broader GLP-1 market: Novo’s Rybelsus generated roughly $3.5 billion in sales in 2025, compared with about $32.5 billion in combined Ozempic and Wegovy sales at Novo the same year. Lilly is also pursuing approval of orforglipron as an oral obesity medication, which would represent a much larger opportunity.
LLY Keeps Opening New Doors to Drive Potential Growth
Overall, Lilly is expanding access and developing new products to broaden its customer base. While the company has already grown into an industry giant, its track record of execution and ongoing innovation make it a difficult stock to bet against.
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