 Dear Reader, President Trump is about to rewrite the rules of the stock market. 2025 showed just how much influence he has… Liberation Day triggered the fastest 10% drawdown in recent memory — wiping over $2 trillion off the markets in a single day. Then he paused tariffs for 90 days — and the S&P 500 gained $4 trillion in value. His AI initiatives sent Palantir soaring over 140%. But Larry Benedict says all of that was just the warm-up for what Trump is planning to do next. Larry is calling it "Project 2026." And Larry believes when it’s triggered, it could move more money than anything Trump did in 2025. We”re talking billions — potentially trillions — of dollars flowing into overlooked corners of the market. Creating massive new winners and losers. And there”s ONE ticker sitting right at the center of it all. Larry”s revealing the name and ticker today — completely free. Click here to discover what Trump”s Project 2026 really is. Regards, Lauren Wingfield
Managing Editor, The Opportunistic Trader
Today's Exclusive Content 3 Stocks With the Most to Gain From Tariff ReliefSubmitted by Dan Schmidt. Posted: 3/2/2026. 
Key Points- The Supreme Court struck down President Trump's sprawling tariff regime under the IEEPA.
- While other tariffs remain and Trump quickly enacted new ones, the decision provides significant relief and newfound policy predictability for many U.S. firms.
- Five Below, Ross Stores, and FedEx Corp are three of the companies that stand to benefit most from tariff reductions (and potential refunds).
- Special Report: Silver $309? (From Investors Alley)
Tariff drama is once again dominating market headlines following the Supreme Court's decision to strike down the strictest rates. While the news is undoubtedly bullish for many retailers, the muted market reaction may have left investors puzzled. Below we explain why the market responded the way it did and highlight several stocks that could benefit now that they are no longer squarely in the trade-war crosshairs. Where the Tariff Situation Currently StandsOn Feb. 20, 2026, the Supreme Court ruled against President Trump's use of the International Emergency Economic Powers Act (IEEPA) to impose sweeping tariffs without Congressional consent. In a 6-3 decision, the Court held that the President exceeded his authority under IEEPA and ordered that all tariffs imposed under that law be vacated immediately. Elon did the seemingly impossible – far faster than anyone expected… And it's sent the tech industry into PANIC MODE. ChatGPT, Claude, Google Gemini, and DeepSeek could soon become obsolete. And three little-known firms could soar 10X or higher as a result. Get the details here. Following the ruling, the administration enacted new 10% tariffs under Section 122 and announced that the current tariffs under Section 232 would remain in place. According to a Penn Wharton analysis, the new effective tariff rate is 9.1%, down from the roughly 9.8% effective rate that prevailed for most of 2025. Companies facing tariffs will welcome any relief, but that relatively small decline helps explain why the market reaction was more of a yawn than a celebration. The Section 122 tariffs also come with limitations that the IEEPA orders lacked. Section 122 tariffs cannot be tailored to specific countries, the rate cannot exceed 15%, and they do not stack on top of other types of tariffs (such as Section 232). Perhaps most important, the Section 122 measures are temporary: after 150 days the President must seek a congressional extension — a step that could be politically difficult with midterm elections approaching. Another wild card is the prospect of refunds. The IEEPA tariffs collected an estimated $175 billion, and companies seeking refunds must file suit in the U.S. Court of International Trade. Refunds would be a windfall for hundreds of corporations that had baked higher import costs into their 2026 projections. Refunds, combined with the possibility of further rate reductions after the 150-day window, create potential dual tailwinds for the stocks that experienced the most tariff pressure. 3 Stocks That Benefit From Tariff Cancellations (and Potential Refunds)The market's recovery over the final eight months of 2025 may have reflected expectations that the Supreme Court would limit the administration's tariff authority. Regardless, the tariffs materially affected the following three companies, and any rollback of those measures — plus potential refunds — could have meaningful implications going forward. Five Below: Immediate Relief on China ImportsFive Below Inc. (NASDAQ: FIVE) faced significant margin pressure from tariffs because most of its products are imported from China and its discount-priced business model makes it hard to pass costs on to customers. The company targets very price-sensitive, younger shoppers, so every tariff hike directly pinched Five Below's margins. Revoking the harshest China-focused rates therefore provides near-term relief. Beyond the immediate cost reduction, the Supreme Court's decision reduces uncertainty and the risk of further escalation, such as last spring's broad tariff actions that surprised many retailers. 
Five Below reported its fiscal Q3 2026 results in December, and although the numbers were strong, management warned that tariff costs could shave roughly 240 basis points off operating margin. The company will release fiscal Q4 results on March 18, and while the recent tariff relief is unlikely to be reflected in that quarter, projections for fiscal 2027 should look healthier than they did last quarter. Analysts at JPMorgan echoed that view when they raised their price target to a Street-high $259, implying nearly 15% upside from current levels. Ross Stores: Margin and Inventory Boosts on the HorizonRoss Stores Inc. (NASDAQ: ROST) also stands to gain, albeit more indirectly. While more than half of the merchandise Ross sells originates in China, Ross does relatively little direct importing itself. Instead, the company buys overstocked inventory from other U.S. brands that have already paid duties. Many retailers front-loaded inventories last year to avoid tariff exposure and may now look to offload excess merchandise to resellers like Ross at deeper discounts. Ross has also quantified the drag: tariffs shaved about 16 cents from EPS in fiscal 2025. 
Investors will be watching Ross' March 3 earnings report for updated guidance now that the IEEPA tariffs have been vacated. Analysts were generally positive heading into the print: five firms raised price targets on ROST shares in February, including a Street-high $232 from JPMorgan on Feb. 23. FedEx: Trade-Volume Recovery and First-Mover Advantage on RefundsFedEx Corp. (NYSE: FDX) won't see the same kind of margin relief as retailers, but it does benefit in other important ways. The biggest operational upside is the normalization of its most lucrative trade lane — China to the United States — which should help restore volume and pricing that were pressured by tariff-driven disruptions. FedEx executives estimated tariffs created roughly a $1 billion revenue headwind in fiscal 2025, a drag that should be easier to manage now that the IEEPA tariffs have been vacated. 
FedEx was also the first major company to sue the U.S. government for a refund after the Supreme Court's decision. If the suit succeeds, FedEx could be eligible for up to $1 billion in tariff relief and might win goodwill by returning some of that windfall to its shippers. One caution: investors had expected an immediate bullish reaction for FDX shares, and the stock is currently overbought on the Relative Strength Index (RSI). A pullback toward the 50-day moving average could offer a more stable entry point for new positions.
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