Trump is replacing the U.S. dollar

Editor's Note: We are always on the lookout for cutting-edge financial news to share with you. Below is a message from Marketwise Founder, Porter Stansberry, that we found interesting. We urge you to continue reading. Dear Reader, No one has told you about it or prepared you for it… But America’s money is being replaced. A dollar reset on this scale has happened just once before in our 250-year history. That was back in 1974, with a secret deal struck in a Saudi desert that quietly determined the financial fate of an entire generation of Americans. It created extraordinary wealth for some, while casting millions more into relative poverty. Now, 52 years later, it's happening again. And I’d like to show you how to prepare for it, while there’s still time. My name is Porter Stansberry. I'm the founder of one of the largest independent financial research firms in the world. Over the last 30 years we've helped hundreds of thousands of Americans navigate almost every major economic cycle. We've been on the forefront of every big financial story — from the collapse of Fannie Mae and Freddie Mac to the rise of Bitcoin, the COVID inflation surge, and the artificial intelligence revolution. But today, I need to expose a story the likes of which we haven't seen in half a century. And as you'll see, the aftershock of this event could reset not just your personal wealth, but the entire foundation of the U.S. dollar. How you save, how you invest, how you protect everything you've built… it's all being reshaped by what Fortune calls "the biggest change to the world's relationship with the dollar" in a generation. Yet almost nobody is prepared for it. So if you've been watching the chaos of the past year unfold, struggling to make sense of it all — you're about to get the answers you've been searching for. Everything from the government taking direct equity stakes in tiny mining companies… to Trump's obsession with Greenland… his strange deals with Elon Musk, Jeff Bezos, Sam Altman, and Mark Zuckerberg… the re-opening of shuttered nuclear plants… and a $12 billion stockpile of obscure metals most Americans have never heard of… It's all deeply and inexorably connected to an inescapable fact no one has prepared you for: President Trump is replacing the dollar. His shocking money reset has bypassed all conventional channels — enacted instead through a series of executive orders, bi-lateral deals, and a landmark treaty signed by 13 nations in December 2025 (barely reported in the press) called Pax Silica. You need to know that the financial decisions you make in the face of Trump's New Dollar could dictate whether you're enriched, or quietly impoverished by the seismic shift already underway. The stocks to buy. The assets to avoid. And the critical moves our research indicates you should make to ensure you and your family end up on the right side of this once-in-a-generation wealth divide… It's all laid out here for you in my important new briefing. Good investing, Porter Stansberry To ensure that you continue to receive marketing emails from TradeSmith, please add info@exct.tradesmith.com to your address book. If you no longer want to receive marketing emails from TradeSmith, please click here to unsubscribe. If you have any questions, please don't hesitate to contact Customer Service at support@tradesmith.com or by calling 1-866-385-2076. © 2026 TradeSmith, LLC. All Rights Reserved. 1125 N. Charles Street, Baltimore, MD 21201 Terms of Use  |  Privacy Policy  |  Unsubscribe

Musalem Said the Fed Should Have Hiked in July. That Makes Seven Fed Officials Publicly Aligned With the Hike Case.

St. Louis Fed President said Thursday he preferred a July hike. Google exposed 200-plus companies targeted in coordinated attacks. US refiners are at full capacity. Jane Street is refinancing $11...  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

August 07, 2026   |   Read online   Dio Pouerie & Bo Nichols St. Louis Fed President said Thursday he preferred a July hike. Google exposed 200-plus companies targeted in coordinated attacks. US refiners are at full capacity. Jane Street is refinancing $11 billion of public debt into private credit. THE NUMBER Seven. The Fed officials now publicly signaling openness to hikes in a nine-day window ahead of Jackson Hole. Three dissenters (Hammack, Kashkari, Logan). Barkin's "close call." Cook's Wednesday "prepared to act." Daly's Wednesday "prepared to take action." Musalem's Thursday preference for a July hike. The composition has moved from three-versus-nine last Friday to seven publicly aligned this morning. THE SETUP A seventh Fed official broke cover Thursday. The St. Louis president argued for a quarter point last week and lost. Google published the fake domains. Reuters matched them to Wall Street's biggest firms. America's fuel plants are running flat out. The world's are not. One of the biggest trading firms wants its lenders private. July payrolls print this morning. PMD LENS PMD on August 6 counted six Fed officials open to a hike. It flagged the August 15 governor test. Musalem is the seventh, and he is not that governor. He runs the St. Louis Fed and does not vote until 2028. The test was about a ballot. What arrived was a voice. PMD SIGNAL TRACKER PREMIER FEATURE Wall Street Doesn't Price Gold Mines. It Prices Labels. Hang "speculative developer" on a company and the market discounts everything it owns. The gold can be real, the permits done, the shovels moving. The label says risk — so the price says risk. Swap that label for "federally backed strategic asset" and the discount dies. Only one thing kills a label: certainty. And certainty has a date. On May 21, 2026, a federal bank voted unanimously to lend nearly $3 billion to build a gold mine on American soil. Congress got 25 days notice. Nobody objected. Final papers expected later this year. Same deposit. Same permits. Same gold. But the day that ink dries — funding risk goes to zero, the U.S. government becomes financially fused to the project, and Wall Street re-rates the stock. One more detail. This company's filings carry a phrase I've never seen on a gold project: substantial support and partnership from the Department of War. Why? The deposit carries a second metal — one China formally banned from export to the United States. The only domestic reserve of it in the country. Gold for the dollar war. The banned metal for the shooting war. Both from the same pit. The company is about one fiftieth the size of Newmont. Still wearing the old label. See the company before the label changes WHAT MOST WILL MISS Musalem: "It is crucial that monetary policy put a meaningful restraint on underlying inflation, rather than tolerating somewhat higher inflation today to pursue productivity growth tomorrow." Google identified 72 malicious websites tied to the campaign. The hackers used voice phishing with correct help desk phone numbers displayed. Jane Street had $16.1 billion of Q1 trading revenue, more than double Q1 2025. Roughly 5 million barrels a day of the world's refining capacity is currently out of commission. Meta (META) was ordered to pay $942 million in the New Mexico child safety verdict. The next state trial begins jury selection next week. States are asking for over $1 trillion. IN FOCUS Musalem Says the Fed Should Have Hiked in July. The Disclosure Alberto Musalem runs the St. Louis Fed. Thursday he said he wanted a quarter point in July. He called the funds rate the Fed's primary tool and asked for 25 basis points. He lost. His reason was plain. Leave policy here and inflation likely sits above 2% a year out. Small moves early beat large moves late, he said. The Count Three officials dissented on July 29. Barkin called it a close call. Cook said she is prepared to act. Daly said the Fed must be ready. Musalem now says he argued for the move in the room. Seven voices in nine days. Barkin and Daly are alternates this year. Musalem is not on the committee. The Silence Answer Warsh has said almost nothing. He has told markets to work the path out themselves. Musalem took the other side Thursday. Change policy when it should change, whatever the screen says. Surprising investors, Musalem added, is sometimes fine. The Four Who Vote The curve carries a September committee that holds and then cuts. It does not carry how thin that hold has become. Seven officials have now said they could raise rates. Four of them vote next month. One more governor saying what Cook said, before August 15, makes it five. FROM OUR PARTNERS Hidden in Tesla's Filing: A $12 Billion "Super Startup" Pull up Tesla's most recent SEC filing. Page 5. And you'll see a single line showing $12 billion in revenue from a brand-new "super startup" Elon Musk has been quietly incubating inside Tesla. This new "super startup" has nothing to do with cars or robots or space or AI… But it sits at the center of what Blackstone calls "a $23 trillion investment opportunity." And on Oct 21st, Elon is expected to pull back the curtain and reveal exactly what he's building. But Adam O'Dell already knows… and he reveals it all in this urgent video. SIGNALS IN MOTION SIGNAL 1: The Help Desk Called Back A phone rings on a personal mobile. The caller ID shows your own help desk. It isn't. Google published the fake domains on Thursday and named no victims. Reuters matched the domains to names. Blackstone (BX), Apollo (APO), KKR (KKR), TPG (TPG), CME Group (CME), Moody's (MCO), Bridgewater, Bain Capital and Clearlake. The pitch was an urgent passkey update. Austin Larsen of Google was blunt. "Sophisticated is not the right word. It is just really effective." The Fence and the Guard Money is buying the perimeter. Nobody is buying the phone. No firm has confirmed a breach. Diligence covers the stack and the vendor list, not the call from your own number. A confirmed breach inside thirty days turns an attempt into an operating loss. SIGNAL 2: Refining Is the Shortage Hormuz Cannot Fix American fuel plants ran at 97.2% of capacity in late July. That is the highest since 2018. Diesel exports hit a record 1.9 million barrels a day. Marathon (MPC), Valero (VLO) and Phillips 66 (PSX) each booked their best second quarter in four years. Darren Woods of ExxonMobil (XOM) told the WSJ he has never seen refining capacity this thin against demand. The Lane and the Plant Oil carries a Hormuz reopening that Iran and Oman are still drafting. It does not carry the refining that war and drone strikes took offline. A strait is not a refinery. One reopens on a signature. The other takes years to rebuild. SIGNAL 3: Jane Street Is Buying Back Its Own Silence Jane Street made $39.6 billion trading last year. It carries $11 billion of public debt. Now it wants that debt private. Talks include Pimco. The package could reach $15 billion as a private placement. The tender could come Monday. Public bonds carry a price. Quarterly numbers go to every lender holding them. A private placement narrows that to the signing room. The Reporting Trade Investors treat private credit as a yield question. It is also a visibility question. The Fed starts surveying a $1.3 trillion direct lending market after Q3, just as one of trading's biggest names steps out of view. Another market maker doing the same inside sixty days makes it a habit. PARTNER SPOTLIGHT I Became a Millionaire Here While I Was Still in College This little-known building in Pasadena is where I learned about a kind of investment most people never get access to. Twenty years later, that same opportunity is wide open again. And it's all because of what's about to happen to OpenAI and Anthropic. Get your free ticker here. This ad is sent on behalf of InvestorPlace Media at 1125 N. Charles Street, Baltimore, Maryland 21201. If you're not interested in this opportunity, please click here. THE PLAYBOOK This morning, July payrolls print. Monday, Jane Street bond tender window. Before August 15, second Washington-based Fed governor signaling. Next week, next state Meta trial jury selection. August 27, Jackson Hole. September 15-16, FOMC. Capital Discipline A pause is not a policy. It is a vote count, and this one is thinning. The curve still treats September as the start of cuts. Nothing in the last nine days supports that. Run this before your next IC. Take the position that needs September's meeting to go your way. Reprice it on a hold that runs into 2027, with no cut at all. If it still clears your hurdle, you own an asset. If it only works with a cut, you own a committee forecast. Put it in the rate sleeve and size it there. PMD REPOSITION The paper marks explained the earnings-growth print. The one-third figure explained the whole-economy growth rate. The $46 billion debt stack explained the private financing. The $15.8 billion capex named the largest spend. The $101 billion lockup named the largest supply event. The $119 billion Terafab named the capital scale. Seven Fed officials now name the composition gap. Two tests land before Jackson Hole. This morning's payrolls print. A second Washington-based governor echoing Cook before August 15. The third is Jackson Hole itself. The open question is no longer whether the dissenting minority becomes a committee framework. It is whether this morning's payrolls print confirms or rejects the labor-market backdrop the whole composition rests on.   Update your email preferences or unsubscribe here © 2026 Private Markets Digest, a brand of Traders & Quants, LLC. 522 S. Hunt Club Blvd Suite 119 Apopka, FL 32703, United States

OT Buy Physical Gold (Here's Why)

Most gold owners have no idea what BlackRock sees coming.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

August 07, 2026 Dear Reader, Physical gold made sense in the last financial system. The next one may reward something very different. BlackRock CEO Larry Fink believes $110 trillion worth of assets will eventually move onto new digital financial rails. Gold is already making the transition. More than $1.6 billion has already moved. Meanwhile, physical gold just sits there. It doesn't generate income. It doesn't compound. Now imagine owning real, vaulted gold that can actually work for you. Real gold bars. Stored in institutional vaults. The opportunity to earn up to 8–15% annual yield through lending programs. All while maintaining ownership of your gold. BlackRock calls tokenization "the next generation for securities." The only question is whether you'll be positioned before trillions of dollars make the same move. 👉 Watch how this new way to own gold could generate weekly income while you maintain ownership → To your wealth, Alex Grandwileski Decentralized Masters P.S. More than $1.6 billion has already moved into tokenized gold. See why many investors believe this could be one of the biggest shifts in gold investing in decades. 👉 Watch the free presentation here → This email may contain paid advertisements and affiliate links. Guardian Financial Publishing may receive compensation if you click a link or make a purchase. AFAA is a publication of Guardian Financial Publishing (D/B/A) Stable Financial Publishing | Privacy Policy | Terms | Disclaimer Your American First, America Always account is active and this message was delivered as part of your current subscription. If you did not request this email or believe it was sent in error, please reply directly so our team can review your account status. Account Status and Subscription Details Your subscription is confirmed and your delivery preferences are current. You are receiving content based on the schedule and format you selected when you registered. 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