| | Good Wednesday — here's what actually matters today. | The "Private" market is going Public. | While Wall Street digests mixed bank earnings this morning, the real action is in the pre-IPO market. SpaceX just set an internal valuation of $800 Billion, confirming it as the most valuable private company in history. We are tracking the "Starlink Spin-Off" rumor that could be the biggest IPO of 2026. | Plus: Gold is still breaking records, Wells Fargo missed revenue, and the PPI inflation print just dropped. |
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| 🛰️ SpaceX IPO: The $800 Billion Signal | | The biggest IPO of the decade is loading. | The News: SpaceX just completed an internal share sale at an $800 Billion valuation.
The Rumor: CFO Bret Johnsen's memo to shareholders hinted at a "June or July 2026" IPO window.
The Asset: The jewel isn't the rocket; it's Starlink. With projected revenue of $24 Billion in 2026, Starlink is effectively the world's first global utility. | 🎯 Actionable Trade: The "Proxy" Play | Ticker: Destiny Tech100 (DXYZ) Logic: This closed-end fund holds private shares of SpaceX and OpenAI. It trades on the NYSE. Strategy: Buy on Dips (Warning: It often trades at a massive premium to NAV).
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| | | | (Sponsored by Brownstone Research) | Will show you how to claim your stake in what he believes will be the biggest IPO of the decade. | You see, SpaceX is not just about Elon Musk's dream of colonizing Mars. | The biggest and most urgent opportunity is its satellites that are providing high-speed internet from space. | Every week, Elon is sending about 60 more satellites into orbit. | Jeff believes Elon is building what will be… | The world's first global communications carrier. | He predicts this will be Elon's next trillion-dollar business. | And when it goes public… | You could cash out with the biggest payout of your life. | Click here and learn how to claim your stake starting with just $500. | |
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| | 🥇 The Gold Supercycle: $5,400 Target | | Wall Street is chasing the metal. | The Forecasts: The banks are capitulating to the bull market. | Morgan Stanley: $4,800 Goldman Sachs: $4,900 JPMorgan: $5,000 Bank of America: $5,400
| The Driver: It's not just inflation. It's "Structural Deficits." Central Banks are buying 70 tonnes a month because they know the US debt spiral is mathematically unfixable. | 🎯 Actionable Trade: The "Royalty" Play | Ticker: Wheaton Precious Metals (WPM) Why: It fits Eifrig's "Not a Miner" description. They finance mines in exchange for cheap gold/silver. Benefit: Zero cost overruns. High margins. Dividend growth.
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| | | | (Sponsored by STANSBERRY RESEARCH) | Gold capped off one of the most meteoric rallies in modern market history. | And many investors might be asking the question: | Can gold pull off a repeat in 2026? | According to Dr. David Eifrig - a former Goldman Sachs vice president - gold's next move could be even BIGGER than last year's (here's why). | And he's not alone. | More than a dozen money managers, whose firms collectively handle trillions of dollars of assets, recently told Bloomberg they expect gold to keep climbing. | Gold has already hit a record high of $4,600 per ounce... | But major Wall Street banks like Morgan Stanley sees gold rising to $4,800. | Goldman Sachs predicts $4,900. | And JPMorgan Chase expects gold to reach $5,000 per ounce. | Most point to falling interest rates, aggressive central bank buying, and ongoing geopolitical risk as the drivers behind gold's uptrend... | But Dr. Eifrig warns THIS urgent development could eclipse all of them. | He says it's tied to a strange plan created in Washington D.C. that could send gold to its biggest bull run in over half a century... | And to position yourself for massive potential gains, he urges you to move your money into his top gold stock now. | It's not a risky miner or a plain-vanilla ETF but it has 1,000% upside potential. | You can get all the details, right here. | |
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| | 🏦 Bank Earnings: Wells Fargo Misses | | Wells Fargo (WFC) just reported, and it wasn't pretty. | The Numbers: Revenue came in at $21.29B (Missing the $21.6B estimate).
The Issue: Net Interest Income (NII) is falling. High rates are hurting loan demand, but deposit costs are still high.
The Contrast: Goldman Sachs (GS) reports tomorrow. Expect a blowout in "Investment Banking" fees as M&A returns. The divergence between "Main Street Banks" (WFC) and "Wall Street Banks" (GS) is widening. | 🎯 Actionable Trade: The "Long/Short" Bank Pair | |
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| | 📱 The "Tiny Device": An-E Algorithm | | The Device: It's not a new piece of hardware; it's your phone running the An-E (Analytical Engine).
The Claim: TradeSmith's algorithm predicts "Green Day Trade Cycles"—specific windows of 21 days where stocks are mathematically probable to rise.
The Event: Today (Wednesday), they are revealing the 2026 forecast. | 🎯 Actionable Trade: The "Quality" Screen | Strategy: Use the "An-E" logic manually. Filter: Buy stocks with Rising Relative Strength (RSI > 50) and Low Volatility (Beta < 1.0). Ticker: Costco (COST) fits this "Green Cycle" profile today.
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| | | | (Sponsored by TradeSmith) | What's the #1 investment today? It's not a stock. Not crypto. Not gold. | It's a tiny device weighing less than 3 ounces. | Why? Because its software doesn't tell you what to buy. But it could help you transform how your existing portfolio performs. | We back tested it on the worst stocks in history. They would've turned from losers into winners. | | Even Buffett's legendary results could have improved. | Click here now to watch the full presentation. | |
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| | 📉 PPI Inflation: The "Pipeline" Check | | The BLS released the Producer Price Index (PPI). | The Data: Headline PPI rose +0.2% (In line with estimates).
| The Insight: Input costs are stable... for now. But "Egg Prices" surged 55% in November. | The Takeaway: Inflation isn't dead; it's lumpy. If PPI starts creeping up next month, the "Rate Cut" narrative for March is dead on arrival. | 🎯 Actionable Trade: The Inflation Hedge | |
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| | 📋 Today's Trade Cheat Sheet | A quick summary of the opportunities on our radar today: | Ticker | Theme | Bias | Action | DXYZ | SpaceX IPO Proxy | 🟢 Bullish | Buy on Dips | WPM | Gold Royalty | 🟢 Bullish | Long Hold | GS | Banking Boom | 🟢 Bullish | Buy before Thu | WFC | Consumer Weakness | 🔴 Bearish | Avoid / Short | DBA | Food Inflation | 🟢 Bullish | Hedge Portfolio |
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| | POLL — The "Private" MarketSpaceX is worth $800B. Would you buy the IPO? | |
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| | Disclaimer: The content provided in this newsletter, including all "Actionable Trade" sections and specific ticker mentions is for informational and educational purposes only and does not constitute financial, investment, or legal advice. | All investments involve risk, including the potential loss of principal. "Actionable Trades" are hypothetical ideas based on market commentary and should not be interpreted as specific recommendations to buy or sell any security. Past performance is not indicative of future results. You should always conduct your own due diligence and consult with a qualified financial advisor before making any investment decisions. |
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