A guide to America’s new money



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Sunday, August 16, 2026 • Daily Market Alert

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If we’ve learned anything from President Trump’s second term, it’s that his
jokes have a funny way of happening.



When he floated putting his own face on American currency, it sounded like
just another one of his vain musings.



The U.S. Mint is now striking $1 coins bearing his portrait – the first living
president to appear on American money since Abraham Lincoln.



When he boasted about hosting a UFC cage fight on the White House lawn,
late-night hosts had a field day.



Then the octagon went up on the South Lawn.



And when recently asked point-blank whether Greenland would be under U.S.
control by the end of his term. His answer:"Yeah, you should make that bet,
actually."



Again, the press laughed it off as another Trump provocation – a quip to
agitate Brussels and rattle NATO.



But I believe Trump’s declaration to control Greenland is not only real, it’s
part of something far bigger and more consequential for all of us.
<[link removed]>



This strange story has resurfaced again and again since 2019, in defiance of
every diplomatic embarrassment it causes.



There is a reason for that persistence – and once you see it, you will start
to see the same reason behind a dozen other stories the press has been
reporting as separate events.



Greenland sits on one of the largest untapped deposits of rare-earth minerals
on the planet – the metals without which not a single advanced semiconductor,
AI data center, or American fighter jet can be built. Its deposits contain
dozens of the minerals Washington officially classifies as critical to national
security.



Now hold that thought, and look at what else this administration has been
doing.



Trump has signed an executive order creating a $12 billion strategic stockpile
of critical minerals. The administration calls it Project Vault.



The government has taken direct equity stakes in American mining companies –
MP Materials, Lithium Americas, Trilogy Metals. Washington now co-owns the
miners.



Trump secured $500 billion in mineral rights from Ukraine as a condition of
continued American support.



Shuttered nuclear plants are being reopened across the country, and permitting
for new reactors has been slashed from years to months – because the AI
buildout requires more electricity than the American grid can currently produce.



The CEOs of Nvidia, Apple, Microsoft, and BlackRock have been shuttling
between Washington, Riyadh, and Beijing alongside the President – cutting deals
that have committed more than a trillion dollars of Gulf money to American AI
infrastructure.



And on December 12, 2025, representatives of 13 nations quietly signed a pact
at the State Department that almost no one in the financial press has covered.



The tariffs… The threats to annex Canada… The strike on Venezuela… The
obsession with Greenland…



They are not separate stories – they are one story.
<[link removed]>



Every single one of these moves secures the same thing: American control over
the critical resources and energy that the next century's economy will run on.
The materials Russian President Vladimir Putin was talking about when he said
whoever leads in this sphere will "become the ruler of the world."



And the reason Trump is moving this fast, this aggressively – and on this many
fronts at once – is the biggest part of his grand plan, the part that connects
all of it:



He needs these resources to instigate an emergency reset of the U.S. dollar.
<[link removed]>



For 50 years, America's currency has been anchored to Saudi oil – the
petrodollar arrangement Henry Kissinger struck in the desert in 1974. That
arrangement quietly expired in June 2024.



Since that expiration, Central banks have been dumping U.S. Treasuries at a
pace not seen in decades.



China has cut its holdings by 45% from their peak. The BRICS nations offloaded
$47 billion of American debt in a single month earlier this year. And the
dollar's share of global reserves has sunk to its lowest level this century.

<[link removed]>

Source: Bloomberg



Everything about our way of life – the low interest rates, the cheap
mortgages, the government's ability to borrow trillions without collapsing –
all of it rests on one privilege: the world's willingness to hold our money.



Take that away, and the entire American standard of living is in peril.



The Trump administration is painfully aware of this. It is the crisis lurking
behind every move I've just described and why they are moving heaven and earth
to give the world anew reason to need the dollar.



What's being assembled is a new monetary order – anchored not to oil, but to
the critical minerals, energy, and AI infrastructure this administration is now
racing to lock up on every continent. A reset already signed and sealed in the
back rooms of Washington, bypassing Congress entirely.



I call it Trump's New Dollar. <[link removed]>

<[link removed]>

And it is the first reset of America's money in half a century.



When Kissinger struck that deal with the Saudis, it minted more than a
thousand new millionaires a day for 50 years – and quietly hollowed out the
savings of the millions who never understood what was happening.



I've laid out the whole story in my new documentary
<[link removed]> – including the five companies
sitting at the chokepoints of the new monetary order, and one move to gain
immediate exposure to what's unfolding.



And I'd urge you to watch it soon… because this December, when the leaders of
the world's 20 largest economies gather at Trump's own resort in Miami, I
believe the President could unveil his new monetary order to the world.



The dividing line is being drawn now and which side of it you end up on may
depend on what you do before then.



Watch the full story here. <[link removed]>



Good investing,

Porter Stansberry

Full Story > <[link removed]>


 


Additional Reading from Daily Market Alerts:

Five Retail Giants Report This Week. Here's What Investors Need to Know.

The biggest test of the American consumer in months arrives on August 18.
Home Depot kicks it off before the market opens Tuesday. Target and Lowe's
follow Wednesday morning. Walmart and Deere close out the week Thursday before
the bell. Five reports in three days, and the backdrop could not be more
complicated.

July payrolls came in negative — an unexpected contraction in the labor
market that rattled rate-hike expectations and raised genuine questions about
whether the consumer spending that has propped up this earnings season is about
to decelerate. On August 12, the Bureau of Labor Statistics reported that the
Consumer Price Index rose just 0.1% in July on a month-over-month basis, with
the year-over-year rate easing to 3.4% from 3.5% in June. Core inflation —
stripping out food and energy — landed at 2.5% year over year. Cooling prices
are a double-edged sword: they ease pressure on household budgets, but if the
driver is weakening demand rather than supply normalization, retailers feel it
in their traffic counts and same-store sales figures.

That's the lens investors will be looking through this week.

Home Depot: The Housing Proxy

Home Depot (HD) reports August 18 with the Street looking for $4.71 in EPS on
roughly $47.50 billion in revenue — essentially flat on earnings compared to a
year ago. Trading at $339.16 as of August 14, HD is off sharply from its
52-week high of $426.75 and carries a P/E of 24.11 on a market cap of $338.20B

The story here is mortgage rates. With 30-year fixed rates holding near 6.7%,
housing turnover remains suppressed, and Home Depot's large-ticket,
project-driven business suffers when homeowners aren't moving. Wall Street
wants to see whether the company's professional contractor segment — which
tends to be stickier than the DIY side — can offset the residential slowdown.
Analysts are also watching the full-year guide, which needs back-half comp
acceleration to hold.

Of 18 analysts covering HD, 72.2% are bullish. The average price target is
$376.56, representing 11.0% upside from current levels, with the highest target
at $435.00. Wells Fargo's Zachary Fadem maintained an Overweight rating on
August 11 with a $400.00 target, calling the setup attractive ahead of the
print.

Walmart: The Consensus Bar Is Set at the Top of Its Own Guide

Walmart (WMT) reports August 20 with the consensus at $0.74 per share — the
very top of the company's own prior guidance range of $0.72 to $0.74. That
leaves almost no cushion. In an environment where payrolls went negative in
July, Walmart is both a potential beneficiary of trade-down consumer behavior
and a bellwether for how much stress is actually appearing in lower-income
households.

WMT is trading at $115.47 with a 52-week range of $95.42 to $135.16, a P/E of
40.51, and a market cap of $919.00B. The stock has held its ground relative to
its peers, reflecting investors' continued appetite for defensive retail
exposure. Of 18 analysts, 88.9% are bullish, with an average price target of
$141.11 and a high target of $155.00. That implies 22.2% upside to the average
target from current levels. What investors are really watching: e-commerce
growth momentum, whether the international segment — particularly in India and
China — continues to grow at a double-digit clip, and any commentary on
tariff-related inventory builds heading into the fall.

Target: The Most Story Risk Per Dollar

Target (TGT) reports August 19. The consensus sits at roughly $2.21 to $2.25
in EPS, up approximately 8% to 10% year over year. After years of being the
sector's underperformer, Target's first-quarter fiscal 2026 comparable sales
rose 5.6% — the strongest evidence yet that the turnaround is real. The
question this week is whether that momentum held through the summer.

TGT is trading at $154.95 as of August 14, near the top of its 52-week range
of $83.44 to $156.47, with a P/E of 20.47 and a market cap of $70.40B. The
analyst community is notably split: only 42.1% carry a bullish rating, compared
to 52.6% neutral and 5.3% bearish. The average analyst price target of $149.42
is actually below the current share price — implying the stock has outrun the
Street's expectations after its recent rally. The high target is $177.00 from
Jefferies, which reiterated a Buy on August 14. Truist Securities and Piper
Sandler both maintained Hold ratings that same day with targets of $147.00 and
$146.00 respectively, reflecting genuine uncertainty about sustainability.

For Target, the binary risk is stark. A second consecutive strong comp print
would validate the turnaround thesis and likely push the stock through its
52-week high. A miss, or cautious guidance, would challenge a valuation that
has already priced in recovery.

Continue Reading →
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