Over the past year, the Trump administration has executed a series of moves
that – taken in isolation – look reckless, if not downright crazy. Threatening
to invade Greenland. Planning to annex Canada. Striking Venezuela. Seizing
Russian oil tankers in international waters. Signing a relentless torrent of
executive orders. Bombing Tehran.




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“In politics, nothing happens by accident. If it happens, you can bet it was
planned that way.” -Franklin D Roosevelt.

Over the past year, the Trump administration has executed a series of moves
that – taken in isolation – look reckless, if not downright crazy.

Threatening to invade Greenland. Planning to annex Canada. Striking
Venezuela. Seizing Russian oil tankers in international waters. Signing a
relentless torrent of executive orders. Bombing Tehran.

The financial press has covered each event as if it exists in a vacuum.

They are wrong.

Every single one of these strange moves is closely connected
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.

And flows from a single, coordinated strategy – a 29-page National Security
Strategy document published by the White House, laying out what we’re calling
the “Donroe Doctrine”.

Trump's corollary to the original Monroe Doctrine of 1823.

The Monroe Doctrine was simple: keep European powers out of the Western
Hemisphere. It defined America's sphere of influence for nearly two centuries.

The Donroe Doctrine updates that mission for the 21st century. Its target is
not European colonialism – it is China.

And it changes everything about how you invest your money from here on out.
The Grand Plan
While America spent the last two decades bogged down nation-building in Iraq
and Afghanistan, fighting the war on drugs, the war on terror, and mired in
identity politics…

China was executing a quiet, methodical strategy of its own.

It poured more than $100 billion into Venezuela alone – building energy
infrastructure, locking up oil exports, and establishing a critical nexus of
influence stretching from Caracas to Tehran to Moscow.

It quietly cornered 70% of the world's rare earth mining and 90% of global
processing – the critical materials without which no AI chip gets made, no GPU
runs, no data center operates.

It built alternative financial systems specifically designed to weaken the
U.S. dollar – settling oil transactions in yuan and gold, eroding the
petrodollar's grip one transaction at a time.

While we were distracted, China was building an empire.

The Donroe Doctrine is America's response.

Not a diplomatic response or a policy response – a wartime response.
This Is What Mobilization Looks Like
I've spent 30 years studying how capital migrates from one side of the market
to the other.

But this is unlike anything I’ve seen in my career.

In fact, the only time America has mobilized public and private money like
this is during the throes of World War II – when freedom and democracy itself
was at stake.

Think about what FDR did in 1941.

He drafted General Motors to build Sherman tanks. He conscripted Boeing to
produce bombers. He mobilized General Electric, Caterpillar, Ford – the entire
industrial complex of America – in service of a single national objective.

Private capital and public power moved in lockstep. Trillions of dollars (in
today's terms) were channelled into a concentrated set of companies critical to
the war effort.

And the investors who understood where that capital was flowing made fortunes
that lasted generations.

Trump is running the same play.

Except this time, the battlefield isn't Europe. The weapons aren't tanks and
bombers. And the critical resources aren't steel and rubber.

They are the physical foundations of artificial intelligence.
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The energy to power it, the minerals to build it, the chips to run it and the
infrastructure to scale it.

And the mobilization is already underway – at a scale that dwarfs anything
FDR attempted.

Meta, Google, Amazon, and Microsoft committed more than $400 billion in 2025
toward data center construction, with that figure expected to hit $650 billion
in 2026.

Apple is spending $500 billion – more than the entire GDP of Norway – to
fast-track AI development on American soil.

The UAE has committed $1.4 trillion. Nvidia another $500 billion.

Threatened with 100% tariffs, Taiwan Semiconductor Manufacturing is
relocating 40% of its chip supply chain to Arizona.

And for the first time in our history, the U.S. government is buying direct
stakes in mission critical companies at the frontier of this war for control of
the AI supply chain.

Trump has signed executive orders opening 625 million acres for offshore
drilling, fast-tracking mining permits from years to days, and reopening
retired coal and nuclear plants to meet the colossal energy demands of AI
infrastructure.

I don’t necessarily like the way the President is going about his business.
In my view, this level of command and control has the whiff of socialism about
it.

But I learned long ago that the most dangerous (and costly) position to hold
in the market is a moral one.

As investors, we have been given a map… a map telling us where trillions of
dollars in urgent and mission-critical capital is headed.

All we have to do is follow it.
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Where The Capital Is Flowing
History is unambiguous on what happens when a nation mobilizes like this.

During the First World War, U.S. Steel, General Motors, and Bethlehem Steel
made fortunes for their shareholders.

During the Second World War, it was Lockheed, Ford, and Caterpillar.

During the Cold War, Northrop, Raytheon, General Dynamics, and Boeing.

In every case, the pattern was identical. Wartime capital flows fast. It
concentrates into a narrow set of companies critical to the national objective.

And the investors who understood where it was going (before the rest of the
market caught on) were the ones who built generational wealth.

That same pattern is playing out right now.
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As money has flooded into the AI supply chain, the companies sitting at the
chokepoints of America's colossal mobilization are already surging.

Stocks like Vertiv (+500% since 2024), GE Vernova (+700% since 2024), Arista
Networks (+750% since 2021), and Taseko Mines (+370%since 2024) to name just a
few.

And a critical event this December could accelerate everything. When world
leaders gather in Miami for the G20 summit (at Trump's own resort) I believe
the full scale of what he’s been building will become impossible to ignore.

Not just the AI mobilization.

Because the Donroe Doctrine isn't just a geopolitical strategy or an
industrial initiative.

It is a historic monetary event.
Trump’s New Dollar
My new research
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tells me Trump's initiative will impact every aspect of your financial life –
from your stock portfolio to your retirement account to your savings.

That extends, I can tell you now, to the dollar in your pocket.

Because buried within Trump's grand plan is something that will send
shockwaves through American life:

A complete replacement of the U.S. dollar as we know it.
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A new monetary order – already signed and sealed in the backrooms of the
State Department – that will divide America into two groups:

Those who understand what’s happening to their money. And those who don't.

I've spent months making sure you end up on the right side.

By identifying one key investment you can make today to give you immediate
exposure to what’s unfolding…

And uncovering five companies critical to Trump’s unstoppable drive to
dominate the AI supply chain – and reset the dollar in the process.

Go here for the full story.
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Good investing,

Porter Stansberry





Capitol Axis Insights
Oil Below $90 Is the Hormuz Framework's Most Immediate Political Consequence

The Iran-Oman Hormuz framework's most immediate political effect has not been
diplomatic — it has been economic. International benchmark Brent crude falling
below $90 per barrel in response to the framework announcement is the first
time the front-month oil price has been below that level since the Iran war
began, and it represents a meaningful directional signal for an administration
whose most persistent domestic political vulnerability has been the energy
price impact of the conflict on American consumers.
The Axis Signal
Oil markets are pricing the possibility of future Hormuz normalization before
the physical shipping data confirms it, making the next technical talks central
to whether the price relief holds.

Brent fell below the $90 per barrel mark overnight in response to the
Iran-Oman joint statement, with oil prices extending recent losses, according
to CNBC's market coverage. The decline happened despite strait traffic actually
falling — just five commodity vessels transited the Strait of Hormuz in the
period following the announcement, below even the 10-day average of 15,
suggesting the price movement was driven entirely by expectation rather than
any actual change in oil flows. Markets are not pricing in the reality of what
the framework has produced so far; they are pricing in the probability of what
it might eventually produce.
The Axis View
The political impact of the framework depends less on the announcement itself
than on whether lower crude prices translate into visible gasoline relief
before the midterm narrative hardens.

Brent crude fell below $90 per barrel in response to the Iran-Oman framework
announcement — the first sub-$90 reading since the war began — despite strait
traffic actually declining, confirming the price movement is driven by
expectation of future progress rather than any actual change in oil flows.

The sustainability of the price relief depends entirely on whether technical
Iran-Oman negotiations make visible progress: progress sustains the relief;
stalls or IRGC obstruction reverse it rapidly.

For American domestic politics, sustained oil price decline toward $85 would
produce gasoline price relief within weeks — not elimination of the war premium
but enough movement to change the political narrative heading into the midterm
election season.

That distinction is critical for understanding the oil price dynamics of the
next several weeks. If the technical negotiations between Iran and Oman make
visible progress — specific corridor coordinates agreed, mine-clearing
timelines established, the first vessels transiting under the new arrangement —
the price relief could be sustained or extended. If the technical talks stall,
if the IRGC blocks implementation by insisting the U.S. must accept broader
conditions first, or if the U.S. refuses to endorse the corridor arrangement
and uses its naval posture to prevent the southern route's closure, the oil
price relief will reverse rapidly as markets price out the probability they had
just priced in.

For American drivers, the political timing is significant. The Iran war's
most damaging domestic legacy has been pump prices nearly a dollar above
year-ago levels, a figure that appears in every poll as a top-ranking economic
grievance. A sustained decline in Brent toward $85 or below would translate
into meaningful gasoline price relief within weeks — not elimination of the
premium, but enough movement to change the political conversation heading into
a midterm election season.
Source
"Iran says the U.S. is standing in the way of Hormuz deal amid talks with
Oman" — CNBC

"Iran war latest: Trump claims US sanctions will win war over Iran as oil
prices sink" — CNN






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