World's greatest investor makes his final bet ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

Morning Watchlist

Saturday, August 29, 2026  •  Your Daily Market Briefing

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Editor's Note: For nearly two decades, Whitney Tilson managed money for wealthy investors — growing a hedge fund launched from his spare bedroom into a firm running more than $200 million. Today, at least five billionaires follow hisndaily research notes. Now, he'srevealing what he believes is Warren Buffett's final "hidden" legacy move — and three ways to get in early before a newly-IPO'd power company lights the blue touchpaper. See below for the details...

Dear Reader,

I think we can all agree Warren Buffett is one of the greatest investors who ever lived.

He compounded his money at around 20% a year for six decades...

By turning a dying textile mill into the most famous holding company on Earth – one valued at $1 trillion today.

But hardly anyone is paying attention to what I believe is his final — and least understood — bet in the market.

The details are all laid bare in a story ex $200M hedge fund firm manager Whitney Tilson calls "Project Vulcan"... and what it says about Buffett's last bet is truly astonishing.

For years, Berkshire has been quietly building a dominant position in a niche type of energy production to fuel the AI build-out...

A fuel source The Economist says is "better than nuclear."

And one the International Energy Authority predicts could be flooded with over $2.5 trillion of investment in the next decade.

It's been overlooked by mainstream investors for years.

But an imminent power station switch-on – slated for this October – could be about to light the blue touchpaper in this sector.

And now Whitney is sharing all the details on this story... including three ways you could potentially profit before the big money piles in.

Get the full details on Whitney's 3 "Project Vulcan" plays now.

Sincerely,

Matt Weinshenck
Publisher and Director of Research, Stansberry Research

P.S. The clock started ticking on this opportunity the moment Buffett handed the keys to his empire over to his hand-picked CEO. Watch my presentation now so you don't get left behind.


Today’s Key Points

They cased the Federal Reserve

We're closing out the week, and at 10 o'clock this morning — about an hour after this note lands — new Fed Chair Kevin Warsh walks to a podium in Wyoming and gives his first Jackson Hole speech. Futures markets put roughly one-in-three odds on the Fed's next move being a hike, not a cut, and Wednesday's inflation report (3.7% headline, 3.3% core) did nothing to settle the argument. One speech. One question: is the hiking cycle paused, or finished?

While the world waits on that sentence, the week's other verdicts already came in. Nvidia answered the biggest question in markets Wednesday night — and buried in the answer is an invoice almost nobody is reading. The Justice Department told us burglars have been casing the Federal Reserve. And the dip we promised to watch for showed up Thursday morning, wearing a disguise.

Three stories this morning. Three pairings. Let's get into it.

Read the Full Article →

Also on Behind the Markets

▸ Your Monday checklist — It's Saturday morning. The market is closed, the coffee is hot, and it's time to do what most newsletters never do: go back and check our own work.
▸ Strong Buy Stocks for Friday, August 28, 2026: Five Names Wall Street Just Turned Bullish On — Five stocks stand out heading into Friday, August 28, 2026, each carrying a bullish rating change issued on Thursday, August 27.
▸ Workday beat every number and raised its guidance. The stock moved 0.15%. — Wall Street spent Thursday celebrating. Nvidia's blowout quarter finally landed, and the tape did exactly what you would expect: the Nasdaq Composite jumped 411 points to 26,541.35, up 1.57%.
▸ Price is now the number one reason customers leave TurboTax — The week's set pieces are arriving on schedule. Nvidia's earnings landed after Wednesday's closing bell.

“In the short run, the market is a voting machine, but in the long run, it is a weighing machine.”

— Benjamin Graham

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