Did Warren Buffett just tip his hand one last time? Before stepping back this
year, Buffett handed the keys of Berkshire Hathaway to a man who cut his teeth
at a tiny power company in the California desert.



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Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>



Editor's Note: Why did Warren Buffett hand the keys of Berkshire Hathaway to a
man who cut his teeth at a tiny, little-known power company in the California
desert? Whitney Tilson — who's studied Buffett for more than 25 years and
attended 23 straight Berkshire annual meetings — believes the answer points to
possibly the biggest energy story of the decade. And he's connected all the
dots in a new presentation. Watch "Buffett's Last Big Bet" below.

Did Warren Buffett just tip his hand one last time?

Before stepping back this year, Buffett handed the keys of Berkshire Hathaway
to a man who cut his teeth at a tiny power company in the California desert.

Whitney Tilson — who has studied Buffett's every move for more than 25 years
— calls the strategy behind it"Project Vulcan."
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And here's what makes it so remarkable:

The power source at its center runs 24 hours a day, in any weather... needs
no fuel deliveries... and President Trump just locked in its tax credits
through 2033, – even as wind and solar's were gutted.

In other words:
It may be the only clean energy source built for the AI era.
And here's why Whitney believes some of the companies positioned around it
could be about to soar...

In Q4 this year – possibly as soon as October – the first commercial-scale
plant supplying this power goes officially live.

And the moment this event happens, Whitney expects this niche corner of the
energy market to gomainstream... and get flooded with institutional money.

Click here to get Whitney's 3 best plays to potentially profit.
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Sincerely,

Matt Weinshenck
Publisher and Director of Research, Stansberry Research

P.S. Berkshire's new CEO started his career as a financial controller in a
company that was acquired by Buffett over 25 years ago...

And this company was one of the earliest pioneers in mining this remarkable
fuel.

Now he's the leader of Berkshire Hathaway – at a time when arguably the
biggest investment opportunity in the world is discovering the energy source
that can power AI technology.

Coincidence?

Whitney thinks that's unlikely.

And although Buffet and his successor got there early, there's still a window
of opportunity to get in on this for yourself...

But the window is closing fast.

Click here now to get 3 of Whitney's best investment ideas.
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This ad is sent on behalf of Stansberry Research, 1125 N Charles St,
Baltimore, MD 21201. If you would like to optout from receiving offers from
Stansberry Research pleaseclick here.
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The Intensified Escalation and the Oil Surge to $95 Converge With the August
Jobs Report This Week. A Re-Escalated Conflict Driving Oil Toward Its July
Peak, a Dangerous Rhetorical Spiral, and the Start of the Data Sequence for the
Fed’s September 16 Decision — All in One Week.


The intensified escalation and the oil surge to $95 now converge with the
pivotal September data, beginning with the August jobs report due this week.The
market faces an unusually complex configuration: a re-escalated military
conflict driving oil toward its July peak, a dangerous rhetorical spiral
between Washington and Tehran, and the start of the data sequence that will
determine the divided Fed’s September 16 decision — all converging in a single
consequential week.


The convergence sharpens the stagflationary dynamic to its most acute form
yet. Oil near $95 intensifies the inflation side dramatically — energy prices
at these levels feed directly and forcefully into inflation, which after the
stalled 3.7% PCE and ahead of the September 11 CPI raises the risk of a clear
inflation reacceleration that would strengthen the case for a September hike.
Simultaneously, the jobs report will reveal whether the labor market’s
softening is continuing, and a weak report combined with the $95 oil would
present the Fed with the starkest version of its stagflationary dilemma: clear
evidence of both weakening growth and reaccelerating inflation, the exact
combination that makes monetary policy hardest. The escalation adds acute
uncertainty: if the military spiral continues and oil climbs further, the
inflation pressure would intensify and the hawkish case strengthen despite any
labor weakness; if the conflict somehow contains and oil reverses toward the
intact-flow reality Bessent highlighted, the pressure could ease. The week thus
layers the most acute version of the geopolitical and monetary risks, with oil
near its crisis peak, a dangerous escalatory spiral, and the pivotal labor data
all converging to shape the path toward the September 11 CPI and the September
16 FOMC decision.


For the investor, the convergence of the acute escalation, the $95 oil, and
the jobs report argues for holding the balanced, defensive-tilted position
through what may be the most consequential and volatile week of the conflict’s
economic impact. The combination of the intensified military spiral, oil near
its crisis peak, and the pivotal data creates the potential for sharp moves
across both the energy and rate complexes, which strongly favors the balanced,
hedged position over any directional bet. The practical read is to carry robust
energy hedges and the defensive tilt into the week, watching the escalation’s
trajectory, the oil price, and the jobs report as the interlocking factors
shaping the path, while recognizing both the escalation risk that could drive
oil higher and the reversal risk that the intact 17-million-barrel flow implies.
The disciplined approach is to hold the balanced, hedged position through the
acute convergence of the escalation and the September data, to maintain the
energy hedges and defensive tilt that the $95 oil and the stagflationary
pressure warrant, and to watch the interlocking geopolitical and economic
factors closely as they shape the pivotal path into the September decision.
This may be the conflict’s most consequential week for markets; hold the
balance, respect both the escalation and reversal risks, and let the
developments guide the path.


 

Sources — Bloomberg, September 2, 2026 · Trading Economics, September 1, 2026
· CNBC, August 28, 2026


 



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