Dear Reader,

Wall Street may have already locked up the cheapest AI-energy stock most Americans have never heard of.

Institutions own approximately 88% of its shares.

BlackRock reportedly owns 32 million shares worth roughly $716 million. Vanguard owns another 48 million shares worth nearly $1.1 billion.

One major investor nearly doubled its position to 8.2 million shares. And management authorized the repurchase of 40 million shares.

That is not casual interest.

That is serious money surrounding one virtually unknown American company.

So what do they see?

This company generates approximately $3.2 billion in operating income while carrying a market value of only around $8 billion.

It controls a massive American oil and natural gas operation at a moment when AI data centers desperately need reliable electricity.

It has even signed a multi-year, multimillion-dollar agreement with Palantir to use AI to improve equipment reliability, well performance, raw-material use and distribution.

Wall Street knows the name.

Trump publicly defended the company when a major trading partner targeted its profits by raising their taxes.

But Main Street remains largely outside the room.

I believe that information gap creates the opportunity. Once the broader market connects this company's profits, energy assets and AI relationship, its current valuation could become much harder to justify.

But I refuse to ignore what Wall Street is quietly accumulating.

Click here to learn about the Ultimate Stock Unicorn.

Yours in smart speculation,

Karim Rahemtulla, Head Fundamental Tactician
Monument Traders Alliance

P.S. Institutions control 88% of the shares. BlackRock and Vanguard own tens of millions.

Management authorized a 40-million-share buyback. Main Street may be the last group through the door - click here now to learn about the AI-energy stock Wall Street already knows.

3 ETFs That Could Move as Rate Expectations Shift

By Dan Schmidt. Originally Published: 9/6/2026.

The interest-rate whipsaw intensified as August nonfarm payrolls grew by 162,000, well above the consensus estimate of 53,000. The S&P 500 flipped from green to red on the news, while the 2-year Treasury yield rose to 4.416%, its highest reading since January 2025. Once again, the Federal Reserve’s interest-rate decision was thrown a curveball, and the committee must now decide whether to hike rates or remain on hold until December. That decision has different implications for various parts of the economy, and investors can bet on their assumptions through highly liquid exchange-traded funds (ETFs).

What Shifting Expectations Mean for This Cycle

To hike or not to hike—that is the question. Despite political pressure for easier policy, a cut is not the market’s base case. More jobs are obviously better than fewer jobs, but this is another data point pointing to stickier inflation, and the market has repositioned itself accordingly. The CME FedWatch tool showed the odds of a September rate hike jumping above 60% in the hours after the jobs data was released.

A warming labor market recalibrates the Fed’s decision-making process with roughly two weeks to go before the critical September Federal Open Market Committee (FOMC) meeting. July PCE inflation was still uncomfortably high at 3.7%, and three FOMC members dissented in favor of a hike at the July meeting. A strong labor-market report puts the dual mandate’s focus squarely back on inflation, which remains supply-induced. The August jobs report simply shifted the market’s focus to the August Consumer Price Index (CPI) release on the morning of Sept. 11.

3 ETFs for a Changing Rate Environment

The September rate decision remains murky, and CPI may do little to clarify the outlook. However, long-term rates continue to move upward, and the average 30-year mortgage rate is approaching its 2025 high. A hawkish or dovish Fed would affect the economy in different ways, and these three ETFs provide options for playing the various outcomes.

Russell 2000: Where Rate Signals Collide

The iShares Russell 2000 ETF (NYSEARCA: IWM) is one of the most cost-effective ways to gain exposure to the broad universe of small-cap stocks on U.S. exchanges. It charges a low 0.19% expense ratio and has amassed more than $80 billion in assets under management (AUM). More than 90% of the fund’s holdings are U.S.-based, and no stock makes up more than 0.38% of the total portfolio.

The Russell 2000 index is an interesting study in rate signals. The index is heavily weighted toward domestic companies, so strong U.S. job growth generally supports earnings growth among these stocks. However, these companies are also especially sensitive to high rates because their debt is typically floating-rate or closer to maturity than large-cap debt. A shift in IWM’s trend will likely offer clues about which factor is carrying more weight in the small-cap environment.

The Financial Sector: Getting the Best of Both Worlds

There’s no double-edged sword in the financial world when it comes to rates and job growth. When rates rise, banks earn better yields on their bond holdings and higher net interest margins on the loans they offer. If employment strengthens, consumers have greater access to credit, and banks can take on higher-quality borrowers. A high-rate environment with a strong labor market is a Goldilocks scenario for banks, which is why so many stocks in this space have hit new all-time highs this year.

The Financial Select Sector SPDR ETF (NYSEARCA: XLF) is one of the cheapest ways to access the financial sector, with a 0.08% expense ratio and more than $55 billion in AUM. The fund’s top 25 holdings account for more than 77% of its portfolio. Its largest holdings include large-cap financial firms such as JPMorgan Chase & Co. (NYSE: JPM), Berkshire Hathaway Inc. (NYSE: BRK.B), and Visa Inc. (NYSE: V).

Long-dated Bonds: Duration Risk No Longer Provides a Hedge

Our final ETF is the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT), which has a 0.15% expense ratio and an average duration of 16 to 17 years across its nearly $47 billion bond portfolio. A hawkish Fed may affect a fund with maturities this far out differently than it affects shorter-duration funds, but TLT’s role as an equity hedge may not last if the drawdown is inflation-driven rather than growth-driven.

Strong job growth argues against easing, and higher rates on long-dated bonds mean the prices of currently issued bonds fall. Because Treasuries are sold at fixed rates, older issues must sell at lower prices to compete with newer bonds offering higher coupon rates. TLT sells its bonds once they reach less than 20 years to maturity and replaces them with newer, longer-dated bonds. In a high-rate environment, TLT must sell its older bonds and replace them with more expensive ones, creating a mismatch that lowers the value of its holdings.

One important caveat: TLT’s price is influenced by the long end of the yield curve, and a Fed rate hike could restore credibility and result in lower long-term borrowing costs, causing 30-year Treasury yields to fall. Additionally, a hold could pressure inflation expectations and push rates even higher at the upper end of the curve. As a result, TLT’s position is particularly uncertain ahead of the FOMC meeting.