President Trump is launching a new $250 bill with his face on it – the first
living president to do so since Abraham Lincoln’s $10 demand note in 1861.



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President Trump is launching a new $250 bill with his face on it – the first
living president to do so since Abraham Lincoln’s $10 demand note in 1861.

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Source: The Kobeissi Letter, X.

Earlier this year, he instituted another currency change – insisting that his
signature appear on all new bank notes.

If you’re starting to sense that Trump has taken an unusual interest in our
money, you’re on the right track.

In fact, I’d like to show you that his new $250 bill is a mere distraction
froma far bigger and more consequential change
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to U.S. currency being orchestrated behind the scenes.

Something that will affect every dollar you've ever saved or invested.

Bypassing all conventional legal and political channels, under the guise of
national security,Trump is enacting a total money reset
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using a landmark executive order (14241).

Democrat or Republican, support him or despise him, it doesn't matter – the
wheels are already in motion.

And that means every American may soon be forced to use Trump's New Dollar to
fill your gas tank, buy groceries, pay the bills.

Which is why I've produced this critical new documentary
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laying out exactly what this means for your savings, your investments, and
your family's financial future…

Detailing three important steps you can take today to prepare – including
details on a core band of assets connected to Trump’s initiative that could
surge, if this plays out as I predict…

Plus the name and ticker of my #1 move to make today.

As you’ll see in my briefing, the last time America reset its money like this
– under Richard Nixon’s presidency in the 1970s – it created one of the
greatest wealth divides in the history of our nation.

On one side, it minted an average of 1,300 new millionaires a day for over
half a century. And on the other… the folks left behind, with many drowning in
debt, and no idea how to use America’s new money to create wealth.

As Trump rolls out his new dollar, the question is:

Which side will you be on?
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Good investing,
Porter Stansberry

PS. If you’re wondering what Trump’s new money will look like, when it will
be issued, what it means for your investments – all of those questions are
answered inmy briefing
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.





The Performance Audit
Kroger Raised Its Guidance. Free Cash Flow Fell By Two-Thirds.
Comparable sales went flat, free-cash-flow margin collapsed from 1.8% to
0.5%, and the stock fell 2.6% — even as full-year earnings guidance moved
higher. Here is what the guidance is actually built on.

Executive Finding
Kroger reported fiscal second-quarter 2026 results on September 11, 2026:
revenue of $34.62 billion, up 2% year over year and essentially matching the
$34.64 billion estimate, with comparable sales flat versus the same quarter a
year ago, when comps grew 3.4%. GAAP EPS of $1.05 narrowly missed the $1.06
consensus, though adjusted EPS grew 5% year over year. The stock fell 2.6% to
$55.48 on the report. In the same release, Kroger raised its full-year GAAP EPS
guidance to a $5.20 midpoint, beating analyst estimates for that guidance by
roughly 2.8% — even as free-cash-flow margin fell to 0.5%, down from 1.8% in
the same quarter last year.
The Original Promise
Kroger has spent this year telling investors it can keep growing earnings
even as comparable-sales growth normalizes from the highs of recent years.
Management’s own language in this release — that the company “kept driving
value for customers” and that “improving sales momentum remains a top priority”
— is itself an acknowledgment that sales momentum needs improving, not a claim
that it already has.
The Capital Invested
We do not have Kroger’s specific capital-expenditure figure for this quarter
from the sources reviewed, which limits how precisely we can attribute the
free-cash-flow decline to capex versus working-capital or margin pressure — a
gap worth checking against the 10-Q. Operating margin held flat year over year
at 2.8%, which tells us the decline in cash generation is not primarily an
operating-margin story.
The Performance Record
Price Return: The stock fell 2.6% to $55.48 on report day. We do not have a
verified pre-announcement reference price or year-to-date return figure for
Kroger in hand for this edition.
Income Return: Kroger’s dividend yield is reported at approximately 2.53% by
one data provider; we have not independently recalculated this figure from the
current price and declared dividend for this edition.
Total Return: Not calculated for this edition given the missing verified
price-return baseline above.
Benchmark Result: Not calculated for this edition; a fair comparison would be
a consumer-staples/grocery peer group or the sector ETF, which we did not
verify for this report.
Risk: The measurable risk in this quarter’s results is not the stock price —
it is the direction of free cash flow relative to guidance. Free-cash-flow
margin falling from 1.8% to 0.5% is a roughly 72% decline in the cash the
business is converting from each dollar of sales, even as management raised the
earnings guidance investors will use to justify today’s stock price.
Where the Return Came From
The 5% growth in adjusted EPS did not come from comparable-sales growth,
which was flat this quarter versus 3.4% growth a year ago — it came from
somewhere else in the income statement (cost management, share count, or
below-the-line items we do not have itemized for this edition). Whatever
produced the adjusted-EPS growth, it was not accompanied by a matching
improvement in the cash the business actually generated; free cash flow moved
sharply in the opposite direction.

Raised GAAP EPS guidance and a shrinking free-cash-flow margin can both be
true at once, but a reader should not treat the guidance raise as proof the
business is getting healthier without also weighing the cash-flow figure moving
the other way.
Who Captured the Value
Anyone trading on the headline EPS guidance raise without checking the
free-cash-flow figure got an incomplete picture. Shareholders holding through
the report absorbed a 2.6% price decline the same day both numbers were
disclosed together.
What the Headline Leaves Out
“Kroger raises full-year guidance” is the headline most wire coverage will
run. It leaves out that comparable sales decelerated from 3.4% to flat year
over year, and that free-cash-flow margin fell by roughly two-thirds in the
same quarter — the two numbers that most directly measure whether the
underlying grocery business is actually strengthening.
Strongest Counterargument
Free-cash-flow margin can swing quarter to quarter on timing items —
inventory build, payment timing, seasonal capex — that reverse without
indicating a structural problem, and management chose to raise, not lower,
full-year EPS guidance, which is a real signal of what they expect the rest of
the year to look like. A single quarter’s cash-flow dip is not, on its own,
proof of a deteriorating business.
What Would Change the Conclusion
A rebound in free-cash-flow margin back toward the prior year’s 1.8% in Q3,
alongside comparable sales reaccelerating off this quarter’s flat print, would
support management’s guidance raise as durable. A further slide in either
metric next quarter, alongside guidance that was already raised, would suggest
this quarter’s cash-flow weakness is the more reliable signal.

Return Classification
Return Not Yet Proven
A raised earnings guide and flat comparable sales alongside a sharply lower
free-cash-flow margin are not consistent enough with each other to call this
quarter value creation or value destruction outright. The market’s own 2.6%
sell-off on report day suggests investors weighted the cash-flow and comp-sales
numbers more heavily than the guidance raise — a read this desk shares until a
subsequent quarter clarifies which trend is durable.

Next Three Measurement Points
First, Q3 comparable sales, to see whether flat growth this quarter was a
one-off or the new trend. Second, Q3 free-cash-flow margin, to see whether it
reverts toward last year’s 1.8% or stays depressed. Third, whether the raised
full-year GAAP EPS guidance of a $5.20 midpoint is reaffirmed, raised further,
or walked back once two more quarters of comp-sales and cash-flow data are in.



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