President Trump just returned from Beijing with the most powerful business
delegation in American history… Elon Musk. Nvidia’s Jensen Huang. Apple’s Tim
Cook. Treasury Secretary Scott Bessent and the CEOs of CitiBank, BlackRock, and
Goldman Sachs.



<[link removed]>





President Trump just returned from Beijing with the most powerful business
delegation in American history…

Elon Musk. Nvidia’s Jensen Huang. Apple’s Tim Cook. Treasury Secretary Scott
Bessent and the CEOs of CitiBank, BlackRock, and Goldman Sachs.

The media covered the handshakes, the state banquet, the 200 Boeing jets that
China agreed to buy.

But, of course, they missed the real story
<[link removed]>
.

Because while the world watched the pageantry, I believe something far more
consequential was being negotiated behind closed doors.

Trump wasn't in Beijing to talk about soy beans. He was there to secure
America's hemispheric grip on the mostcritical resource of the 21st century
<[link removed]>
.

So precious, he desperately needs it to reverse the decline of the U.S.
dollar. And so powerful, Vladimir Putin has said whoever controls it will
"become the ruler of the world."

No one seems to be asking why Trump brought the CEOs of the world's most
powerful technology and energy companies onto Air Force One.

Or what those men – who between them control more capital than most nations –
werereally there to negotiate.

And nobody has connected what went down in Beijing to a landmark pact signed
by 13 nations in Washington just months ago – a pact designed to cut Chinaout
of the biggest investment wave in financial history.

But I have.
<[link removed]>

And what I've uncovered could impact everything about your financial future –
from your stock portfolio to your retirement account to the purchasing power of
every dollar you've saved.

In my new documentary
<[link removed]>
, I expose exactly what Trump is really doing, how he has completely bypassed
Congress to make it happen – and the five mission-critical assets sitting at
the heart of his shocking, $3 trillion gambit.

Go here for the full story.
<[link removed]>

<[link removed]>
Good investing,
Porter Stansberry





Capital Rotation — September 16, 2026

The Shipping Data Says the Chokepoint Is Nearly Closed. The Rhetoric Says a
Deal Is Close.

Six down sessions in seven, a 2007-era yield high, and Hormuz traffic down to
four ships a day — all before the Fed has even spoken.





What Moved

Verified fact: Tuesday marked the sixth decline in seven sessions across major
U.S. indexes — the S&P 500 down 0.45% to 7,585.73, the Dow down 0.63% to
52,093.11, the Nasdaq down 0.78% to 25,981.57 — as the 10-year Treasury yield
hit 5.006%, its highest since 2007, and Brent crude rose 2.14% to settle near
$107.90, briefly spiking to $108 intraday before retreating on comments from
President Trump that Iran wants a deal.


Rotation Signal 01 — The Physical Shipping Data Contradicts the Optimistic
Headlines

Verified fact: Hormuz transit fell to just four commodity vessels Monday, down
from ten the day before and a pre-war baseline north of 100 daily transits.
War-risk insurance premiums have risen to 3–10% of hull value, meaning $3–10
million per single tanker crossing. Separately, the IRGC Navy claimed
responsibility for disabling the Panama-flagged vessel El Gaia with mines —
Tehran's first acknowledged strike on a named merchant hull since the conflict
resumed.Our interpretation: whatever the diplomatic rhetoric, the physical
chokepoint is functioning at a small single-digit fraction of pre-war capacity,
and Iran has now directly claimed a strike on a merchant vessel rather than
only being accused of one — a harder, more confirmable data point than any of
this week's statements about progress toward a deal.


Rotation Signal 02 — A Second Escalation Landed Overnight, in a Different
Location

Verified fact: Saudi Arabia said it intercepted a Houthi drone aimed at Mecca
and called the attempt a “red line,” the first such attempt since a 2017
ballistic missile strike on the city.Our interpretation: this event sits
geographically and militarily separate from the Hormuz and pipeline stories
that have dominated recent editions, but it further reduces the odds of a
near-term, cooperative Saudi posture toward any regional diplomatic framework —
compounding, rather than replacing, the chokepoint risk already priced into
energy markets.


Rotation Signal 03 — Six Down Sessions in Seven Is Itself the Signal

Current classification: CONFIRMATION. A single bad session can be noise; six
declines in seven, alongside a 2007-era yield high and a still-rising oil
price, is a market that has stopped treating this week's individual headlines
as isolated and started pricing a sustained, compounding risk regime — energy,
rates, and geopolitics reinforcing each other rather than offsetting.


What to Watch This Afternoon

Whether risk assets treat the Fed's 2:00 PM decision as the resolution of
this week's uncertainty (a relief move regardless of hike or hold) or as one
more data point in an already-deteriorating run will be visible within the
first hour of trading after the announcement.





 

At Deep Regime Trends, we write for people who think for themselves. Nothing
here replaces your own judgment — regulations prevent us from making it
personal, but that was never the point anyway.

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