Dear Reader,
The account banks won't explain to you
BlackRock knows.
JPMorgan knows.
Bank of America knows.
But ask the average investor about the "29% Account," and you'll probably get a blank stare.
That's the problem.
The big institutions have the research. They have the access. They know where the real money tends to hide.
Meanwhile, regular Americans are handed a savings account paying next to nothing and told to be responsible.
I find that insulting.
Because the "29% Account" has reportedly averaged 29% a year over the last 25 years.
It dates back more than a century.
And now, with AI data centers creating huge demand for power, land, and water, this opportunity may be more relevant than ever.
Yet the story still isn't widely known.
No billboards.
No bank teller explaining it.
No mainstream financial outlet putting it in front of ordinary people.
So I decided to do it myself.
I put together a briefing that explains what I found in plain English.
Good investing,
Marc Lichtenfeld
Chief Income Strategist, The Oxford Club
P.S. I believe this is one of the most overlooked financial stories in America. My briefing shows why. Click here to watch.
Campbell's Soup Stock: Deep Value and a 7% Dividend Yield
Written by Thomas Hughes. Article Published: 6/9/2026.
Key Points
- Campbell's Soup Company is in position to rebound and enter price recovery as it transitions back to growth.
- Institutions are buying in Q2, providing support at a critical level.
- The 7% dividend yield is safe and reliable.
- Special Report: Elon Musk already made me a “wealthy man”
From a multi-year perspective, Campbell’s Soup Company’s (NASDAQ: CPB) stock price has experienced a steep decline, but it appears to have found a bottom in 2026. That makes it an intriguing name for value-oriented buy-and-hold investors looking to scoop it up.
Weakening sales volume, sluggish trends, and negative guidance revisions have weighed on results, but the company is expected to rebound in the coming quarters. The consensus calls for an inflection and a return to growth by the middle of fiscal 2027, coinciding with the winter 2027 period, though a quicker recovery is possible. Management cited emerging strengths across both core segments in its fiscal Q3 2026 update, supported by efforts to simplify operations and improve productivity, sales, and margins.
Buy and Hold CPB for Its 7% Yield and Deep Value
FORGET the SpaceX IPO (Ad)
Bloomberg projects the SpaceX IPO could be valued at $1.75 trillion - potentially the biggest IPO ever. But one millionaire trader says the largest gains won't come from buying SpaceX directly.
There's an overlooked position tied to this story that most investors aren't watching. The window to get in closes before June 9th, 2026.
See the SpaceX play no one is talking about before June 9thThe primary thesis for CPB investment is the dividend and its durability. The company is a high-yielding stock trading at a multi-decade low, which makes it attractive on that basis. The 7% yield is well above inflation and is expected to increase over time, albeit at an irregular pace. Details from the fiscal Q3 release suggest the payment is not in any immediate danger.
While the payout ratio relative to adjusted earnings is somewhat high, at nearly 85%, that is not unusual for a high-quality consumer staples stock.
Looking ahead, investors shouldn’t anticipate another distribution increase until at least calendar 2028. The company is in sound financial health, has ample cash flow, and poses little threat to the dividend. Still, it will likely choose to conserve cash until growth resumes. Share buybacks are also part of the equation, but only in token amounts, offsetting dilution and little else.
Value is another reason to own this stock. The 7% yield comes at an attractive valuation relative to peers, with shares trading at approximately 10X this year’s earnings and approximately 3X the 10-year forecast. Snacking and Meals peers such as Mondelez International (NASDAQ: MDLZ), PepsiCo (NASDAQ: PEP), and Hershey (NYSE: HSY) trade at roughly double those valuation levels on both metrics, suggesting substantial upside over time if management can unlock business value.
Analysts' Sentiment Poised for Shift: Institutions Buy Into Value Proposition
Analyst trends have tracked CPB’s market decline, including numerous downgrades and price target cuts over the past 12 months. However, with the stock trading near the analysts’ low-end target, a business recovery expected, and fiscal Q3 results better than feared, the odds are high that the downtrend will soon end. The question is when sentiment will begin to improve, and that likely won’t happen until the business returns to growth and traction shows up in the results.
Price action will likely remain near current lows until business traction is regained, with $19.65 as the critical support level. That price aligns with the low set in December 2022, nearly 24 years ago. A move below it is not expected, but it is possible. The likely outcome is a quick price rebound, as indicated by trading volume and institutional trends.
CPB stock volume has increased as price action approached the critical support level, coincident with rising institutional activity. Institutions provide strong support, own approximately 50% of the stock, and have accumulated shares quarterly for years. Activity in early 2026 reflects an aggressive $8-to-$1 pace of accumulation; the fiscal Q3 report provided no reason for them to stop.
The primary catalyst this year will be the stabilization of volumes and margins. Volume fell across segments last quarter, and profitability declined in both segments. Premium expansion and product innovation will be critical to the company’s success. A new partnership with Buffalo Wild Wings is expected to reinvigorate interest in soup among younger demographics, and premium products such as Rao’s sauces should help margins. Over the longer term, macroeconomic headwinds remain the key factor, affecting not only consumer choices but also volume.
What the market gets wrong about Campbell’s Soup Company is the assumption that near-term headwinds will impair dividend quality. The company’s brand power provides a moat, and its dividend strength has been mispriced. In the current environment, CPB stock can rise on the back of improving sales and economics, or on value and yield alone as the broader economy struggles. Additionally, it is a low-beta stock with the worst already priced in, providing some insulation against potential index volatility as the summer progresses. No matter how you look at it, Campbell’s stock is a win-win for investors.
An Analyst Just Raised Tesla's Price Target by 227%—Here's Why
By Sam Quirke. Publication Date: 6/10/2026.
Key Points
- An analyst at JPMorgan has reset the firm's view by raising its price target from $145 to $475, marking one of the most striking reratings of the year.
- The move reflects a fundamentally different view of how Tesla should be valued, with the focus shifting away from EV sales alone and toward robotaxis, autonomous driving, and Optimus.
- Several other big names have turned bullish on Tesla this month, suggesting the bear camp is thinning out fast.
- Special Report: Elon Musk already made me a “wealthy man”
Shares of Tesla Inc (NASDAQ: TSLA) are down roughly 10% from last month’s high and remain caught between two increasingly vocal camps.
The bulls see a company on the verge of a transformational rerating as its ambitions in autonomous driving, robotics, and energy move from theory to reality. The bears, on the other hand, see a stock that remains eye-wateringly expensive relative to its actual earnings.
FORGET the SpaceX IPO (Ad)
Bloomberg projects the SpaceX IPO could be valued at $1.75 trillion - potentially the biggest IPO ever. But one millionaire trader says the largest gains won't come from buying SpaceX directly.
There's an overlooked position tied to this story that most investors aren't watching. The window to get in closes before June 9th, 2026.
See the SpaceX play no one is talking about before June 9thFor most of the past year, JPMorgan sat firmly in the second camp, holding one of the most bearish price targets on Tesla stock. Then an analyst at JPMorgan took a fresh look at the firm’s coverage of Tesla.
Rajat Gupta wasted little time delivering a major reset, lifting JPMorgan’s price target from $145 to $475 and upgrading the stock from Underweight. The magnitude of that revision, 227% to be exact, is a rare sight from Wall Street firms.
Yes, the previous rating may have grown stale, but even so, a move of that scale signals something much more significant about the firm’s outlook on Tesla than a simple adjustment.
Why JPMorgan Sees Tesla Differently
The core of Gupta's argument is that Tesla has been systematically misvalued by analysts, including his own predecessor at JPMorgan, because they have been assessing it as a car company. By that metric, Tesla looks expensive, faces intensifying competition, and has little near-term earnings growth to offer investors. But Gupta's thesis is that this framework misses the point entirely.
His analysis values Tesla across five distinct and interlinked markets: automotive, energy storage, robotaxis, humanoid robots, and infrastructure licensing. The combined addressable opportunity across those markets is enormous, and Tesla's position in each one benefits from a level of vertical integration that Gupta describes as still underappreciated and misunderstood on Wall Street.
The key insight is that Tesla doesn't just compete in these markets. It builds the hardware, writes the software, trains the AI, and controls the data, all under one roof. That built-in advantage, as Gupta frames it, is difficult for any rival to replicate quickly, regardless of how much capital they deploy.
The Numbers Behind the Rerating
The financial projections embedded in this new view are eye-catching as well. The firm now expects Tesla's revenue to more than double by the end of the decade, with a significant portion of that growth coming from services and newer businesses tied to autonomy and robotics rather than vehicle sales.
The company’s earnings per share are projected to nearly triple by 2030, a move that, if it happens, would make the current stock price look considerably more reasonable than it does when measured against today’s earnings alone.
This earnings trajectory is the key to understanding why the price target has moved so dramatically. If Tesla delivers on its non-EV ambitions even partially, the business's earnings power over the next five years could be substantial. It’s worth noting that, even though JPMorgan still rates Tesla Neutral, its new $475 price target implies about 20% upside from recent prices.
The Bear Camp Is Thinning Out
In addition to the immediate upside suggested by the new price target, what makes Tesla even more attractive right now is that the JPMorgan upgrade isn’t happening in isolation. Goldman Sachs, for example, also upgraded Tesla this month, moving it from a Sell to a Buy rating. Sanford Bernstein and Evercore both shifted to bullish stances.
That still doesn’t mean the bear case has disappeared entirely. It should be noted that while many of their peers were giving up on bearish ratings for the stock over the past week, BNP Paribas actually downgraded Tesla from Hold to Underperform.
Weighing Up the Opportunity
It’s easy to get caught up in the hype around Tesla’s trajectory, not to mention the possibility of a merger with SpaceX, but the execution risks are real. Regulatory approvals, safety validation, and the challenge of scaling entirely new technologies at Tesla’s pace are not small hurdles. Starting this journey with a price-to-earnings ratio of almost 400 raises the stakes even more and leaves little room for error.
Still, if there’s one company and one CEO you’d back to make a success of all this, it’s Tesla and Musk. As we head into the summer, it feels like they’ve managed to shift the conversation from whether Tesla is too expensive to how big the future upside could be.
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