Tuesday, June 30, 2026

The Government Plan Upending Global Markets Today

Editor's Note: Financial expert Dr. David Eifrig has guided his readers through just about every market scenario you can imagine: Including the financial crisis of 2008... the COVID-19 crash of 2020... the inflation crisis of 2022 – the worst year for stocks in more than a decade... the volatility we saw in 2023 with the bank failures, and even the tariff turbulence of 2025. But today: Dr. Eifrig warns a strange D.C. plan is underway, and it could send one particular type of investment absolutely soaring.


Dear Reader,

A dramatic story – which started as a wild rumor – is now playing out at the highest levels of finance...

In fact, this plan has all been laid out point-by-point by one of President Trump's senior advisers.

And even though it's the most-read story on Bloomberg terminals, a computer that professional investors pay $25,000 per year to access...

Nobody on Main Street seems to be aware of the blindsiding event that's rushing toward them.

In London, staff at the Bank of England are being forced to work OVERNIGHT to enable the world's richest people to move their money, according to Bloomberg.

And wealthy investors are loading up their suitcases with precious metals on commercial flights.

Hedge-fund managers are now briefing clients on the potential impact to their wealth, too...

And earlier this year, $2 TRILLION was pulled out of stocks in one week.

Take it from my colleague Dr. David Eifrig, a 40-year stock market veteran:

This is all extremely strange.

He wants to help pull back the curtain for you and your loved ones, too... at no cost.

Click here to watch his new urgent briefing before July 28.

Regards,

Matt Weinschenk
Publisher, Stansberry Research

P.S. Dr. David Eifrig has guided his readers through just about every market scenario you can imagine:

Including the financial crisis of 2008... the COVID-19 crash of 2020... the inflation crisis of 2022 – the worst year for stocks in more than a decade... the volatility we saw in 2023 with the bank failures, and even the tariff turbulence of 2025.

But make no mistake: Dr. Eifrig warns a huge event is underway, and it could send one particular type of investment absolutely soaring.

In his latest update, he lays out exactly how to position yourself.

He's not talking about AI or crypto...

But if you act now, you have the chance to make 1,000% gains or more.

Click here for all the details.


 
 
 
 
 
 

Tuesday's Bonus Content

3 Hotel REITs Poised to Benefit from the World Cup

Author: Chris Markoch. Published: 6/18/2026.

A FIFA World Cup match ball rests on the pitch near a corner flag inside a crowded stadium.

Key Points

  • The 2026 FIFA World Cup is expected to create more than 21 million hotel room nights across North America.
  • Host Hotels, Park Hotels, and Ryman Hospitality all have meaningful exposure to World Cup-related travel demand.
  • Investors may want to watch for pullbacks as all three stocks trade above analyst consensus price targets.
  • Special Report: Forget SpaceX. Buy the company Musk can't replace.

The FIFA World Cup 2026 is underway, and beyond the action on the pitch, the competition for consumer dollars may be just as intense. Official estimates forecast that U.S. accommodations and food services will generate more than $2.4 billion in incremental economic value from the tournament.

That figure includes 21.3 million hotel room nights expected across the three host countries: the United States, Canada, and Mexico. On a more granular level, FIFA and the World Trade Organization (WTO) project that international travelers will stay an average of 12 days, attend roughly two matches each, and spend more than $400 per day.

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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.

Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.

If any of these are in your portfolio, now is the time to review your positions.

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World Cup demand is one reason many hotel stocks have made a strong run this year. However, some of those names may now look stretched on valuation. A better option may be to focus on full-service hotel REITs (real estate investment trusts) as direct, quantifiable beneficiaries.

Analysts have specifically flagged Host Hotels & Resorts (NASDAQ: HST), Park Hotels & Resorts (NYSE: PK), and Ryman Hospitality Properties (NYSE: RHP) as having meaningful revenue exposure to World Cup markets. Each carries a different risk profile that may not be fully reflected in its stock chart.

Host Hotels & Resorts: The Momentum Leader

Host Hotels & Resorts has a concrete, named World Cup tie-in that the other companies on this list lack. Fairmont Mayakoba, one of its managed properties in Mexico, was officially selected to house national team delegations during the tournament. Management also specifically cited World Cup-related transient demand as a catalyst when it raised full-year 2026 guidance for comparable hotel RevPAR and EBITDAre earlier this year.

HST is up 40% in 2026 and more than 30% in the three months ending June 17. It’s also trading slightly above its consensus price target of $23.75. It’s fair to wonder whether the biggest gains are already priced in, especially with HST looking expensive by many conventional metrics.

HST has been in a steady, persistent uptrend since November, with the price climbing from approximately $16 to nearly $25.

The 50-day SMA at $22.08 has been reliably ascending, and the price has stayed above it cleanly. MACD remains bullish, with the line above the signal line, but the histogram is narrowing slightly.

Of the three, HST's chart looks the most technically healthy. It’s the momentum leader without an obvious parabolic overshoot risk.

HST chart displaying a steady, persistent uptrend.

Park Hotels & Resorts: The High-Risk, High-Reward Play

Park Hotels & Resorts is a Hilton spinoff with a portfolio concentrated in urban markets, several of which are active World Cup host cities.

That direct city-level exposure is the core of the bull thesis here. The stock is up roughly 30% from its May lows and is trading well above its consensus price target of $12.68.

That means the World Cup tailwind may already be largely reflected in the price.

PK also has the most dramatic chart. The stock was essentially rangebound between $10 and $12 for most of the past year, then exploded higher in late May and early June, nearly a 30% move in a matter of weeks.

The 50-day SMA at $11.93 is still ascending but hasn't caught up to the price at $14.64 at all, which shows how vertical that move was.

MACD is sharply positive, but the histogram is already starting to shrink, which is worth watching. That kind of parabolic move often consolidates or pulls back before continuing.

PK chart displaying a strong move to the upside.

Ryman Hospitality Properties: The Indirect Play With Real Exposure

Rather than broad urban hotel portfolios, Ryman Hospitality Properties owns the Gaylord Hotels brand. That means massive convention and entertainment resorts in markets including Nashville, Dallas, Denver, and Washington, D.C.

Its Gaylord Texan property sits in the Dallas market, which is hosting a World Cup semifinal. Dallas is one of the highest-demand World Cup markets in the country. RHP carries a consensus Buy rating, though at $123, it is trading above its consensus price target around $122.

RHP has the cleanest uptrend of the three. Price has been steadily climbing since its April low near $95, now at $123 and well above the 50-day SMA at $109. MACD is still bullish, with the line above the signal line, but the histogram bars are flattening, which suggests momentum is cooling after a strong run. Not a reversal signal yet, more of an "extended and catching its breath" setup.

RHP chart showing an extension above the 50-day SMA, with MACD still bullish.

Is It Too Late to Get in on This Trade?

As noted above, each stock has made strong gains this year, and each is starting to show technical signals that momentum is slowing. But each company also shows revenue consistency that isn’t purely event-driven.

That fits with recent data from Accio that shows Baby Boomers and the wealthiest U.S. households are not planning to cut back on travel and entertainment spending and, in some cases, are expected to increase it, especially in luxury and experience-based segments, which fit nicely with the business model of these REITs.

For investors considering these names, the question is whether patient investors are better served waiting for a technical pullback toward the 50-day SMA on any of the three before adding exposure, rather than chasing extended moves that are already well ahead of analyst consensus.


This Month's Featured Content

Why BitMine’s Selloff May Be Missing the Bigger Story

Reported by Jeffrey Neal Johnson. First Published: 6/18/2026.

Illustration of glowing Ethereum coins stacked on a server rack inside a data center.

Key Points

  • BitMine Immersion Technologies holds 5.62 million Ethereum tokens worth $10.4 billion, yet trades at a market capitalization of only $9.23 billion.
  • Annualized staking revenues of an estimated $289 million fully offset the 9.50% Series A Perpetual Preferred Stock dividend, effectively making the $273.8 million raise zero-net-cost leverage.
  • With 26.53 million shares sold short and passive index funds mechanically required to accumulate BMNR, short sellers face significant forced-buying pressure if Ethereum revalues upward.
  • Special Report: Forget SpaceX. Buy the company Musk can't replace.

BitMine Immersion Technologies (NYSE: BMNR) is deliberately weaponizing its capital structure. Retail and institutional investors watched BitMine Immersion retreat 15% from its late-May highs, pushing it to $16 and below a calculated book value of $21.67. At a surface level, market mechanics point to an obvious culprit behind the price action.

BitMine recently priced and listed a large preferred stock offering, creating an immediate yield liability that triggered an algorithmic repricing of its common shares. But look beyond the near-term volatility, and a very different narrative emerges.

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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.

Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.

If any of these are in your portfolio, now is the time to review your positions.

See the 5 stocks to avoidtc pixel

BitMine is executing a relentless accumulation strategy branded as the Alchemy of 5%, with an explicit mandate to corner 5% of the total global Ethereum supply.

Refining a Mispriced Capital Structure

Management recently finalized the purchase of an additional 76,881 tokens, bringing the BitMine Immersion Technologies treasury to 5.62 million Ethereum (ETH). Total treasury assets, combining digital holdings with cash and marketable securities, now stand at $10.4 billion against a market capitalization of $9 billion. The market is dramatically mispricing this transition. Wall Street continues to value BitMine as a passive tracker fund burdened by a newly issued dividend, missing the internal cash flows that are transforming it into foundational, self-funding blockchain infrastructure.

Liquid Gold: Engineering Perpetual Yield

Understanding the current pricing dislocation requires a hard look at the newly minted 9.50% Series A Perpetual Preferred Stock. The issuance raised $273.8 million, earmarked for accelerating the token-acquisition mandate at BitMine Immersion Technologies. The board officially declared the initial cash dividends on these preferred shares, thereby cementing a fixed cost of capital into BitMine's financial profile.

Traditional financial models view a 9.50% perpetual yield drag as highly dilutive to common shareholders, especially when the underlying asset is non-productive gold or heavily regulated fiat. Retail investors see the dividend liability and sell their BitMine shares. Institutional bears short BitMine to arbitrage the yield against spot token prices.

Both groups fundamentally misunderstand the mechanics of modern digital treasuries. The Ethereum network operates on a proof-of-stake consensus model, meaning token holders can actively deploy assets to secure the network in exchange for programmatic yield.

Through the proprietary Made in America VAlidator Network, BitMine currently has 4.71 million tokens actively staked. This active deployment generates an estimated $289 million in annualized staking revenue. Because the underlying protocol burns base transaction fees, the supply of Ethereum structurally deflates during periods of high on-chain activity. BitMine captures both the programmatic staking yield and the asset's mathematical scarcity.

The internal cash flow generated by the underlying assets fully offsets the dividend requirement of the Series A Preferred stock. BitMine effectively secured $273.8 million in zero-net-cost leverage to continue sweeping the spot market. Internal capital formation services the dividend and compounds the token acquisitions, rendering the conventional bearish thesis mathematically flawed.

Fool's Gold: The Bear Trap at Book Value

The misunderstanding of these yield dynamics created a precarious setup for short sellers. Short interest recently spiked to 26.53 million shares, representing roughly 4.67% of the total float. Retail and institutional bears are trying to squeeze a profit out of the perceived dividend drag, shorting BitMine Immersion Technologies while waiting for the net asset value premium to collapse. Attempting to short an asset that operates as a highly liquid derivative of a volatile digital ecosystem carries immense structural risk.

BitMine routinely transacts more than $550 million in daily dollar volume, ranking among the 200 most actively traded U.S. equities. Sustained liquidity at this level typically invites inclusion in mid-cap and broad-market indices. Passive index funds and crypto-adjacent exchange-traded funds face a mechanical requirement to accumulate BitMine to satisfy market-cap-weighting requirements. This forced institutional indexing collides directly with entrenched institutional support. Heavy-volume ownership remains steady among major players like Sumitomo Mitsui Trust Group, Weiss Asset Management, and Galaxy Digital. Cathie Wood's ARKK fund recently trimmed its allocation following a localized net asset value spike, but that reflects standard portfolio rebalancing rather than an outright exit from BitMine.

Meanwhile, Chairman Thomas Lee and other insiders maintain continuous open-market purchase schedules, systematically deploying capital into BitMine during spot price pullbacks. If the underlying digital asset experiences a sudden upward revaluation, the algorithmic buying pressure from passive index funds will force short sellers to simultaneously cover their 26.53 million shares. The convergence of forced indexing, continuous spot acquisitions, and a self-funding treasury creates a textbook powder keg at the current $16.20 price level.

Heavy Metallurgy: Venturing Outside Ethereum

The broader investment community mistakenly categorizes BitMine Immersion Technologies purely as a passive proxy adapted for a different blockchain network. The balance sheet leverage extends far beyond pure digital asset accumulation, positioning BitMine as an active, diversified holding entity that bridges traditional finance and generative artificial intelligence (AI). BitMine recently co-led a $125 million institutional commitment into Eightco Holdings (NASDAQ: ORBS) alongside ARK Invest. Eightco Holdings specializes in enterprise artificial intelligence, providing a logical physical infrastructure overlap with BitMine's legacy cooling hardware.

BitMine also maintains a $200 million private stake in Beast Industries, securing asymmetrical upside in emerging digital media ecosystems. These venture allocations represent highly strategic deployments of excess treasury liquidity, building out a diversified technology portfolio that purely passive tracker funds simply cannot replicate.

The Made in America VAlidator Network platform highlights the most critical infrastructure pivot. The network has scaled far beyond internal corporate staking requirements and is actively positioning itself as a premier institutional staking destination. By opening validator infrastructure to third-party capital, BitMine transitions from a passive corporate wallet into a critical, revenue-generating service provider for the broader digital economy.

Casting the Future of Yield Generation

Legacy financial ratios highlight a complete operational pivot. BitMine generated $6.09 million in legacy immersion hardware sales over the trailing 12 months, resulting in a seemingly impossible price-to-sales multiple of 1,500x. The market effectively zeroed out the hardware manufacturing business, valuing BitMine solely on a $10.4 billion net asset value.

The strategy is clear, mathematically sound, and aggressively executed. BitMine secured cheap capital through a preferred stock issuance, neutralized the associated yield liability using native network staking revenues, and deployed the leverage to expand a dominant position in the global digital asset supply.

Investors seeking exposure to the ongoing integration of digital assets and traditional finance might want to add BitMine to their watchlists as the market continues to digest its transition into a self-funding infrastructure powerhouse.

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Check This Out: Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 12th... 

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