| Unsubscribe |
Something dark just appeared in America.
A fundamental shift that could rewrite everything.
Your money, your retirement savings, your way of life, even your freedom are under threat from this dark new force that’s emerging.
Unless you know what's coming next, I fear you could be blindsided by one of the most dangerous threats America has ever faced… a threat almost nobody sees coming.
You see, the scales in America just tipped. Perhaps irreparably.
With the midterm elections fast approaching, our nation is setting its sails for the next several years and the direction is dark:
- Capitalism's net favorability has collapsed from +30 to +4 in seven years. Not among Democrats but the entire voterbase. Republicans' "strongly favorable" view of capitalism fell from 54% to 41%.
- 65% of American voters now say the system is rigged in favor of the wealthy.
- One in three Democrats now identify as democratic socialists. 59% of them are under 45. Two-thirds say they're more motivated to vote than usual.
On July 4, Independence Day, the Democratic Socialists of America became the largest organization of its kind in American history, with 120,000 members… and it’s only going to increase.
Their platform calls for public ownership of America's largest corporations and essential industries. And the man they put in charge of New York City has said the quiet part out loud:
"The end goal is seizing the means of production."
Now, you can dismiss all of that as noise. Most people will.
And they will be caught off guard when reality comes crashing into them like a freight train because when these people say these things, it isn't political pandering or attention-grabbing.
They mean it.
And they're not alone.
Which is why I believe there is no stopping this dark shift — because something has broken between the market and the country, and there's a reason for it that most haven't connected the dots on.
During my recent investigation I uncovered some shocking realities about what's next for America. And why everything you're seeing in the news is a symptom of a much larger change already underway in our economy.
A change that could decide who ends up wealthy – and who ends up on the wrong side of a divide that is about to become permanent.
We've just laid the whole thing out on camera here, including the money moves to make now. Because while the risks are significant, there are massive opportunities for those who are prepared.
Good investing,
Porter Stansberry
Oil Prices Are Surging and These 4 Stocks Are Cashing In
Written by Bridget Bennett. Posted: 7/27/2026.
Key Points
- Brent crude surged past $100 a barrel after Houthi attacks on Saudi tankers and the collapse of the U.S.-Iran ceasefire renewed supply fears.
- Refiners Valero and Marathon Petroleum are posting record crack-spread margins while limited new capacity funnels cash into buybacks and dividends.
- GE Vernova's surging grid-equipment backlog and Ecovyst's role in refining and copper supply chains highlight AI-driven power demand as a second major catalyst.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Oil recently surged back above $100 a barrel on the Brent benchmark—the first time it has traded there in two months.
The move came after the Houthis claimed attacks on two Saudi oil tankers in the Red Sea, with Saudi authorities confirming that one vessel was struck and caught fire. The U.S.-Iran ceasefire also collapsed. Together, the two events reignited fears of a wider supply disruption.
Ray Dalio: Buy Gold. Get Paid. (Ad)
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power.
A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts.
See how to follow Dalio's gold strategy and collect monthly incomeAt the same time, refiners are posting some of the widest margins in decades, while data centers are consuming diesel and grid capacity faster than utilities can replace it.
Two forces are colliding in the energy sector right now, and neither is likely to fade soon.
The first is the escalating conflict in Iran, which pushed crude back into triple digits just weeks after a ceasefire briefly took hold. The second is the sheer scale of power demand tied to AI infrastructure, a buildout the United States was never fully prepared for.
Dan Ferris of Stansberry Research and Luke Lango of InvestorPlace cover this territory closely. Their analysis points to four stocks positioned to continue benefiting.
Refiners Are Printing Cash, Not Building New Capacity
The clearest expression of the Iran-driven oil story is showing up in refining margins.
The 3:2:1 crack spread—the profit from turning three barrels of crude into two barrels of gasoline and one barrel of diesel—has soared toward $70 a barrel. That's a level unseen in recent history.
Here's why that matters: building a new refinery in the United States is close to impossible.
Permitting hurdles have stalled proposed projects for years, and no major energy company has attempted to build a greenfield refinery in decades. Three refineries have shut down in the past year alone, and existing capacity continues to shrink even as diesel demand climbs.
Valero Energy Corporation (NYSE: VLO) and Marathon Petroleum Corporation (NYSE: MPC) each operate roughly 3 million barrels a day of capacity.
Both stocks are up 80% to 90% year to date, a run that makes some investors nervous about chasing a 52-week high.
But the growth here isn't coming from expansion; it's coming from cash with nowhere else to go.
With no new capacity to build, both companies are positioned to funnel record cash flow into buybacks and dividends instead of reinvestment. That dynamic tends to persist as long as the margin backdrop holds.
The risk is a genuine, lasting de-escalation that pulls oil back toward pre-war levels and compresses those spreads. That scenario has already failed once this year. The upside is that even a partial resolution wouldn't undo the structural capacity shortage driving refiner profitability.
GE Vernova Solves the Grid's Biggest Bottleneck
If oil is the Iran story, power equipment is the AI story.
GE Vernova Inc. (NYSE: GEV) makes the turbines, transformers and grid hardware that enable data centers to access and use electricity. Demand is outpacing what the company can manufacture.
The numbers back it up. In Q1, GE Vernova booked $2.4 billion in data center equipment orders within its Electrification segment, more than the full-year 2025 total for that category. Companywide orders rose 71% organically to $18.3 billion, while backlog reached $163 billion. Momentum accelerated in Q2, with orders climbing 88% organically to $24.2 billion and backlog expanding to $176 billion. This isn't a story built on narrative. It's a backlog growing faster than the company can work through it.
GE Vernova reported Q2 earnings on July 22, with revenue of $11.1 billion exceeding the $10.79 billion consensus estimate, but earnings per share of $2.47 falling short of the $3.17 forecast. Shares declined after the report as investors weighed the company's strong demand and backlog growth against execution risks and continued losses in the Wind segment.
The longer-term case rests on margin expansion alongside continued revenue growth. Management now expects 2026 revenue of $45.5 billion to $46.5 billion and an adjusted EBITDA margin of 12% to 14%. If GE Vernova continues converting its backlog into revenue, that combination could support steady earnings growth, although valuation and execution risks remain.
Ecovyst Links Refining Margins to the Copper Trade
The fourth name ties both catalysts together in a way most investors haven't connected yet.
Ecovyst Inc. (NYSE: ECVT) is North America's largest regenerator of sulfuric acid. That's a chemical refiners depend on to produce alkylate, the low-sulfur, high-octane component required in nearly all U.S. gasoline.
Roughly half of Ecovyst's revenue comes from that regeneration business, where it holds more than 50% market share and owns the entire supply chain, from tanker cars to processing plants. The rest comes from virgin sulfuric acid, which is used heavily in copper mining. Lower-grade ore increasingly requires the chemical to extract usable metal, and copper demand is tied directly to the AI buildout. That gives this side of the business room to expand through acquisitions and organic growth.
Ecovyst has pulled back roughly 9% over the past three months, even as earnings growth has picked up. That gives investors a lower entry point into a name still up significantly for the year.
2 Catalysts, 1 Rotation
Oil isn't going back to pre-war levels anytime soon. The AI power buildout isn't slowing down either. Both catalysts point in the same direction: companies converting scarcity into cash rather than companies still waiting for growth that hasn't shown up yet.
That's the thread running through all four names, and it's the same rotation Ferris and Lango dig into further in their joint research on where this capital is headed next.
Valero and Marathon can't expand into more capacity, so the cash goes straight to shareholders. GE Vernova can't build turbines fast enough to clear the orders on its books. Ecovyst sits at the intersection of both trades, tied to refining margins on one side and copper demand on the other.
None of it depends on oil spiking further or AI spending accelerating from here. It just needs both trends to hold roughly where they are.
Stay focused on where the cash is actually flowing. That's what keeps this energy trade working through the second half of the year.
The FTC Is Suing Hims & Hers Health—Here's Why Investors Shouldn't Panic
Written by Jessica Mitacek. Posted: 8/5/2026.
Key Points
- The FTC sued Hims & Hers Health in late July over alleged deceptive privacy practices and billing methods, yet shares have still rallied 29% since the announcement.
- Hims & Hers is pivoting toward brand-name GLP-1 drug partnerships with Novo Nordisk and benefiting from employers dropping weight-loss drug coverage, which could boost future revenue.
- Wall Street remains cautious with a consensus Hold rating, heavy short interest, slowing institutional buying, and insider selling ahead of the company's Aug. 10 earnings report.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
As the rotation out of high-flying technology stocks continues, the healthcare sector has been a major beneficiary. Over the past three months, the sector has been one of the strongest performers among the S&P 500’s 11 sectors, gaining nearly 12%.
Hims & Hers Health (NYSE: HIMS), the telehealth platform that provides direct-to-consumer (D2C) personal care products and virtual medical services, has contributed to that rally. Since May 5, shares have gained more than 22%.
Ray Dalio: Buy Gold. Get Paid. (Ad)
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power.
A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts.
See how to follow Dalio's gold strategy and collect monthly incomeHowever, a potential headwind emerged in late July that could threaten HIMS’ run. The stock has gained more than 121% since reaching its year-to-date low on Feb. 27.
The FTC Hones in on Hims & Hers’ Data Sharing and Deceptive Billing
On July 29, the U.S. Federal Trade Commission (FTC), joined by Utah and California through the Los Angeles County Counsel, announced that it was suing the telehealth company over deceptive and unlawful privacy practices.
The FTC’s complaint, filed in the U.S. District Court for the Northern District of California, alleges that Hims & Hers shared consumers’ sensitive health information with third-party advertising platforms, including Meta Platforms (NASDAQ: META) and Snap (NYSE: SNAP), despite promising to protect patient privacy.
The FTC also alleges that Hims & Hers made it difficult for consumers to cancel subscriptions, charged refill fees 10 days earlier than expected and failed to “clearly disclose that it charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is ‘right for them.’”
The lawsuit is the latest instance of the FTC’s recent crackdown on healthcare companies that share sensitive data with outside companies without consumers’ knowledge or permission. However, investors appear to have taken the news in stride. Since the FTC announced the lawsuit, HIMS shares have rallied 29%.
Catalysts Outweigh Perceived Lawsuit Setbacks
While the lawsuit’s outcome remains uncertain, Hims & Hers has numerous tailwinds that could help mitigate any fallout from the FTC’s complaint. Chief among them may be the company’s pivot from marketing compounded GLP-1 drugs to offering brand-name medications through partnerships with major pharmaceutical manufacturers.
Specifically, Hims & Hers’ strategic agreement with Novo Nordisk (NYSE: NVO) resulted in the fulfillment of more than 125,000 Wegovy shipments in Q1. The company noted that this momentum puts it on track to add more than 100,000 new weight-loss subscribers per month moving forward.
Another potential boon is employers preparing to drop GLP-1 weight-loss drug coverage, including coverage for Wegovy, Ozempic, Zepbound, Mounjaro and Foundayo. These products are manufactured by Novo Nordisk (NYSE: NVO) and Eli Lilly (NYSE: LLY) and sold by Hims & Hers, which currently generates around one-third of its revenue from its weight-loss business.
The loss of workplace health plan coverage for these medications is likely to spur a migration to D2C cash-pay telehealth providers. Their models avoid insurance middlemen and low reimbursement rates, making them an ideal solution for consumers who lose coverage. If that migration materializes in the near term, it should help Hims & Hers improve its top line and operating margins.
Together, these catalysts should help normalize revenue growth, which stalled at just 3.77% year over year in Q1. In the prior four quarters, however, growth averaged 65.21%.
What Wall Street Thinks About Hims & Hers Health
The smart money continues to take a cautious approach to HIMS. The stock has a consensus Hold rating, with only four analysts assigning it a Buy rating. The average 12-month price target suggests approximately 2% potential downside.
Meanwhile, HIMS remains one of the market’s most heavily shorted stocks. The high-volatility stock, which carries a beta of 2.4, currently has short interest equal to 30.07% of its float, or $2.29 billion worth of shares. Some of that elevated bearishness can be attributed to the FTC lawsuit, while the company’s announcement in May of a $350 million private offering of senior convertible notes has fueled concerns about shareholder dilution.
Institutional buying has slowed dramatically, declining for four consecutive quarters from a one-year high of $722 million in Q2 2025 to just $722,000 in Q2 2026. Over the same period, Hims & Hers saw only one insider buy of approximately $1.17 million, compared with eight sales totaling nearly $87 million.
After missing analyst expectations for both revenue and earnings in Q1, the company is set to report Q2 earnings on Aug. 10 after the market closes. Investors will want to monitor comments on the earnings call regarding guidance and how the company intends to address the looming FTC legal action.
This email communication is a paid sponsorship from Porter & Company, a third-party advertiser of DividendStocks.com and MarketBeat.
If you have questions or concerns about your account, please email MarketBeat's South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from DividendStocks.com, you can unsubscribe.
Copyright 2006-2026 MarketBeat Media, LLC. All rights protected.
345 N Reid Pl. #620, Sioux Falls, S.D. 57103-7078. United States of America..
No comments:
Post a Comment