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The downward slide has begun.
According to new research from Bloomberg, the U.S. dollar's share of global reserves has just fallen to the lowest level this century.
While everyone is distracted by hyped-up IPOs and the AI bubble, the world is walking away from the dollar – the foundation on which all of our lives are built is crumbling.
And I believe the consequences for the country – and your financial security – are extremely serious.
President Trump knows it. That's why he has taken emergency action by signing executive order 14241 to initiate the first full reset of the American dollar in half a century.
That means every dollar you have saved and invested… every good, every service, every asset… all of it could be about to be repriced against a new monetary anchor.
It’s not gold, or crypto – but something far more unexpected. An asset so fiercely contested and so critical that Vladimir Putin once claimed whoever controls it “will become the leader of the world”
Nobody can tell you exactly how this reset will play out.
But I do know that the last time America changed its money like this – half a century ago – it split the country in two. Between the folks who understood what was happening and responded accordingly – and those who got brutally left behind.
That line is being drawn again. And what you do with your money in the months ahead could decide which side you end up on.
I’d like to show you which investments could thrive – and which could be the most dangerous – inside Trump’s new monetary order.
Good investing,
Porter Stansberry
Datadog’s Drop Says More About Expectations Than Earnings
Authored by Sam Quirke. Posted: 8/7/2026.
Key Points
- Datadog shares fell about 19% despite beating revenue and earnings expectations and raising full-year guidance well above forecasts.
- The drop stemmed from sky-high expectations after a big prior rally and news that its largest customer would reduce usage.
- Analysts remain bullish, citing Raymond James' Outperform rating and a $280 price target alongside MarketBeat's Moderate Buy consensus.
- Special Report: The company SpaceX cannot operate without
Every so often, the market serves up a reaction so at odds with the underlying news that it's worth asking what investors are really thinking. Datadog Inc. (NASDAQ: DDOG) delivered one such moment this week when the observability software company followed up an excellent quarter with a 19% drop in its share price.
On the face of it, this makes little sense. Datadog beat expectations on both revenue and earnings, comfortably raised its guidance for the rest of the year and pointed to demand trends that were, if anything, accelerating. These aren't the hallmarks of a company in trouble, yet the shares slumped regardless, leaving investors to puzzle over what the market found so disappointing.
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Click here to learn this company's name for free todayThe answer, as is so often the case, has less to do with the results themselves and more to do with the towering expectations that preceded them. For those willing to look past the knee-jerk reaction, that disconnect may have opened up an opportunity.
A Quarter That Beat on Almost Every Measure
Start with the numbers, because they were hard to fault. Revenue grew 36% year-over-year, coming in above the top end of the company's own guidance and marking the fastest growth Datadog has posted in several years. Earnings jumped sharply, too, comfortably ahead of analysts' expectations.
The strength ran deeper than the headline figures. The company generated healthy free cash flow, while the metrics that speak to future demand—billings and the value of contracted work still to be delivered—both grew even faster than revenue. That's a strong sign that customers aren't just spending more today but are committing to spend more down the line.
Perhaps most reassuringly, the growth was broad-based rather than narrowly concentrated. Demand from customers outside the artificial intelligence (AI) boom actually accelerated, showing that Datadog's success isn't solely dependent on a single fashionable theme. On top of all that, management raised its full-year outlook well ahead of expectations.
So Why Did the Stock Tumble?
If the quarter was so strong, the sell-off demands an explanation, and it comes down to two things. The first is how much success had already been priced in. The stock had already staged a massive 2026 rally heading into the report, setting an extraordinarily high bar for the quarter.
When a stock has already staged that kind of rally, merely being excellent is sometimes not enough to prevent profit-taking. Indeed, this is a theme we've seen play out several times already during the current earnings season.
The second, more specific concern around Datadog's trajectory involved a single large customer. Management disclosed that its biggest client, widely believed to be a major AI chatbot company, would reduce its usage beginning in the current quarter. That change was duly incorporated into the updated guidance.
In a market hypersensitive to any hint of slowing momentum, that disclosure alone was enough to spook investors.
Reading Between the Lines of the Reaction
Here’s where it pays to separate the noise from the signal. A pullback from one large customer sounds alarming. Still, Datadog spreads its revenue across thousands of customers, with the vast majority of recurring revenue coming from a broad base of larger accounts rather than any single name.
Even as one major client trims its spending, the underlying engine of growth—and the thousands of businesses steadily expanding their use of Datadog's tools—should continue humming along.
In other words, the very concern that spooked the market may prove far less significant than the reaction implied. One customer pulling back is a manageable bump for a business this broadly diversified, not the structural crack that a double-digit share price decline might suggest.
Weighing the Opportunity Against the Risks
None of this is to dismiss the bears entirely, because they hold one especially strong card: valuation. Even after the drop, Datadog still trades at a triple-digit price-to-earnings ratio, leaving little room for error and requiring the company to keep growing at a rapid pace for years to justify its price.
For those of us on the sidelines, however, there’s no doubt that this was, by almost any measure, a strong report from a dominant company that's still growing quickly and generating plenty of cash.
Consider Raymond James’ reiterated Outperform rating on Datadog shares and its $280 price target for context, not to mention MarketBeat’s consensus rating of Moderate Buy.
Sure, the market is choosing, for now at least, to focus on the blemishes rather than the substance. But in doing so, it may be handing longer-term believers a golden opportunity to get involved.
Boeing's Comeback Is Building Momentum—Is It Real?
Authored by Sam Quirke. Posted: 8/6/2026.
Key Points
- U.S. aviation authorities certified Boeing's 737 MAX 7 this week, ending a years-long review and paving the way for the MAX 10's approval.
- Boeing shares have risen nearly 20% in two weeks, and analysts at BNP Paribas and Sanford Bernstein have expressed positive views following the certification news.
- Despite improving deliveries and cash flow, Boeing still posted a quarterly loss, faces thin profitability, and continues losing order share to rival Airbus.
- Special Report: The company SpaceX cannot operate without
Few companies have endured a more punishing few years than Boeing Co. (NYSE: BA). A series of crises, from grounded aircraft to safety scandals, left one of America's great industrial champions on its knees and its investors nursing years of frustration. But in recent months, something has begun to shift, and this week delivered the clearest sign yet that the long road back might finally be leading somewhere.
That sign came Monday, when U.S. aviation authorities certified a key member of Boeing's flagship 737 family, ending a review that stretched back nearly a decade and removing one of the biggest overhangs that has dogged the company for years. With that hurdle cleared, Boeing can now focus on turning its enormous order backlog into actual revenue.
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Click here to learn this company's name for free todayThe market had already been warming to the turnaround potential, and Monday's news added fuel. The shares are now up nearly 20% over the past fortnight and are near the top of their six-year range. The question investors are asking is whether this is the moment the turnaround becomes undeniable or merely another false dawn for a company that has produced a few of them.
Why This Week's News Matters So Much
To appreciate the significance, it helps to understand what's been holding Boeing back. For years, the company has sat on an extraordinary backlog of orders—thousands of aircraft that customers want but that Boeing has struggled to build, certify and deliver at pace. Regulatory delays have been a major part of that bottleneck.
The certification secured this week directly addresses one of those chokepoints. It clears the 737 MAX 7, a variant that has been stuck in limbo for years, and paves the way for approval of the MAX 10, the final family member still awaiting sign-off. Each step allows Boeing to convert more of that backlog into deliveries, which ultimately generate the cash the company so badly needs.
Crucially, it also lifts a psychological weight. Every regulatory delay has reminded the market of Boeing's troubled recent history, so clearing this hurdle signals that the company's fraught relationship with regulators may finally be stabilizing. That matters as much for investor confidence as it does for the numbers.
The Evidence the Recovery Is Taking Hold
It's worth noting that this week's milestone didn't arrive out of nowhere. Rather, it caps a period in which Boeing's operations have been steadily improving, giving the bulls real evidence to point to beyond mere hope.
Aircraft deliveries have been climbing at a healthy clip, and the company is maintaining its positive free cash flow outlook—a meaningful marker for a business that has been burning through money for years. Management has also been expanding production capacity to increase the rate at which it can churn out its best-selling jets. Behind it all sits that colossal backlog, worth hundreds of billions of dollars and representing many years of future work.
The improving mood has been reflected on Wall Street, with BNP Paribas upgrading Boeing stock to Outperform after Monday's news. Sanford Bernstein also reiterated its positive stance. With a MarketBeat consensus rating of Moderate Buy, this could be an interesting time to get involved.
Reasons to Temper the Enthusiasm
For all the encouraging signs, however, this is a turnaround that still has plenty to prove, and the more cautious voices make some fair points. The most obvious is that much of the optimism may already be reflected in the price after such a strong run, leaving the stock looking far from cheap on some measures.
Operational concerns linger, too. Boeing's profitability remains thin and volatile, and it fell short of earnings expectations while posting a loss in last month's earnings report. The company's leadership recently said it will still take a couple more years to fully put its house in order—hardly the language of a business with its troubles behind it.
Then there's the competitive picture. Boeing's great rival Airbus (OTCMKTS: EADSY) has continued to pull ahead on orders, extending a lead that could take years to close.
A Question of Conviction
That makes it a question of conviction. Those who believe the company has truly turned a corner will see this week's milestone as confirmation that the recovery is real and the current price as a chance to buy in before the turnaround fully plays out.
The more skeptical will want a few more quarters of proof before trusting a company that has let them down so often. What's no longer in doubt, however, is that Boeing, after years of bad luck, is starting to move in the right direction again.
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