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A message from Porter & Company

There are five things they will never tell you.

Five things every American must know. Five things that could either massively enrich you or completely destroy youdepending on the moves you make today. 

If you’re honest with yourself, none of these things should surprise you… you already know about them. Deep down you can feel them. Even when you try to ignore them. 

And you already know these problems aren’t going away. They won’t magically fix themselves. Nobody is coming to your rescue. You need to take action into your own hands. 

Read the list below and tell me where I’m wrong… 

#1. The government is bankrupt.

It’s lying about inflation because every percentage point higher in CPI automatically raises Social Security’s liabilities. Those liabilities now exceed $100 trillion.

They can’t be financed. Not without destroying the dollar. 

Think Rome, when it could no longer afford free grain for its citizens. Think Europe after World War I, when nations tried to print their way out of impossible debts.

The real-world rate of inflation is not 3% or 4%. 

I’d bet it’s closer to 12%+ in America’s major cities and growing.

Every dollar you earn buys less each month… and that decline is accelerating.

#2. Your savings are being vaporized.

Virtually all your dollar-based assets — cash in the bank, 401(k), wages — will lose half their value in the next four years.

Grocery prices, housing, healthcare, insurance… you’ve seen what’s happened since 2009. Now imagine it all doubling again by 2029. That’s the future we’re heading toward if you stand still.

#3. AI will save the private sector but not you.

Artificial intelligence will help companies survive inflation. 

But it will do it by displacing millions of people. Private sector employment will shrink by double digits every year for at least the next decade. Law, accounting, finance, even medicine—white-collar work is being displaced at a speed no one is prepared for.

And those in government jobs or fixed pensions?

They’ll be wiped out entirely as deficits and inflation devour their real income.

#4. The violence hasn’t even begun.

Since 2009, we’ve seen the opening act—crime, riots, political rage.

But as the dollar collapses, a civil fracture is inevitable. Those closest to the flow of new money (what economists call the Cantillon Effect) will grow richer. Everyone else will struggle to survive.

It’s the same pattern that’s ended every empire in history.

#5. These “problems” represent an unprecedented transfer of wealth. 

For people who understand the economics behind this societal and financial collapse, this crisis represents a once-in-a-lifetime opportunity to amass multi-generational wealth. 

I’m not describing a theory. I’m not describing an idea. Or a forecast. I’m not talking about something that might happen, some day. I’m talking about what’s happening right now. 

This has been happening since the bailouts began in 2009. 

I’ve been writing about these issues, virtually every day, since. 

When I first warned about these problems America still had a AAA credit rating. Occupy Wall Street hadn’t happened yet. Nor BLM. Or Covid lockdowns. Or our government forcing us to take vaccines. 

I gave anyone who was worried the complete blueprint to save themselves: gold, great businesses, Bitcoin… and avoid the dollar at all costs. 

But now, with the advent of a new technological force, there is one final step we urge you to take to ensure your wealth is not only safeguarded but continues to compound going forward.

And you must take it now.

Because the forces at work here are moving at breakneck pace.

If you bury your head in the sand, you could be left behind as one of the greatest transfers of wealth ever unfolds. Don’t let that happen to you. I share everything you need to know here:

➡ Watch my urgent new exposé, The Final Displacement, free of charge.

Good investing,

Porter Stansberry

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Exclusive Content

The Hot Dog Hedge: Smithfield Acquires Nathan’s Famous

Reported by Jeffrey Neal Johnson. Date Posted: 1/25/2026. 

Article Highlights

• Smithfield is funding the entire acquisition of Nathan’s Famous with cash on hand to avoid high interest rates and deliver immediate earnings growth for shareholders.
• The deal transforms Smithfield from a manufacturer into a brand owner, eliminating licensing fees and capturing the full profit margin on retail products.
• Acquiring a premium beef brand allows the company to diversify its protein portfolio and utilize its massive scale to better manage input costs.

For companies newly returned to the public markets, the first major acquisition is a defining moment: it tells investors how management plans to deploy capital to drive growth. Smithfield Foods (NASDAQ: SFD), which completed its initial public offering in January 2025, has moved quickly. The pork-industry giant has entered a definitive agreement to acquire Nathan’s Famous (NASDAQ: NATH) for $102 per share.

Beyond the headline-grabbing union of two iconic American food brands, the deal is a calculated financial move to convert ongoing royalty payments into immediate earnings. Leveraging its large operational scale, Smithfield aims to optimize a brand it already manufactures for. For shareholders, this transaction looks less like a gamble and more like a predictable gain.

A Cash Deal in a Debt World

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The terms show a disciplined, conservative approach. Smithfield has agreed to pay $102 per share in an all-cash transaction, valuing the deal at roughly $450 million. The most important detail for investors is not the price itself but how it is being financed: Smithfield is using cash on hand.

With interest rates elevated, many deals require new borrowing that adds interest costs and pressure on future profits. Smithfield’s ability to fund this purchase without issuing debt signals balance-sheet strength. The company ended the third quarter of fiscal 2025 with more than $3 billion in available funds, and its leverage ratio sits at a conservative 0.8x net debt to adjusted EBITDA.

Deploying idle cash to buy a profitable business is typically viewed positively by markets: cash in the bank earns little after inflation, while an operating asset can generate higher returns. Smithfield expects the acquisition to be immediately accretive to adjusted earnings per share (EPS).

That accretion should begin as soon as the deal closes rather than after a long turnaround. Moreover, Smithfield pays a dividend yield of roughly 4.32%, and this acquisition helps support that payout by securing steady future cash flows. Overall, the move reflects a preference for high-probability returns over speculative bets.

From Renter to Owner: A $9 Million Opportunity

The primary financial driver is the elimination of licensing payments. For more than a decade, Smithfield has manufactured, packaged and distributed Nathan’s retail hot dogs while paying high-margin licensing fees to Nathan’s corporate entity for the right to use the brand.

By buying Nathan’s, Smithfield will stop making those royalty payments. Management projects about $9 million in annual run-rate cost savings by the second anniversary of closing, a large portion of which comes from extinguishing the licensing obligation. The transaction converts Smithfield from a brand renter into a brand owner, allowing it to capture the full profit margin on every package sold.

Mergers often carry significant operational risk because combining factories, systems and workforces can be complex and costly. This deal carries virtually no integration risk: Smithfield already operates the supply chain for Nathan’s retail business. The same factories that make the hot dogs today will continue to do so tomorrow. There are no major IT integrations or plant consolidations required. Essentially, the transaction is a change in financial ownership that lets Smithfield streamline its Packaged Meats segment with minimal disruption.

Beef vs. Pork: The Inflation Hedge

Commodity dynamics help explain the timing. Nathan’s products are 100% beef, and the company recently faced a 16%–20% increase in the cost of beef and beef trimmings. As a smaller, beef-focused company, Nathan’s had limited tools to absorb that inflation without compressing margins.

Smithfield operates from a different position: it is the world’s largest pork processor and hog producer and currently benefits from lower grain and feed costs that support its core profitability. Adding Nathan’s diversifies Smithfield’s protein mix by bringing a premium beef brand into a pork-dominant portfolio.

That diversification functions as a hedge: when pork margins are pressured, beef may perform better, and vice versa. More importantly, Smithfield brings procurement scale and hedging capabilities a smaller company cannot match, allowing it to better manage volatile beef input costs and stabilize Nathan’s margins.

Consumer behavior also favors the move. In inflationary times, shoppers often trade down from expensive cuts to more affordable processed meats like hot dogs and sausages. Owning a premium hot dog brand lets Smithfield capture that volume and secure a desirable beef asset when smaller operators are squeezed by costs, strengthening its position across both pork and beef categories.

Disciplined Growth: A Strategic Base Hit

This acquisition reads as a high-probability base hit rather than a risky home-run swing. It does not dramatically change Smithfield’s scale, but it secures an important asset permanently. Previously, Smithfield’s rights to the Nathan’s brand were set to expire in 2032; the deal removes that expiration and keeps the brand’s cash flows with Smithfield indefinitely.

The transaction is expected to close in the first half of 2026, subject to customary regulatory reviews, including the Committee on Foreign Investment in the United States (CFIUS). The parties have included termination fees and closing conditions that reflect confidence in the timeline.

For shareholders, this move reinforces the Moderate Buy consensus on the stock. It supports the view that Smithfield is a disciplined capital allocator, willing to use its strong balance sheet to lock in long-term value. By eliminating the licensor and internalizing the brand, Smithfield has simplified its economics and created a clear catalyst for sustained margin growth in Packaged Meats as it integrates Nathan’s into its portfolio.

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