Dear Reader,

Last year I ran for Mayor of New York City.

And lost to a 34-year-old Democratic Socialist.

Now I’m convinced what’s starting in New York will spread across America.

Just for starters:

• The new mayor wants to spend $70 million of taxpayer money just to study whether government-run grocery stores are a good idea.
• He’s threatening a 9.5% property tax hike on every homeowner in the city.
• And he wants to raise taxes on every corporation and high earner.

This isn’t just a New York story. Nearly 40% of Americans now have a “positive” view of socialism.

But what nobody’s talking about is WHY this is happening… and where it’s all headed.

I have my MBA from Harvard and spend my time in correspondence with billionaires like Warren Buffett and Bill Ackman. I’ve spent 30 years on Wall Street. And there’s a specific term for what’s unfolding in America right now… one that points to an economic event unlike anything we’ve seen in over 100 years.

I’m not running for office again. But if you care about your wealth, your family, and your future, you need to understand what’s really coming.

I’ve put together a free analysis explaining exactly what I see, and the specific steps I recommend you take with your money today.

I strongly encourage you to check it out here.

Regards,

Whitney Tilson
Editor, Stansberry Investment Advisory
Former Hedge Fund Manager
Co-Founder, Teach for America
Harvard MBA

P.S. What’s happening today will reset the financial system in a way most of us can’t imagine. If I’m even half right, it’s going to have a huge impact on your money and your future. Get the details here…

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Further Reading from MarketBeat.com

Commercial Metals Stock Price Poised to Slingshot Higher in Q3

Written by Thomas Hughes. Article Posted: 3/29/2026. 

Key Points

• Commercial Metals Company is on track to grow and widen margin as 2026 progresses, supported by acquisition, execution, and favorable conditions.
• Institutions and analysts support this market and provide upward stock price pressure at the end of Q1 2026.
• Catalysts include the integration of acquisition and cost savings unlocked through the Transform, Advance, Grow initiative.
• Special Report: Elon’s “Hidden” Company

Commercial Metals’ (NYSE: CMC) stock price is down at the end of Q1 2026 amid macroeconomic concerns and potential disruptions not yet reflected in its results. The market has pushed the shares toward a six-month low, creating an overextended condition that could snap back sharply. The technical setup suggests market dynamics have shifted, and a sustainable rebound and uptrend are ready to form. CMC’s stock price could quickly reclaim its critical support targetand then continue advancing as the year progresses.

The critical support target is $65. This level aligns with a long-term exponential moving average that was broken in early March as geopolitical tensions mounted.

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It reflects long-term, buy-and-hold market sentiment, including institutional holders, which are accumulating stock in 2026. MarketBeat’s data shows this group owns about 87% of the company’s shares and provides a deep support base, with 11 consecutive quarters of accumulation.

While institutional selling increased in Q1 2026, a larger rise in buying offset it, producing a multiyear high in institutional ownership. The takeaway is that institutions repositioned in Q1 but remain broadly bullish on CMC. The likely outcome is continued buying, given the low price point in late March and early April, which should underpin the stock-price rally forecast for this year.

Short-sellers are also in the mix, having increased activity in 2025 and into Q1 2026, but they present less of a hurdle and more of an opportunity. At nearly 4%, short interest is not prohibitively high and could fuel a rally driven by short covering. The key question is what might prompt shorts to cover; stronger growth, wider margins and higher capital returns could be the catalyst.

Commercial Metals Grows, Widens Margins, Increases Capital Returns

Commercial Metals Company reported a strong fiscal Q2 2026, with revenue up 21.7% to nearly $2.15 billion. The top line exceeded analyst consensus by about 290 basis points, driven by volume and pricing. Steel shipment volumes were relatively flat in North America and Europe, but favorable pricing led to top-line growth and margin expansion. The Construction Solutions Group (CSG) was the standout, growing 98% on demand, pricing and acquisitions. Those acquisitions largely center on a precast concrete platform, a cornerstone of the company’s growth strategy.

The quarter was not without blemishes: adjusted EPS missed consensus by $0.14. However, that masks positive underlying trends—EPS rose $0.31 year over year and core EBITDA increased 114%. EBITDA margin improved by 610 basis points thanks to strong execution, favorable conditions and the benefit of recent acquisitions, which are largely one-time events that bolster revenue and margins over time.

Guidance is another reason CMC stock could rebound in fiscal Q3. Management expects EBITDA to improve meaningfully versus the second quarter, underpinned by strength in CSG. CSG EBITDA is expected to nearly double, and the forecast may be conservative. Early signs point to a solid spring and summer construction season, with backlog growth and additional efficiencies expected.

Management also signaled confidence through capital returns. The company increased its dividend by more than 10% annually while compounding shareholder returns via buybacks. The dividend yield is approximately 1.2%, and buybacks have reduced the share count by 1.4% fiscal-year-to-date.

Analyst Trends Support CMC Stock: Add Upward Price Pressure to Market

Initial analyst responses to CMC’s update were muted, but they reaffirmed the bullish trends in place. The analysts who issued updates maintained a Moderate Buy rating and imply roughly 22.5% upside. If the company continues to execute, those trends should persist and could strengthen as the year progresses. The consensus $73 price target sits well above the critical $65 support level, while the high end of the range points to upside potential and the possibility of fresh all-time highs.

Commercial Metals has several catalysts that could drive the stock later this year: favorable tariffs and pricing, the Transform, Advance, Grow strategy aimed at delivering $150 million in annualized cost savings by year-end, and a new West Virginia mill expected to boost revenue and margins through technological improvements. Integration of the precast platform should also enhance results. Key risks remain market volatility, geopolitical tensions and execution challenges.

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Further Reading from MarketBeat.com

The Metals Company: Unlocking a Klondike-Quality Mineral Rush 

Written by Thomas Hughes. Article Posted: 3/30/2026. 

Key Points

• The Metals Company, Inc. is on the verge of licensing approval and commencing commercial operations.
• It is the leader in a rush to unlock a multi-trillion-dollar seafloor opportunity. 
• Revenue is expected in 2027 and profits the year after. 
• Special Report: Elon’s “Hidden” Company

The Metals Company, Inc. (NASDAQ: TMC) is about as futuristic as a company can be without working in space or AI. It aims to kick off a mineral rush by harvesting deep-sea nodules — a resource long imagined by scientists and students but now viewed as a plausible source of critical battery metals. Each nodule contains manganese, nickel, cobalt and copper (all important for batteries), plus trace rare-earth elements, and there are vast quantities on the seafloor.

The Metals Company is focused on the Clarion-Clipperton Zone, a 4.5 million-square-kilometer area between Hawaii and Mexico. The nodules lie roughly 4,000 to 5,500 meters below the surface and are valued at up to $1,500 per dry metric tonne.

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Estimates put a single mining site within the zone at as much as $1.7 billion in annual value, and there is an estimated $19 trillion in minerals across the region. The primary hurdle is regulatory approval, which is currently underway.

The Metals Company plans to collect nodules through a partnership with Allseas, a Swiss firm that specializes in subsea construction, pipelaying and heavy lifting. Allseas will use a hydraulic collection vehicle that lifts nodules from the seafloor by suction, minimizing silt disturbance and delivering material to a floating processing vessel.

The Hidden Gem is a converted drilling ship and the first floating processing plant of its kind. Owned and operated by Allseas, it was commissioned by The Metals Company earlier this decade and completed initial testing, recovering 3,000 tonnes of nodules in 2022 while awaiting regulatory approval. NOAA deemed the company’s application largely in compliance, and execs believe licensing approval will be grantedbefore the end of Q1 2027.

Analysts Like the Numbers, but The Metals Company Is a Speculative Buy

Analyst coverage is limited but sufficient to gauge sentiment. The four analysts tracked by MarketBeat give the stock a consensus Hold, with a 50% Buy-side bias and a 25% Sell-side allocation. Three of the four ratings were issued in January 2026 and the fourth in December 2025, so they are relatively current. There is an additional fifth rating marked Buy, but it is more than 120 months old and thus less relevant. Price targets imply significant upside — roughly 165% at the consensus and more than 100% at the low end.

Revenue expectations drive much of the optimism. The analyst group forecasts roughly $50 million in initial revenue in 2027, rising to over $550 million by 2028.

Earnings are also expected by 2028, as this asset-light operation should start generating cash shortly after commercial operations begin. Operational risk is limited given that the core technology has been demonstrated; the main constraint will be nodule processing, where the company is making steady progress.

Catalysts in 2026 include advances in nodule-processing. The Metals Company plans to employ rotary kiln electric arc furnace technology (RKEF), either via contractors or its own facilities. It is already working with Japan-based Pacific Metals for testing and verification while also exploring a processing site in Texas.

A feasibility study is underway for a Brownsville, TX facility that could process nodules alongside other feedstocks. RKEF is commonly used to process nickel; in this case it would produce a high-grade nickel-copper-cobalt alloy and manganese silicate, and notably it eliminates solid-waste tailings. All inputs are convertedinto usable materials, including fertilizer-grade ammonium sulfate.

TMC Stock Is Cheap, but It Can Get Cheaper

TMC’s 2026 price action has been uneven. The stock has retreated from long-term highs and is approaching a key support level at the 150-week exponential moving average (EMA), a common indicator of long-term buy-and-hold sentiment.

If the share price falls below this level, it may struggle to regain traction until a stronger catalyst appears. However, institutional activitysuggests a potential floor, as institutions have been buying on balance and increasing activity while the price has declined.

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