 A Message From Porter & Company Something strange is happening to your money. It wasn't voted on. It wasn't debated in the Senate. And most Americans have no idea it's even taking place but… President Trump is replacing the U.S. dollar. Not with crypto. Not with a digital currency. Something far bigger than that – and it's already been signed and sealed in the back rooms of D.C., ready to be issued by the U.S. Treasury. Bypassing every legal and political channel under the guise of "national security," Trump has enacted this total money reset using a landmark executive order (14241). Whether you’re a Democrat or Republican, whether you support this new money or not, it doesn't matter. Soon, every U.S. citizen will be forced to use Trump's New Dollar to fill their gas tank, buy groceries, and pay medical bills. Which is why I've produced a critical new documentary laying out exactly what Trump's New Dollar means for your savings, your investments, and your family's financial future. Detailing three important steps you can take today to prepare – including the name of a core band of assets connected to Trump’s initiative that could surge as a result. As you’ll see in my briefing, the last time America reset its money like this – under Richard Nixon’s presidency in the 1970s – it created one of the greatest wealth divides in the history of our nation. On one side, it minted an average of 1,300 new millionaires a day for over half a century. And on the other… the folks left behind, drowning in debt, with no idea how to use America’s new money to create wealth. As Trump rolls out his new dollar, the question is: Which side will you be on? 
Good investing,
Porter Stansberry PS. If you’re wondering what Trump’s new money will look like, when it will be issued, what it means for your investments – all of those questions are answered in my briefing.
Exclusive Article
3 Defense Stocks Riding Nuclear, Missile, and Aerospace DemandBy Nathan Reiff. Date Posted: 9/26/2026. 
Key Points
- Rising global defense spending on military modernization and nuclear deterrence creates opportunities for both large and small defense-related companies.
- BWX Technologies and Mercury Systems both reported strong backlog growth and raised guidance, reflecting robust demand for their specialized defense niches.
- Howmet Aerospace continues posting strong revenue growth and pursuing acquisitions despite facing new competition from GE Aerospace's purchase of a rival supplier.
- Special Report: Here’s Why Trump Won’t End The Iran War
The United States and other governments around the world are prioritizing military modernization, building their nuclear deterrence capabilities, enhancing missile defense systems and investing heavily in defense overall. This shift toward a more militarized world may give investors opportunities to capitalize on both large defense companies and smaller firms with significant growth potential. When seeking substantial return potential in defense, investors may want to look for firms with unique technological niches, distinct positions within the defense supply chain and significant operational updates or other signs of business momentum. BWX Technologies Inc. (NYSE: BWXT), Mercury Systems Inc. (NASDAQ: MRCY) and Howmet Aerospace Inc. (NYSE: HWM) may all be appealing candidates for these reasons. BWX Finds a Lucrative Niche in Nuclear Propulsion
BWX is a nuclear component maker that serves the nuclear energy market, medical customers and the U.S. government. In particular, its work designing nuclear reactors and components for naval vessels has made it a major player in the U.S. Navy's nuclear propulsion program. This focus has led to strong demand and a growing backlog, which climbed 40% year over year (YOY) to $8.4 billion in the latest quarter. BWX's relationship with the U.S. Navy has also boosted its top and bottom lines. Q2 2026 revenue climbed 18% to about $902 million, just shy of analyst expectations, while adjusted EBITDA and adjusted earnings per share (EPS) also increased YOY. The company's leadership raised its full-year guidance in response. There's reason to believe this momentum could continue and potentially reverse BWXT stock's downward performance trend (shares have fallen about 20% so far in 2026). Over the summer, the company secured a contract with the National Nuclear Security Administration to develop a new lithium processing facility. Additionally, BWX is narrowing its focus by selling its medical business for up to $800 million. The transaction would provide a substantial boost to its capital reserves while allowing the company to prioritize its highest-potential operations. Mercury's Financials Continue to Improve as Defense Moves Toward SoftwareMercury's role in the defense industry is different. The company provides secure processing hardware, computer equipment, sensors and other subsystems for aircraft, missiles and radar systems. As the defense industry shifts toward software and electronics, Mercury has an increasingly important role to play. Like BWX, Mercury reported impressive bookings and backlog in its latest quarter. Bookings rose 93% YOY to $660 million, while the backlog approached $2 billion. The company also raised its forward guidance and now expects fiscal 2027 revenue to reach nearly $1.1 billion. Mercury is improving its margins as well, with its adjusted EBITDA margin climbing 217 basis points last quarter to 15.3%. Shares of MRCY have performed differently from BWXT stock, rising about 14% year to date (YTD) despite shedding approximately 7% over the past month. As the company demonstrates that it can continue addressing manufacturing efficiency issues while maintaining high-quality revenue growth, it may better justify analysts' optimistic views of the stock, including projections for about 33% in potential upside. Howmet Holds Its Own Against GEPerhaps best known for its engineered components for commercial aerospace applications, Howmet continues to expand its offerings for the defense sector as well. The company may present a buy-the-dip opportunity following news that GE Aerospace (NYSE: GE) would spend $12 billion to acquire Consolidated Precision Products, a rival aerospace component maker. While the move appears to threaten Howmet's position with its customer base, significant capacity shortages across the industry may allow both companies to benefit from strong demand for years to come. Even after a recent 13% decline over the past month, HWM stock remains up 12% YTD, suggesting that investors see strength in the company's operations and financials. In the last quarter, that strength was reflected in strong top- and bottom-line results that exceeded analyst expectations, including 24% YOY revenue growth amid broad-based demand. Howmet has also benefited from data center demand, which has driven interest in its gas turbines. The company is pursuing consolidation as well. Like GE, Howmet made a major purchase earlier this year of Consolidated Aerospace Manufacturing, expanding both its manufacturing capacity and product offerings. Howmet could continue to benefit from the essential nature of the products it provides for commercial and military aircraft. . |
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