Follow the smart money. This report reveals stocks seeing strong insider buying-often a signal of confidence and potential upside. Discover where executives are investing their own capital and which companies could be positioned for moves the market hasn’t priced in yet.
Wall Street living legend Marc Chaikin has returned with his #1 Stock Pick for 2026. This is his highest conviction pick to survive an increasingly dangerous U.S. stock market. And if you’re thinking it’s NVDA, TSLA, or the Mag 7, you’re dead wrong. More Info ➔Rocket Lab Lands $90 Million US Space Force Deal
WASHINGTON (AP) — In the year since President Donald Trump promising to create a deep-sea mining industry from scratch, businesses have raised millions of dollars from investors, stock prices have soared and federal regulators have raced to fast-track a permitting process. More Info ➔SpaceX reveals plans for what could be the biggest-ever initial public offering
Trump, Gavin Newsom, Anthony Scaramucci, and Neil deGrasse Tyson were among the figures driving major political news. More Info ➔
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Shares of Eli Lilly and Company (NYSE: LLY), the world’s most valuable pharmaceutical stock, started 2026 in a bad way. Near the end of April, LLY shares had fallen as much as 20%. However, the stock has rebounded mightily since then.
Lilly’s highly impressive earnings reportkicked off the rally, with shares surging nearly 10% in one day. Lilly has continued to trudge higher, now down only around 5% in 2026.
One event that recently helped Lilly’s stock move up was the latest results surrounding its oral GLP-1 medication Foundayo. While Foundayo is already approved by the Food and Drug Administration, the need to continue testing does not stop there. By generating more robust and a wider variety of data on the medication, Lilly can improve the chances of doctors prescribing it. Lilly’s latest results support this all-important goal.
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Foundayo’s 2-Pronged Attack: Needle Fear Patients and Maintenance Patients
The trial in question focuses on weight-loss maintenance—helping patients keep lost weight off after they stop taking high-dose GLP-1s. For Lilly, this is part of a two-pronged strategy to generate demand for Foundayo.
The first part is based on attracting completely new patients. Researchers estimate that up to 25% of U.S. adults have a fear of needles, preventing certain patients who want to lose weight from taking injectable GLP-1s. Through pill-based medications, Lilly can unlock demand from this patient group.
However, Lilly is falling behind Novo Nordisk A/S (NYSE: NVO) on oral uptake, as Novo received approval for its oral weight-loss drug several months earlier. Novo’s pill has also demonstrated efficacy that moderately surpasses Foundayo. Novo notes an average weight loss of 14% after 64 weeks among patients taking the Wegovy pill. This compares to an average weight loss of 12.4% after 72 weeks for Foundayo.
According to BMO Capital Markets, “While Foundayo scripts have been trending upward since launch in April, scripts have lagged vs. those of the Wegovy Pill and Street expectations.”
However, Lilly may be able to better differentiate itself in the second prong of its strategy: weight loss maintenance. Injectables are more efficacious than either pill, with Lilly touting an average weight loss of 20.2% at 72 weeks for patients using Zepbound. Thus, after losing a lot of weight on injectables, patients can transition to pills in order to keep lost weight off.
With this, Lilly can drive recurring sales of Foundayo as patients make the switch. Its latest Foundayo results provided encouraging data on this front.
Foundayo: Weight Loss Maintenance Improves Dramatically Versus Going Cold Turkey
In its ATTAIN-MAINTAIN trial, Lilly looked at patients who had lost significant weight through taking Zepbound. Throughout the Zepbound period, patients lost an average of 55 lbs. Patients then transitioned onto Foundayo for 52 weeks, gaining back 11 lbs. So, when using Foundayo as a maintenance treatment, patients regained only 20% of their original weight loss.
This is actually a strong showing, as patients who get off GLP-1s completely regain much more weight. A recent analysis of 48 studies found that after one year of getting off GLP-1s, patients regained 60% of their original weight loss. Thus, the percentage of weight loss kept in Lilly’s study is three times higher than that of those who got off GLP-1s completely.
Lilly also performed the same test with patients who originally lost 41 lbs by taking injectable Wegovy. After switching to Foundayo for 52 weeks, these patients regained just 2 lbs—another very strong result. In the end, Zepbound to Foundayo patients lost 17.2% of their weight, and Wegovy to Foundayo patients lost 15.5% of their weight on average.
Clearly, these results provide evidence that transitioning to Foundayo after taking injectables can be an effective pathway for keeping lost weight off. Notably, on the day of this data release, Lilly’s shares rose by 2.4%.
There is also reason to believe that Foundayo will have greater appeal as a weight-loss maintenance treatment than the Wegovy pill. This is because it comes with no dietary restrictions. Meanwhile, doctors advise Wegovy pill patients not to eat or drink for 30 minutes after taking the medication.
Ultimately, the convenience factor of pills is a key reason why people would want to switch from injectables. With no dietary restrictions, Lilly has an advantage here. However, it will be interesting to see if Novo conducts a similar maintenance study that could shift the playing field in this vertical.
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early – while everyone else waits on the sidelines.
But one small infrastructure supplier – a critical piece Musk can’t scale the Colossus network without – is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.Get the SpaceX infrastructure stock name and ticker here
Analysts Forecast Substantial Upside in Lilly After Recent Rebound
Overall, targeting the weight-loss maintenance market is one of many levers Eli Lilly can pull to continue growing its GLP-1 business. Notably, even with Lilly only down less than 10% from its all-time high, Wall Street analysts continue to forecast substantial gains ahead. The MarketBeat consensus price target on the stock sits near $1,218, implying upside of just over 20%.
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A Night Prayer
Jesus Christ, my God, I adore You and thank You for all the graces You have given me this day. I offer You my sleep and all the moments of this night. I place myself and all my loved ones, wherever they may be, in Your sacred side and under the mantle of Our Blessed Mother. Let Your holy angels stand watch and keep us in peace. Amen.
Quote of the Day
“Since we offend our sweet Jesus, every day, in thought, word, deed and the omission of good works, we should pray every day, and every hour of the day, and weep for our offenses against so kind and loving a Father, Master and Spouse.” -St. Rita
Today’s Meditation
“The contemplative life is an intimate affair; it is a loving conversation of man with God. but in order that God may speak to the soul and the soul speak with God, it is necessary that there be silence. Neither God nor our heart will be silent, but the earth and created things must be hushed, because everything worldly hinders the intimate conversation of our soul with God. This silence is not the silence of the desert nor of the tomb – a negative silence, the lack or suspension of life. It is like the apparel of a more interior life that one wears outside, because inside he is singing a love song. He does not speak with creatures, because he is speaking with God; he does not listen to the noise of earth, so that he might hear the harmonies of Heaven.” —Luis M. Martinez, p.37
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The daily examination of conscience is an ancient Catholic practice. It’s very simple, and it’s designed to help us identify our sins and weaknesses so that we can improve and grow stronger in the spiritual life, while providing an excellent ongoing preparation for regular Confession. It consists of taking a few minutes at the end of the day to prayerfully review our actions in the light of God’s commandments, followed by the Act of Contrition.
Reflect on the victories and losses
Actively reflecting on the high and low points of the day can help you live more intentionally and bring a renewed sense of resolve into the following day.
Review your actions, words, and thoughts today. Did you actively guard yourself against temptation? Where did sin creep in?
In what moments did you practice virtue and moral courage?
Were you attuned to the Holy Spirit’s promptings today? Where did you feel His inspiration?
Ask Him for the graces necessary to follow His Will more purposefully tomorrow.
Act of Contrition
O my God, I am heartily sorry for having offended Thee, and I detest all my sins because of Thy just punishments, but most of all because they offend Thee, my God, Who art all good and deserving of all my love. I firmly resolve with the help of Thy grace to sin no more and to avoid the near occasions of sin. Amen.
Practice gratitude
It is God’s love that has brought you into existence and to this exact moment. Practice looking for His hand in your day.
Where did you feel His loving gaze upon you today?
What people or moments helped you see God in your life?
Thank God for all these moments!
Ask Him to help you recognize His blessings and providence tomorrow.
Renew your commitment to Christ
Remember: our Faith is founded upon a Person—Christ! Renew your personal love and devotion to Him.
Thank God for the gift of His Son Jesus and our call to be His disciples.
Tell the Lord of your desire to know Christ more personally.
If possible, set an intention for your day tomorrow. Ask Our Lord to guide you in this act.
Pray a Hail Mary, Our Father, or another beloved prayer.
Rest with God
My people will abide in a peaceful habitation, in secure dwellings, and in quiet resting places. — Isaiah 32:18
However, a convergence of pressures then hit the stock. This included artificial intelligence (AI) spending fears, legal losses, and the U.S.-Iran conflict that drove down the market as a whole. Near the end of March, Meta was down 20% on the year.
The stock has recovered considerably since that point, now down less than 10% in 2026. Meta’s return has hovered near this level since the end of April, after shares took a 8.6% hit following its Q1 2026 earnings report.
Meta is making moves to fight against the biggest headwind to its performance: increasing AI capital expenditure (CapEx) forecasts. The firm is undertaking some of its largest layoffs in recent memory, aimed at offsetting AI investment. However, markets don’t appear to be buying the story.
Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 – not chips, not funding, but power. Demand is growing 15% per year and the grid can’t keep up.
One small company makes the exact equipment these data centers need. They’re sitting on $1.5 billion in orders, their hardware is already inside Musk’s Colossus, and the stock still trades like a name nobody’s heard of. Analyst Dylan Jovine is releasing the ticker for free.See the stock positioned to solve AI’s biggest power crisis
Meta Initiates 10% Layoff—But for Much Different Reasons Than in the Past
In mid-May, reports emerged that Meta is laying off 8,000 employees. These job reductions account for approximately 10% of Meta’s total employee base.
The move marks the company’s most significant workforce shake-up since its “Year of Efficiency,” which took place between 2022 and 2023. This initiative cut 21,000 jobs.
However, there are significant differences between these recent cuts and the Year of Efficiency reductions.
Somewhat counterintuitively, Meta undertook one of its most aggressive hiring sprees ever from 2020 to 2022, during the height of the COVID pandemic.
By the end of 2022, Meta’s employee count had nearly doubled from the end of 2019, rising from around 45,000 to over 86,000. This came as COVID lockdowns pushed people to spend much more time on the internet and flock to e-commerce purchasing. This led to Meta’s sales growth soaring 37% year-over-year (YOY) in 2021.
The company loaded up on employees, believing that this was the beginning of a long-term tailwind for its business. However, as Meta admitted, this proved not to be the case, with sales dropping 1% YOY in 2022. In 2023, Meta dropped its employee count by 22% to around 67,000 in response.
Meta’s pasts cuts were a product of weaker-than-expected demand. That is not the case at all today.
Meta just posted its highest revenue growth in years at 33% YOY. Thus, demand is very strong, but it is being met with greater investments in technology rather than employees. In this sense, the move is much less a sign of weakness compared to mass layoffs in the past.
Layoffs Are Unlikely to Win Over Investors’ Hearts
Still, Meta shares haven’t really moved since recent layoffs began. This comes as investors likely don’t believe the cuts will have a huge impact on its financials.
Notably, analysts at Morgan Stanley have estimated that a 20% workforce reduction would generate annual savings of between $3 billion and $7 billion. At 10%, it’s fair to say that this forecast would move down to $1.5 billion to $3.5 billion.
Meta will also likely incur a significant charge to pay for severance packages. When it cut 10,000 employees in March 2023, its expected pre-tax severance charge and other personnel costs were $1 billion, which equates to $100,000 per employee. Holding this per-employee metric steady, the company may incur around $800 million in charges from the latest layoff, reducing the net near-term benefit.
Overall, Meta’s savings would be a drop in the bucket compared to the midpoint of its 2026 CapEx guidance of $135 billion. Furthermore, it’s unclear whether Meta will simply take whatever it saves from layoffs and allocate this to more AI investment, or if its CapEx guide will hold steady.
Either way, compared to its massive CapEx spending, the potential benefit of the layoffs is not much of a needle mover. This is likely one of the reasons shares have not benefited. Additionally, CEO Mark Zuckerberg told employees that he “does not expect more company-wide layoffs this year.”
This pushes back on past reports that the company would lay off 20% of its workforce in 2026. Investors may have viewed this as a disappointment, with actual cuts being much smaller.
SpaceX’s S-1 filing reveals $7.7 billion spent on AI infrastructure in a single quarter – not chips, not software, but power infrastructure. The filing shows $23.85 billion in servers and $14 billion in construction in progress, all dependent on one company’s hardware.
Without this supplier, Colossus doesn’t run and the $1.25 billion Anthropic pays monthly stops flowing. The stock is still trading like no one has read the filing – but analyst Dylan Jovine has, and he’s releasing the name at no cost.Read the S-1 breakdown and get the company name free
Growth Is the Key to Meta’s AI Journey
In aggregate, this data shows that Meta will not be able to justify its AI spending through layoffs alone. Rather, the company will need to grow its revenues, and eventually free cash flow, to do so.
In this context, the fact that Meta is also reassigning 7,000 employees to AI-related roles may be more impactful than the layoffs. After the layoffs, Meta’s employee count will fall to around 71,000. Thus, the firm will reallocate around 10% of its remaining workforce to AI-related roles. This increased focus on AI could allow the firm to better utilize its investments and drive growth.
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May 22, 2026 TODAY IN HISTORY Richard Nixon arrives in Moscow, the first visit by a U.S. president to the Soviet Union. 1972 TOP STORIES DNC Chair Faces Calls to Resign
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Whether this week was a challenge or a breeze – You made it, Pahovis !Congratulations!🎉To help you celebrate, here is your weekly overview. Be sure to scroll down 👇🏼 and check out 👀 news you may have missed, upcoming events 🗓️, how to support our local businesses🛍️ , & helpful area info💖!
A Pinal County judge has ruled in favor of the Board of Supervisors and against County Attorney Brad Miller, confirming that Arizona law gives the Board exclusive authority to approve county contracts and oversee spending.
Members of the GFWC San Tan Valley Women’s Club delivered blankets, towels, sheets, and other supplies — along with a $450 check — to Pinal County Animal Care and Control in Casa Grande.
Club President Connie Gray and several members presented the…
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No one knows prices better than the market… The consequences of price controls… The Fed’s massive price-control operation… What long-term rates show… The biggest oil-market disruption in history… Opportunities are coming fast…
Nobody knows what the price of anything should be…
I don’t know. You don’t know. No economist knows. No government bureaucrat knows.
There is simply no way to set reliable, meaningful prices for goods and services except through free trade in fair and open markets.
If you want to know what happens when government tries to take the market’s place, just look at Venezuela. That country is one of the most egregious examples of government-directed price controls in modern history.
Despite the oil boom of the early 2000s, basic foods like milk, eggs, sugar, cooking oil, and pasta were nonexistent on store shelves. When they became available, they were rationed, and long lines formed to buy them. Buyers had their hands stamped to prevent them from buying more than they were rationed.
In 2011, former president Hugo Chávez created the National Superintendent of Fair Costs and Prices (“SUNDECOP”). The organization’s purpose was to set prices across all parts of the economy. It monitored cost structures of companies and determined what prices they had to charge and how much profit they were allowed to make. It initially set prices for 19 product categories starting in 2012.
If a business violated government prices, it was subject to fines, asset seizures, and nationalization. The price controls expanded over time to cover most goods and services.
As if that weren’t enough, Chávez’s hand-picked successor, Nicolás Maduro, made things even worse. He sent the military into electronics stores to enforce discounted pricing, claiming, like every other misguided socialist fool, that he was cracking down on an “economic war” of spiraling prices.
His 2014 Fair Costs and Prices Law made selling regulated goods at unregulated prices and a host of other ill-defined crimes – including hoarding, speculation, boycott, and usury – punishable by imprisonment. Imagine going to jail for charging more than government prices.
You likely already know the consequences of all those price controls: chronic shortages of basic goods… long lines at supermarkets and other stores… a thriving black market… collapsing domestic production… and hyperinflation that eventually exceeded 10 million percent – rendering government prices completely meaningless. Companies stopped producing goods they couldn’t sell profitably, making shortages even worse.
That’s what happens when anything but free trade in fair markets sets prices. A market price is made up of the decisions of all the individuals and companies that buy and sell a particular product. There is simply no way any person, committee, or organization can replicate the hopelessly vast and complex myriad decisions.
Austrian economist Friedrich Hayek cut to the core of the issue when he wrote in The Fatal Conceit: The Errors of Socialism:
The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design.
I (Dan Ferris) have said it before, but it bears repeating. Humans didn’t create markets. Markets are what happen when humans decide to coexist peacefully. We’re in markets the same way fish are in water. Folks like Chávez and Maduro are like sharks trying to control the tides. It simply can’t be done.
If you leave the market alone, prices become reliable signals of what consumers and investors want and don’t want.
But there’s an even larger, ongoing price-control operation than Venezuela…
It’s being run by the U.S. Federal Reserve.
Interest rates are prices too. They tell you how much it costs a particular government, company, or individual to borrow money for a certain period of time.
The Fed controls short-term interest rates through its benchmark federal-funds rate (currently 3.5% to 3.75%), but not by decree. Instead, it pushes rates into its target range by buying and selling U.S. Treasury (and sometimes mortgage-backed) securities.
The Fed reacts to inflation and other data and generally targets lower rates when it believes economic activity is slowing. It targets higher rates when it believes economic activity is rising. That’s what Chávez’s bureaucrats at the SUNDECOP did. They monitored business activity and pretended to know what prices to set based on their observations.
Just like SUNDECOP, the Fed pretends it’s the market. It substitutes its judgment for the unfathomably vast number of inputs and actions of millions of market participants. And, of course, U.S. central bank bureaucrats can no more get it right than Venezuelan bureaucrats.
Fed policy contributed to huge stock market bubbles in 1929 and 1999 to 2000, along with the housing bubble that peaked in 2006 and nearly wrecked the global economy, and probably a dozen other economic calamities over the past century or so.
To sidestep Fed policy and get a clearer picture of economic reality, investors need only check with the real market – the vast global network of investors and traders who buy and sell U.S. long-term Treasury securities.
The Fed doesn’t manipulate long-term rates…
The 10-year and 30-year Treasury rates are set by a vast, global market. When people say, “the bond market doesn’t lie,” it’s the longer end of the curve they’re talking about – the market’s verdict, not Fed policy.
The 30-year yield blipped above 5% on May 4 and quickly retreated. But on May 12, it exceeded 5% again and has been in a solid uptrend since then.
If you’re a daily consumer of financial news, you’ve probably noticed the concerns of a growing chorus of analysts. I’ve seen it getting more and more attention over the past week or so.
That’s because the 30-year yield hasn’t traded consistently above 5% since August 2002. It went above 5% a couple of times over the past three years (October 2023 and May 2025). But it didn’t remain above that level.
Three important conditions suggest it will remain above 5% this time… and possibly head higher.
The first is oil.
Since March 12, global benchmark Brent crude oil has mostly been $100 per barrel or higher. The market doesn’t seem worried about $100 oil. But I bet it starts getting a lot more worried when oil hits $120 or more.
As I told Ferris Report subscribers this month, since the Iran war started, thousands of oil wells representing as much as 10 million barrels per day have been shut down in the Middle East. Many will never be restarted.
Without getting too deep in the weeds, you can’t shut an oil well on and off like a kitchen faucet. When you shut it off too fast – say, because someone has started dropping bombs on your country – various types of chemical and geologic processes take place that can – and in many cases will – result in a permanent loss of the wells.
Oil prices will be higher for longer. That will weigh on inflation data, and the bond market will continue to notice, which will keep rates higher for longer.
The second reason I think the 30-year yield will remain above 5% is that the major inflation benchmarks have all remained solidly above the Fed’s 2% inflation target since March 2021.
They’ve also all moved higher over the past two months, with Consumer Price Index inflation at 3.8% in April and Core Personal Consumption Expenditures (the Fed’s preferred measure) at 3.2%.
Inflation is always the prime suspect behind big moves up in government bond yields. Yields go up when investors sell bonds because they don’t want to lose purchasing power by holding an instrument that pays a fixed level of income.
The third reason the 30-year yield will likely stay higher for longer is printed for all to see in the minutes of the April Fed meeting. They indicate a clear bias toward raising rates.
The minutes twice noted that most of the Fed’s 19 policymakers (“participants”) were adjusting their inflation expectations higher:
The vast majority of participants noted an increased risk that inflation would take longer to return to the Committee’s 2 percent objective than they had previously expected.
In the minutes’ only other mention of the majority of policymakers, rate hikes (“policy firming”) were mentioned explicitly, along with regrets about previously stating a bias toward rate cuts:
A majority of participants highlighted, however, that some policy firming would likely become appropriate if inflation were to continue to run persistently above 2 percent. To address this possibility, many participants indicated that they would have preferred removing the language from the postmeeting statement that suggested an easing bias regarding the likely direction of the Committee’s future interest rate decisions.
They also noted a risk I’ve mentioned before: that the Iran war could last longer than expected, and even if it ended tomorrow, higher oil prices are here to stay.
Bottom line: Fed policymakers see inflation rising, and they’re becoming hawkish. That means they’re more likely to raise rates than cut them or leave them unchanged.
These conditions are happening simultaneously with massive – and climbing – U.S. debts and large fiscal deficits…
Besides its verdict on inflation, the 30-year bond yield is also a running commentary on the U.S. government’s fiscal credibility.
A 30-year bond takes roughly one generation to pay off. So when its yield rises, the market is saying that, even if it doesn’t think the government will spend and borrow too much in the short term, it doesn’t trust it to curb either of those habits in the long term.
The 30-year bond is almost like a stock, meaning it’s far more volatile than short-term bonds. A 90-day Treasury bill will barely fluctuate at all in price. But a 30-year or other long-duration bond can see its price drop 50% or more as the years go by.
If you have iron discipline, never touch your principal, and the bond gets paid off on schedule, you’ll lose nothing in nominal terms (though you’ll likely lose badly in inflation-adjusted terms). But it’ll be a wild ride until then.
Because of its stock-like price movements, a 30-year bond also prices in extreme risks like, oh, I don’t know… wars, regime changes, and geopolitical shocks. When things are bad, it sells off and yields rise.
In other words, with all that’s happening right now, of course the 30-year bond is back above 5%. Nobody should have expected otherwise.
Putting a finer point on it, all three of the conditions we highlighted – high oil, inflation numbers, and growing Fed hawkishness – have been exacerbated by the same simple truth…
The Iran war is the biggest oil-market disruption in history…
It’s not just an oil shock. As I told Ferris Report subscribers in the May issue (which came out on Wednesday), the Iran war is a massive reset to the global manufacturing industry. I expect it to influence the rest of my recommendations for 2026, and possibly into 2027 and beyond.
I believe folks will still be talking about it 20 years from now, just like they were still talking about the 1973 oil shock in 1994. That year, the Chicago Fed published an essay called “The 1973 Oil Crisis: One Generation and Counting.” It begins by noting a sharp rise in oil prices in the first half of 1994, which generated headlines evoking a return to the era of high oil prices.
That’s like our view of the great financial crisis today. It happened 18 years ago, but we’re still looking for signs that another crisis is right around the next bend. And 18 to 20 years from now, we’ll look back on the Iran war the same way. It’ll shape our world for decades to come.
But it’s not all bad news…
Just as the 1970s inflation and oil shocks generated substantial profits in oil and mining stocks, the Iran war has created opportunities in dozens of companies.
I’m finding stocks that have started uptrends, but whose latest financial results have yet to reflect the Iran war’s higher oil and other commodity prices. I expect most of those big changes to happen by the end of the year. Some companies will suffer big losses. Others will see large increases in net income and free cash flow.
For example, the newest Ferris Reportrecommendation logged a large net loss in 2025, but I expect it to make a substantial profit in 2026, due almost entirely to Iran-war-related rises in commodity prices. It’s a market-dominating producer of one of the most critical commodities in the global economy (one hardly anybody mentions anymore).
While the details are for Ferris Reportsubscribers only, I can tell you it makes one of the four critical ingredients of modern civilization: ammonia (fertilizer), steel, cement, and plastics. Our modern lifestyle is simply impossible without these ingredients, and they all require large amounts of fossil fuels like oil and natural gas, either for feedstock or as fuel to generate large amounts of heat.
Ferris Report subscribers can find my latest issue here. And if you don’t already subscribe to The Ferris Report, click hereto learn more.
And that’s just one opportunity. I’m working from a list of more than a dozen industries, each with perhaps half a dozen companies that have already been – or will be – impacted by commodity-price increases and the dramatically reduced shipping traffic through the Strait of Hormuz.
The opportunities are coming at me almost too fast to vet them all, a problem I haven’t had in a while.
I expect 2026 to be an incredibly high-return year for investors who can focus on all the ways the Iran war is reshaping global markets.
Marc Chaikin has already found some of the biggest stock winners in history. But now, he’s working with master trader Jonathan Rose to find similar moves in a fraction of the time. We’re talking about days… or maybe even hours. On Thursday, May 28 at 8 p.m. Eastern time, these two financial legends will unveil the full method for the first time. Click here to register.
New 52-week highs (as of 5/21/26): Arm Holdings (ARM), Alpha Architect 1-3 Month Box Fund (BOXX), Datadog (DDOG), Linde (LIN), Plains All American Pipeline (PAA), Palo Alto Networks (PANW), State Street SPDR Portfolio S&P 500 Value Fund (SPYV), and State Street SPDR S&P Semiconductor Fund (XSD).
One quick note before the mail: We are off Monday for Memorial Day, and the U.S. markets will be closed. Following this weekend’s Masters Series, we’ll pick things up with our daily fare on Tuesday.
In today’s mailbag, feedback on yesterday’s Digest, which covered Nvidia’s latest earnings report and market reaction… Do you have a comment or question? As always, e-mail us at feedback@stansberryresearch.com.
“Lots of people used to say Tesla was extremely over valued and was too expensive. Now it’s Nvidia.” – Subscriber Richard R.
Good investing,
Dan Ferris Medford, Oregon May 22, 2026
Stansberry Research Top 10 Open Recommendations
Top 10 highest-returning open stock positions across all Stansberry Research portfolios. Returns represent the total return from the initial recommendation.InvestmentBuy DateReturnPublicationMSFT Microsoft11/11/101,383.9%Retirement MillionaireMSFT Microsoft02/10/121,356.0%Stansberry’s Investment AdvisoryCIEN Ciena10/20/22874.7%Stansberry Innovations ReportGOOGL Alphabet12/15/16854.9%Retirement MillionaireADP Automatic Data Processing10/09/08845.8%Extreme ValueBRK.B Berkshire Hathaway04/01/09772.1%Retirement MillionaireALS-T Altius Minerals03/26/09670.2%Extreme ValueWRB W.R. Berkley03/15/12627.0%Stansberry’s Investment AdvisoryLITE Lumentum04/15/21588.7%Stansberry Innovations ReportSII Sprott01/11/18582.3%Extreme Value
Please note: Securities appearing in the Top 10 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the model portfolio of any Stansberry Research publication. The buy date reflects when the editor recommended the investment in the listed publication, and the return shows its performance since that date. To learn if a security is still a recommended buy today, you must be a subscriber to that publication and refer to the most recent portfolio.
Top 10 Totals3Extreme ValueFerris3Retirement MillionaireDoc2Stansberry Innovations ReportEngel2Stansberry’s Investment AdvisoryPorter
Top 5 Crypto Capital Open Recommendations
Top 5 highest-returning open positions in the Crypto Capital model portfolioInvestmentBuy DateReturnPublicationBTC/USD Bitcoin11/27/181,963.3%Crypto CapitalWSTETH/USD Wrapped Staked Ethereum12/07/181,769.8%Crypto CapitalONE/USD Harmony12/16/191,006.5%Crypto CapitalPOL/USD Polygon02/26/21641.0%Crypto CapitalQRL/USD Quantum Resistant Ledger01/19/21404.1%Crypto Capital
Please note: Securities appearing in the Top 5 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the Crypto Capital model portfolio. The buy date reflects when the recommendation was made, and the return shows its performance since that date. To learn if it’s still a recommended buy today, you must be a subscriber and refer to the most recent portfolio.
Stansberry Research Hall of Fame
Top 10 all-time, highest-returning closed positions across all Stansberry portfoliosInvestmentDurationGainPublicationNvidia (NVDA)^*5.96 years1,466%Venture Tech.Microsoft (MSFT)^12.74 years1,185%Retirement MillionaireCiena (CIEN)^3.57 years1,183%Innovations ReportEngelInovio Pharma. (INO)^1.01 years1,139%Venture Tech.Rocket Lab (RKLB)^2.35 years1,034%Venture Tech.Seabridge Gold (SA)^4.20 years995%Sjug Conf.Lumentum (LITE)^5.09 years851%Innovations ReportEngelBerkshire Hathaway (BRK-B)^16.13 years800%Retirement MillionaireIntellia Therapeutics (NTLA)1.95 years775%Amer. MoonshotsRite Aid 8.5% bond4.97 years773%True Income
^ These gains occurred with a partial position in the respective stocks. * Editor Dave Lashmet closed the first leg of this Nvidia position in November 2016 for a gain of about 108%. Then, he closed the second leg in July 2020 for a 777% return. And finally, in May 2022, he booked a 1,466% return on the final leg. Subscribers who followed his advice on Nvidia could’ve recorded a total weighted average gain of more than 600%.
Stansberry Research Crypto Hall of Fame
Top 5 highest-returning closed positions in the Crypto Capital model portfolioInvestmentDurationGainAnalystBand Protocol (BAND)0.31 years1,169%Crypto CapitalTerra (LUNA)0.41 years1,166%Crypto CapitalPolymesh (POLYX)3.84 years1,157%Crypto CapitalFrontier (FRONT)0.09 years979%Crypto CapitalBinance Coin (BNB)1.78 years963%Crypto Capital
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Insights, trends, and perspectives shaping today’s investment landscape.
RJ Hamster 