WASHINGTON—President Donald Trump spoke at the annual National Prayer Breakfast at the Washington Hilton on Feb. 5, where he touted his efforts to protect Christians around the world and to…
President Donald Trump said he would donate to charity any proceeds from a $10 billion lawsuit he recently filed against the IRS over what his lawyers say was an unauthorized…
New York City Mayor Zohran Mamdani has endorsed New York Gov. Kathy Hochul for reelection as she faces a primary battle with her second-in-command. Mamdani announced the endorsement in an…
Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0
On July 17th, the House passed the GENIUS Act.
But according to Rep. Marjorie Taylor Green, it’s a bill that contains“the entire setup, groundwork and infrastructure to move from cash to digital currency.”
Goldco, 24025 Park Sorrento, Suite 210, Calabasas, CA, 91302, United States
If you no longer want to receive these emails, you may Unsubscribe Here or submit your request to: 24025 Park Sorrento, Suite 210, Calabasas, CA 91302
More Reading from MarketBeat Media
Defense Spending Is Rising—Here Are 3 Stocks Built for Turbulent Times
By Dan Schmidt. Posted: 1/21/2026.
Article Highlights
The Trump administration announced plans to increase defense spending to $1.5 trillion in 2027, up from $900 billion in 2026.
In an increasingly uncertain world, investors are turning to safe havens like precious metals, but defense stocks can also be good investments while the global picture becomes volatile.
These three large-cap stocks are well-positioned to profit from an increased Pentagon budget and geopolitical uncertainty.
We’re only three weeks into 2026, but it already feels like Billy Joel can add another verse to We Didn’t Start the Fire:
It could be in your 401(k) anchoring your portfolio.
But our independent Weiss Ratings, which have correctly called nearly every major financial event of the 21st century, just slapped this popular stock with a “SELL”.
It’s an uncertain time; safe-haven assets like gold and silver are making new all-time highs. In turbulent periods, defense stocks can also serve as a refuge for capital — a dynamic that strengthened when the Trump administration announced plans to increase defense spending to $1.5 trillion in 2027.
3 Companies That Benefit From a Bolstered Defense Budget
If the defense budget rises to $1.5 trillion in 2027, much of that money will flow to large-cap companies in the aerospace and defense sector. Here are three firms that should win substantial Pentagon contracts moving forward.
Lockheed Martin: A Capital Compounder Back in Action
Lockheed Martin Corp. (NYSE: LMT) has had a rough few years, but it remains the undisputed leader in U.S. defense contracting and has expanded its global footprint, becoming an indispensable partner for many NATO countries.
The company runs the U.S. F-35 fighter program and delivered a record 191 F-35 Lightning II aircraft in 2025. Fulfilling nearly 200 deliveries to a variety of global customers (including Denmark and Italy) shows the production line can handle increased output of complex designs.
Lockheed has also ramped up production of its PAC-3 MSE missile defense system, targeting 2,000 units per year. Military hardware typically carries lower margins than software businesses like cybersecurity or AI, but a $1.5 trillion defense budget would likely prioritize expensive hardware — planes, ships, and missiles. Lockheed already boasts a backlog of nearly $180 billion, and its valuation and dividend yield make it appealing for both income and potential price appreciation.
The company trades at about 21x forward earnings, cheaper than many large-cap peers such as L3 Harris Technologies Inc. (NYSE: LHX) and RTX Corp. (NYSE: RTX). The dividend yields 2.37%, and Lockheed has raised payouts for 22 straight years; however, the payout ratio of roughly 77% is higher than ideal for a business facing rising materials costs.
LMT shares are off to a strong start in 2026, rising more than 20% in less than three weeks. Technical traders likely noticed the breakout unfolding in December: the price moved above the 50-day and 200-day simple moving averages (SMAs) just as the Moving Average Convergence Divergence (MACD) began to show bullish momentum. Lockheed reports Q4 2025 earnings on Jan. 29, and another quarter like Q3’s top- and bottom-line beat could push shares higher.
Boeing: Finally Pulling Its Weight Again in the Duopoly
For several years, Boeing Co. (NYSE: BA) was a stock investors watched warily from a distance.
The company fell behind its European competitor, Airbus SE (OTCMKTS: EADSF), and a series of scandals and leadership changes made Boeing largely uninvestable. Its reforms now appear to be progressing: Boeing expects to deliver 52 737 MAX aircraft per month by the end of 2026.
Expanding production is crucial to working through a backlog that exceeds $600 billion (including about $76 billion in the defense segment). Boeing reported narrower-than-expected year-over-year losses in its Q3 2025 earnings report, and it will report Q4 results on Jan. 27.
Boeing still has a suspended dividend and a strained cash-flow profile, so investing in BA remains somewhat speculative. That said, technical signals suggest the speculative case is gaining traction: a December Death Cross looks to have been a false alarm, the MACD is showing rising bullish momentum, and a Golden Cross on the 50-day and 200-day SMAs is now imminent.
Boeing hasn’t made a new all-time high since February 2019 and would need to gain more than 80% from current levels to reach that peak. However, the stock has sustained upward momentum for the first time in years, and an expanded defense budget should help it return to positive earnings.
Leidos Holdings: High-Margin Products for a Modernized Pentagon
A roughly $25 billion market cap is sizable, but it still pales compared with giants like Lockheed or Boeing. Why Leidos? Because it sits at the forefront of modern defense technology, using AI to develop cybersecurity and cloud solutions for an increasingly digitized Pentagon.
The company landed a $455 million contract with the Air Force to provide cloud computing for the Cloud One program, and its cybersecurity and AI-enabled counterterrorism software align with many high-priority Pentagon initiatives.
Leidos trades at about 18x forward earnings and 1.49x sales — a moderate valuation for a company selling some of the highest-margin products to the Department of Defense. The chart in this article also shows bullish technical signals despite recent volatility.
The stock is back above the 50-day SMA after a two-month bear trap and may be using that level as support again. The Relative Strength Index (RSI) is trending higher and still has room before reaching overbought territory.
In ancient Egypt, when a beloved pet cat died, the entire household would immediately shave off their eyebrows as a sign of mourning. But here’s the bizarre part: they used their eyebrows as a natural grief timer. The family remained in official mourning until their eyebrows fully grew back, which took several months. Only then was the mourning period considered complete and normal life could resume. Wealthy Egyptian families took cat worship so seriously that they mummified their cats and buried them in elaborate tombs with treasures for the afterlife. Some pharaohs were even buried with dozens of mummified cats to ensure eternal companionship!
Trouble viewing email? Click here You are subscribed to this newsletter as: peterhovis@icloud.com
SHOP ONLINELEARN MOREMORE PROMOTIONSSwing by the 19th Hole at Curaleaf Scottsdale from Feb. 3rd – Feb. 8th, 10am – 7pm and tee up the ultimate WMO week. PAR-TEE with your favorite brands and enjoy up to 50% off top-shelf picks made for celebrating on and off the course. Showing a WMO wristband? You’ll score 40% off your purchase – now that’s a hole-in-one.
Round up your foursome, make Curaleaf your clubhouse stop, and keep the good vibes rolling all week long. Swing by and play your best round yet.
But it can unlock the tools that smarter investors are already using to move faster, stay ahead, and trade with confidence.
Here’s what you get when you grab MarketBeat All Access for just $5 (for the full month of February):
Instant alerts when your stocks move When your stocks move, you know immediately. Price changes, volume spikes, analyst upgrades. No waiting. No guessing.
A.I.-powered stock analysis Our A.I. tools scan the market looking for opportunities you might miss. It is data-driven and objective, built to surface signals, not hype.
Analyst ratings & price targets See what Wall Street thinks about your stocks in one place. Upgrades, downgrades, and target changes without bouncing between sources.
Portfolio monitoring Track everything in one dashboard. See what’s working, what isn’t, and where your money is actually going.
Here’s the only catch: this offer disappears after February. You’ve got a limited window to test-drive the tools top investors use daily.
You’ve got $5. You’ve got five weeks. Let’s make ‘em count.
Laycee Kluin Marketing Strategist, MarketBeat
P.S. You can cancel anytime. No contracts. No pressure. Just five weeks to decide if it earns a spot in your investing routine. Click here to upgrade for only $5.
Thank you for subscribing to MarketBeat!
MarketBeat empowers everyday investors to make better trading decisions by offering up-to-the-minute financial information and independent market research.
If you need assistance with your subscription, don’t hesitate to email MarketBeat’s South Dakota based support team at contact@marketbeat.com.
The best relationships encourage your growth, not your smallness. Surround yourself with people who want to see you soar, not stay stuck.CHOOSE GROWTH TOGETHER
You’re always one blessing away from a brighter day… and a bigger life. May these stories, affirmations, prayers, and insights lift your spirits and inspire you to lift others.
Good News For Our Portfolio And A Positive Signal For The U.S. Economy
This is the free version of Complete Investor, which provides analysis and insights. Paid subscribers get access to the full issue, including investment recommendations with buy-up-to prices, a real-time portfolio, and more. Click here for details.
Energy was our top investment theme entering 2026, and we haven’t been disappointed.
The broad energy sector – as tracked by the State Street Energy Select Sector SPDR ETF (XLE) – broke out to an all-time high in January. And our Complete Investor energy recommendations have performed well, up an average of 13% year-to-date (“YTD”) versus a decline of around 1% in the S&P 500.
But energy isn’t the only notable outperformance YTD. As market darlings like technology and software stocks have cooled off or worse – see our update on customer-management platform Salesforce (NYSE: CRM) below – there has been a rotation into stocks in less popular sectors and industries like materials, industrials, transportation, and consumer staples, all of which have also broken out to all-time highs this year.
For the first time in years, we’re seeing significant outperformance in “real economy” stocks – those that produce tangible goods and services – that have been largely forgotten during the Big Tech and AI boom. This week’s list of 52-week highs includes such “boring” names as Coca-Cola (KO), Johnson & Johnson (JNJ), FedEx (FDX), and Caterpillar (CAT), as well as several of our favorite Complete Investor Forever Stocks like British American Tobacco (NYSE: BTI), Deere & Company (NYSE: DE), and The Hershey Company (NYSE: HSY).
This is good news for our portfolio, but it’s also a positive signal for the U.S. economy. Unlike the broad market indexes – which due to their heavy market-cap weighting to technology can diverge significantly from the real economy at times – these stocks are more directly tied to economic activity and consumer spending. And while they aren’t necessarily dependent on a strong economy to perform, they tend to do better when the economy is humming along.
Since the COVID-19 pandemic, we’ve heard frequent talk of the “K-shaped” economy. This is the idea that the fortunes of wealthy and higher-income Americans have recovered and improved (the top arm of the “K”), while those of lower- and middle-income earners have deteriorated (the bottom arm of the “K”).
Intuitively, this makes sense. Those at the top have benefited tremendously from higher asset prices over the past several years. They’ve also benefited from the Fed’s aggressive rate hikes, which have allowed them to earn relatively high, risk-free yields by parking excess cash in short-term Treasury bills. On the other hand, those on the bottom – who naturally own far fewer assets – have seen their wages eroded by inflation without the offsetting benefit of higher asset prices. Meanwhile, the Fed’s “higher for longer” interest rate policy has made credit much more expensive and difficult to access.
The net result of this divergence has been an economy that has “muddled along” for the past several years. Growth has remained tepid at best, yet the economy has also continued to defy many economists’ predictions of a recession.
The following chart of the Institute of Supply Management’s (“ISM”) Manufacturing Purchasing Managers’ Index (“PMI”) illustrates this point. As you can see, rather than the sharp V-shaped recovery we’ve seen following previous slowdowns, this indicator of economic activity has remained in slight contraction (below 50 on the chart) for most of the past three years.
But this may finally be changing. Earlier this week, the ISM reported that the PMI moved sharply higher into expansion territory (52.6) in January for the first time since 2022.
While one month does not make a trend – and commentary from purchasing managers suggest at least some of this improvement was due to post-holiday restocking and customers trying to “get ahead” of tariff-related price increases – this report adds further credence to the breakout in “real economy” stocks. It suggests the U.S. economy could be re-accelerating for the first time in years.
Of course, plenty of risks to both the economy and markets remain. The U.S. government’s runway spending shows no signs of slowing. Inflation remains “sticky.” And while the Trump administration has taken some positive steps – via deregulatory efforts and pro-growth initiatives in the One Big Beautiful Bill Act, such as no tax on tips and 100% bonus depreciation for businesses – its aggressive tariff policies are still a significant headwind.
Kevin Warsh, President Trump’s nominee for the next chair of the Federal Reserve, is also a wildcard. Warsh has publicly agreed with the president on lowering interest rates further, arguing that AI-fueled productivity gains will give the Fed room to cut rates without stoking inflation.
However, as Porter explained in a recentDaily Journal, Warsh has also been a harsh critic of the Fed’s quantitative easing (“QE”) programs, and has advocated winding down its “bloated” balance sheet and limiting the central bank’s purchases to short-term Treasury bills in emergencies only.
Warsh still has to be confirmed as chair… and it’s not yet clear to what extent – or how quickly – he would seek to enact this kind of “regime change” at the Fed. But as Porter noted, if Warsh is determined to unwind the Fed’s balance sheet and end the “Greenspan put,” a severe recession may be unavoidable.
For now, we see no reason to make significant changes to our portfolio. We continue to recommend focusing on high-quality companies with attractive valuations and healthy free cash flows that can generate strong risk-adjusted returns in any market environment.
In this issue of Complete Investor, we provide updates on 11 stocks in our recommended portfolio, including three of our favorite property and casualty (P&C) insurance firms, an under-the-radar company poised to return to growth, and a fast-growing e-commerce giant trading at a distressed valuation due to overblown regulatory fears.
If you don’t have access to the full issue below, click here to subscribe to Porter Stansberry’s Complete Investor.
You have received this e-mail as part of your subscription with Porter & Company, LLC. If you no longer want to receive e-mails, unsubscribe here.
Porter & Company, LLC welcomes comments or suggestions at support@porterandcompanyresearch.com. For questions about your account or to speak with customer service, call 888-610-8895 Monday-Friday, 9 a.m.-5 p.m. Eastern time.
Please note: The law prohibits us from giving personalized financial advice.
Disclaimer: Nothing in this email should be considered personalized financial advice. Do not consider any communication between you and Porter & Company, and its employees or writers as financial advice. This work is based on SEC filings, current events, interviews, corporate press releases, and what we’ve learned as financial journalists. It may contain errors, and you shouldn’t make any investment decision based solely on what you read here. Insight is provided to help readers gain knowledge and experience. All investments carry risk. Readers should not trade if they cannot handle a loss and should not trade more than they can afford to lose. Consider consulting with a professional before making investment decisions. Please be aware that by accessing this publication, you acknowledge and agree that Porter & Co. and its editors and affiliates may, at any time, buy or sell securities discussed in this publication without prior notice. This may result in potential conflicts of interest, as Porter & Co., its editors, and affiliates may have a financial interest in the securities mentioned. The views expressed in this publication are subject to change without notice and reflect the personal opinions of the authors and speakers.
By submitting a response or feedback, you hereby grant Porter & Co. the right to use, reproduce, and publish your feedback in any and all marketing materials, including but not limited to online platforms, print advertisements, and promotional content. Your review may be edited for clarity and length, but the substance of your feedback will remain unchanged. Please note that your personal information will be kept confidential and will not be disclosed without your explicit consent. If you have any questions or concerns regarding this agreement, please contact us at support@porterandcompanyresearch.com or to speak with customer service, call 888-610-8895 Monday-Friday, 9 a.m.-5 p.m. Eastern time.
Breaking News Updates – February 05, 2026Rehearsing Control: The WHO Practices For The ‘Next Pandemic’ On the surface, preparedness sounds wise. But prudence becomes something far darker when preparation quietly shifts power away from nations, families, churches, and consciences–and concentrates it in the hands of unelected global authorities. When Machines Begin To Imitate The Image Of God: Humanoid AI Is Coming A humanoid robot unveiled recently in Shanghai is not merely another step forward in artificial intelligence – it is a signal flare for where humanity may be heading. Developed by the Chinese firm DroidUp, the robot known as Moya has captured global attention for one unsettling reason: it does not behave like a machine. A Generation Alone? Nearly Half of Women May Be Single And Child-Free by 2030 By 2030, nearly half of women between the ages of 25 and 44 are expected to be single and child-free. Not delayed. Not undecided. But living outside marriage and motherhood during what has historically been considered the prime years for building a family.
Christians In Canada Fight Back, Stalling Hate Speech Bill – For Now For weeks, a quiet but determined movement has been building across Canada. It hasn’t involved riots, burning streets, or angry mobs. Instead, it has taken shape through phone calls, town halls, petitions, prayer, and persistent civic engagement. And–for now–it has worked.
Turmeric is probably the most well-known food PROVEN to fight inflammation and joint pain.
However, when you combine turmeric with these 5 foods they form a private squad of firefighters in your body that help control the raging flame of inflammation and joint pain.
Not only will the joint pain in your knees, back and hips become a thing of the past but you’ll regain mobility that you haven’t seen in years.
Global marketing spend is massive. The decision-making is sloppy. RAD Intel fixes that.
Global marketing spend crossed $1 trillion in 2025 and is projected to grow another 5%+ in 2026.
That kind of growth makes one thing clear: brands are still paying heavily to be seen — but getting noticed has never been harder. Yet, every year, companies pour money into ads just to stay in front of buyers – with too much of it wasted.
RAD Intel was built to fix that.
It uses AI to read real behavior in real time. How people talk, what they obsess over, and what they ignore – so marketers can see which ideas are likely to work before they pour money into ads. Instead of waiting on post mortem reports, RAD Intel helps brands choose better audiences, better creatives, and better placements upfront, so more of the budget does its job instead of disappearing.
RAD Intel already supports campaigns touching a who’s-who roster of Fortune 1000 brands, delivered 3.5x ROI, 2x sales growth in 2025, with multiple seven-figure contracts locked for 2026 – and it’s only February.
That kind of traction comes from treating ad spend like an investment, not a guess — tightening the feedback loop, cutting what doesn’t perform, and giving more dollars to the ads that actually move the needle.
For investors, RAD Intel’s SEC-qualified Reg A+ is currently open. Shares are available at $0.85 per share.
If you’re watching where marketing dollars are going next — and which American companies are building real infrastructure behind that spend — RAD Intel is worth a closer look while the Reg A+ remains open, for now.
This is a paid advertisement for RAD Intel made pursuant to Regulation A+ offering and involves risk, including the possible loss of principal. The valuation is set by the Company and there is currently no public market for the Company’s Common Stock. Nasdaq ticker “RADI” has been reserved by RAD Intel and any potential listing is subject to future regulatory approval and market conditions. Brand references reflect factual platform use, not endorsement. Investor references reflect factual individual or institutional participation and do not imply endorsement or sponsorship by the referenced companies. Please read the offering circular and related risks at invest.radintel.ai.
This email is never sent unsolicited. You have received this Newsmax email because you subscribed to it or someone forwarded it to you. To opt out, see the links below.
Remove your email address from our list or modifyyour profile. We respect your right to privacy. Viewour policy.
This email was sent by: Newsmax.com 362 N. Haverhill Road West Palm Beach, FL 33415 USA
RJ Hamster 