Trump's reelection has breathed new life into the country and renewed hope for everyday people.
However, Porter Stansberry and Brad Thomas believe this is false hope, and a “Trump Reset” could leave millions of Americans reeling.
The Teaser
Trump and his close team of advisors developed an economic plan well before the election, but have never publicly revealed it.
“Politically homeless,” Porter Stansberry requires no introduction on the Green Bull, and neither does “Trump Loyalist” and 30-year commercial real estate vet, Brad Thomas.
We previously covered Porter's 2024 “Little-Known Strategy for the Coming Credit Crisis,” among many others, and Brad's Secret Biden Stock teaser.
There's no official record of Trump's plan, and most journalists, pundits, and even MAGA supporters have it all wrong.
The heart of the plan is what Treasury Secretary Scott Bessent called “rebalancing the economy.”
See, America is currently going through its “dark age.”
In the 21st century, only two in ten say they trust the government. At the same time, the size of the federal government has never been larger, employing more people than any other organization, who administer thousands of federal rules and regulations.
At the end of 2023, the Code of Federal Regulations (CFR) contained more than 185,000 individual regulations.
The cherry on the awful cake is a $37 trillion national debt and a depreciating fiat dollar.
Changes are needed, and they are coming.
A Controlled Demolition
Trump has a plan to usher in America's “golden age,” but the road to the promised land may not be pretty. It may be riddled with potholes and dead ends.
No matter which way you slice the bologna sandwich, the country will have to go through some hard times, regardless of who is in charge or what their policies are.
Trump and his team understand this as well as anyone, so they devised a plan to front-run the inevitable crash.
They are doing this by taking a page out of Ronald Reagan's playbook and doing a controlled demolition, rather than risking an uncontrolled collapse later.
Both Porter and Brad are on board with this line of thinking and commend Trump for “having the balls to do it.”
The fallout will be massive, but so will the wealth it creates.
The Pitch
Porter's team has put together a new investment briefing called Trump’s Secret Stocks.
The six names contained inside could have the potential to deliver significant returns over the next four years, and the only way to get them is with a subscription to The Big Secret on Wall Street financial advisory service.
For a limited time, we can join for $199 for the first year, normally $1,425, and we'll also get a free year of Brad Thomas's Wide Moat Letter as a bonus.
What is an Economic Reset?
Unlike a recession or depression, a reset is a fundamental change to the economic system that has dominated for the last 80 years.
This means deregulation instead of overregulation. Think DOGE and eliminating entire federal agencies, like the Department of Education.
Affordable and reliable energy instead of subsidized renewable energy.
Tax cuts instead of progressive taxation.
Fair trade instead of trade deficits.
Last, but not least, a strong US dollar (eventually), backed by sovereign wealth.
All of these sweeping initiatives are being implemented early in Trump's second term to preempt any potential fallout, as Porter and Brad suggest, and allow enough time for a recovery before the next election cycle in 2028.
It doesn't sound like a bad plan, except for the *possible colossal financial losses that may occur along the way.
For some context, two things have historically happened to stocks in every economic reset or transition period:
- The winners of the past 10-20 years got crushed
- A new group of companies emerges that makes early investors rich
The way to make it to the other side, then, is clear – go where the money is flowing…into some little-known companies backed by Trump’s inner circle and powerful supporters.
Stansberry's Secret Trump Stocks
Porter and Brad's video presentation (with no playback control) was 64 minutes long.
In that time, we got some decent clues about “Trump's Secret Stocks.”
The Left-For-Dead Oilfield
- Hidden in the heart of America’s clean energy capital is one of the nation’s most valuable oil fields.
- It used to produce 20 million barrels of oil a year because of massive reserves and low production costs, but it hasn't produced anything for a decade due to the state's restrictive energy policies.
- The oilfield is about to be resurrected by the Texan who bought it, who is also one of Trump’s biggest backers.
The deeper I dig, the more this sounds like Sable Offshore Corp. (NYSE:SOC).
- Sable owns the Santa Ynez Unit on California's Santa Barbara coast, which was formerly a producing property owned by Exxon Mobil, and which it is trying to revive.
- The company is controlled by its Chairman and CEO, James Flores, who owns 12% of the stock, is based in Houston, and is a confirmed Trump backer, going back to his first term.
The Biotech Incubator Supercharged by DOGE
- This is a new type of biotech platform company.
- One of Trump’s most loyal lieutenants owns 10% of its stock.
Porter and Brad are talking about Roivant Sciences Ltd. (Nasdaq: ROIV).
- Roivant is in the business of developing and commercializing new medicines, so it's a healthcare holding company or platform.
- The company was founded by the one and only Vivek Ramaswamy in 2014, and he still owns a substantial stake in the business.
The Healthcare Company Trump Insiders Are Loading Up On
- Another healthcare stock, except this one is founded by the family of Trump’s son-in-law.
- It was built to simplify the entire healthcare insurance process.
This was an easy one due to the first clue: it's Oscar Health Inc. (NYSE: OSCR).
- Oscar was co-founded in 2012 by Josh Kushner, the brother of Jared Kushner, who is married to Ivanka Trump.
- It uses technology to simplify the entire healthcare experience by enabling virtual physician consultations, ordering prescription medicine, and an overall health tracker.
The MAHA Drinks Company
- This stock shot up by 200% following the election.
- It will soon be found in more than 3,000 Wal-Mart stores, but it still trades at only 1x sales.
Zevia Pbc (NYSE: ZVIA) is the pick here.
- From Nov. 5th to the beginning of 2025, ZVIA was up more than 300%.
- Zevia recently announced that it is expanding its Wal-Mart distribution to more than 4,300 stores nationwide, and it trades for just under 1x sales.
The Dirty Energy Company
- All we know about this pick is that it is “critical to AI” and that fund manager David Einhorn owns more than two million shares in it.
Core Natural Resources Inc. (NYSE: CNR) is most likely the “dirty energy” company in question.
- Core became a high-quality, low-cost coal producer following the combination of Arch Resources and CONSOL Energy Inc.
- A quick look at the 13F filings of Einhorn's Greenlight Capital reveals that his second-largest holding is CNR, with 1.4 million shares after reducing his position by 15%.
The Financial Stock owned by Trump’s “man behind the throne”
- Two general clues are given about this final pick. First, this company has lent hundreds of millions of dollars to Trump.
- The stock soared almost 100% in 2024.
Blackstone, Axos Financial, and Apollo Global are all possibilities here. However, based on the second clue, Apollo Global Management Inc. (NYSE: APO) may be the pick.
- Apollo CEO Mark Rowan was in the running to be US Treasury Secretary, and Apollo previously lent money to Jared Kushner's family real estate firm, Kushner Companies, but I wasn't able to find anything about a direct loan to Trump.
- From August 2024 to the end of the year, APO stock was up almost 100%.
Make Your Portfolio Great Again?
That was a LONG teaser, here are my quick thoughts on it all.
On the economic reset: Unless the Federal Reserve Act is amended or scuttled altogether, and the USD is backed by a hard asset, the reset will merely amount to an adjustment.
Sable Offshore: Is currently embroiled in a legal dispute over restarting the Santa Barbara pipeline. It could be a long, tough slog.
Roivant Sciences: Another capital-intensive, low-profit business. Drug development is an awful business from an investor standpoint.
Oscar Health: The company just became profitable as of Q1 2025, so it is trading for an outrageous P/E of 131x. But it is worth adding to your watchlist.
Zevia: We recently covered another teaser that picked this stock. It is not a mass-market product and is also unprofitable.
Core Natural Resources: I like the AI energy angle, and it is reasonably priced at only 8x current earnings with a small annual dividend. The best pick so far.
Apollo Global: Offers direct exposure to assets like real estate, infrastructure, equity in a wide range of businesses, and credit in the same. There are better ways to invest in each.
These six stocks, apart from CNR, will make your portfolio mid again.
Quick Recap & Conclusion
- Porter Stansberry and Brad Thomas say President Trump has a secret plan to reset the economy, and six “Secret Stocks” will be the big winners.
- Trump advisor Brad Thomas believes the heart of the plan is a controlled demolition of the economy, which was due to take place regardless.
- Historically, in every economic downturn, a group of small companies emerges that makes early investors rich. Porter's team has put together a new investment briefing on these called Trump’s Secret Stocks. A $199 subscription to The Big Secret on Wall Street financial advisory service is needed to access it.
- The video presentation (with no playback control) was 64 minutes long, but it dropped enough clues to reveal “Trump's Secret Stocks” for free. They are Sable Offshore Corp. (NYSE:SOC), Roivant Sciences Ltd. (Nasdaq: ROIV), Oscar Health Inc. (NYSE: OSCR), Zevia Pbc (NYSE: ZVIA), Core Natural Resources Inc. (NYSE: CNR), and Apollo Global Management Inc. (NYSE: APO).
- A mixed bag of unprofitable businesses, overvalued stocks, and private equity. The best of the bunch is CNR, from a growth and valuation standpoint.
Would you accept some short-term pain if it meant long-term economic gain for America? Tell us in the comments.