From our partners at Porter & Company Take a look at this rock … 
It might not look like much… But what's hiding inside of this ordinary looking rock represents an $8 to $16 trillion discovery. And as strange as it sounds, it has the potential to reshape our entire economic landscape… and usher in a new golden age of American dominance… While few people have ever seen one, let alone held one before… In the weeks and months ahead, I believe you'll see pictures of them plastered on every news channel across the country. CNN and Fox Business will be running stories about these rocks … in a 24/7 media blitz. Investors will be piling in like it's the next Nvidia or Bitcoin. And hedge funds will be scrambling to get early exposure. We can already see the early signs of what's to come, with “60 Minutes” calling it a “bonanza." And others saying could be "the beginning of a gold rush," and "a modern-day El Dorado." They’re considered to be more economically important than gold… and gemstones. Which is why a rapidly escalating battle is taking place over control of these stones… All of the world’s economic superpowers… including the USA, China, Russia, Japan, India… and others. They're all scrambling like crazy… trying to acquire as many of these rocks as they possibly can. And I’d be shocked if the biggest tech companies in the world didn’t soon follow suit… Why? Because U.S. national security relies on them… Nvidia needs them to manufacture their GPU’s and AI accelerators… Same with Apple, Tesla, and just about every tech company in Silicon Valley. In other words… This is no ordinary rock. And if you were to crack it open - which I’ll do today - you’d find the secret ingredients necessary for developing 21st century technologies like electric vehicles… As well as our personal devices like smartphones, laptops, and tablets. Green technologies like wind turbines… and solar energy systems. Even advanced military tech like self-guiding missiles, drones, and stealth jets. Without these rocks… and the secrets hiding within them… none of these technologies would be possible. Which is why the people who can get their hands on them could make millions. Problem is, you can’t… You see, the road this rock took to end up sitting on my desk is nothing short of amazing... a journey that likely started at least 4,000 miles away, in an area halfway between Hawaii and the California coast, in a deep abyssal plain at the bottom of the Pacific Ocean. It had to be dredged up to the surface from bone-crushing depths using highly specialized equipment. Even though they’re potentially worth trillions… practically nobody can source them… Except for a select few companies… And only one of them is publicly traded. A little-known “American-friendly” firm that's developed proprietary technology to mine these rocks from the deepest, darkest depths of the ocean. Not only that, but they've recently secured government backing for what amounts to a near-monopoly over an area the size of Georgia… holding 340 million tons. Right now, they’re still a small-cap company… even though their stock has already begun ripping higher… up around 160% since late April. I’ll tell you the name and ticker symbol here… But here's what you need to understand… This trillion-dollar discovery represents just one small piece of a much larger story. It’s a tangible symbol of a seismic shift happening right now that could completely transform America's economic landscape. What I've uncovered through months of investigation is that we're witnessing the early stages of what could be a significant modern wealth-creation event. An event I’m calling “America’s Resource Renaissance." A systematic dismantling of decades-old barriers that have kept trillions of dollars of natural wealth locked away from the American people. From the Alaskan wilderness to the Nevada desert... from the mountains of Wyoming to the deepest depths of the Pacific Ocean... a new era of American prosperity is dawning. A natural resource boom… right here on American soil… bigger than anything we’ve experienced over the past 100 years. As someone who has navigated the financial markets for nearly three decades – accurately predicting the rise of the internet economy and the Obama-era Shale boom – I recognize the patterns that precede massive wealth-creation events. What's unfolding now follows a historical pattern I've studied extensively – one that has consistently created substantial wealth for those positioned correctly. And while the historical parallels are not indicative of future results, I tend to track these parallels closely. Most people will miss the chance to build real, lasting wealth… because they’ve never seen anything like what could unfold in the near future. They won’t understand how “America’s resource renaissance” will change politics moving forward. They won’t understand the impact this will have on our economy. Most people will miss out entirely. Don’t be one of them. Watch this now before it’s too late.
Just For You Homebuilding Headwinds Putting These 3 Stocks Under PressureWritten by Dan Schmidt 
Key Points - The housing market has struggled as high prices and mortgage rates continue to crowd out buyers.
- Homebuilding stocks continue to face significant headwinds due to tariffs, immigration crackdowns, and hesitant customers.
- These three stocks may struggle to keep pace with the market if these trends persist.
The S&P 500 has experienced a broad rally over the last three months, but not every sector has participated in the uptrend. In fact, some sectors have been struggling in the face of stiff headwinds from regulators and macroenvironmental factors. Homebuilders have yet to join the market rally because the housing market remains stifled by high mortgage rates, rising construction costs, and a price growth contagion emanating out of previously hot markets. Today, we’ll examine the myriad factors putting pressure on housing stocks and three companies investors might want to avoid while their margins are being threatened. Multiple Factors Putting Pressure on Homebuilder Margins - Tariffs on Construction Materials: Steel, copper, and lumber tariffs continue to weigh heavily on homebuilders, and President Trump’s latest tariff on copper hasn’t even gone into effect yet (although that didn’t stop copper prices from jumping 2.5% on the announcement). Rising input costs exacerbate the affordability crisis, keeping prospective homebuyers in their rentals for longer as prices continue to increase. Some notable year-over-year (YOY) cost increases include fabricated steel plates (13.6%), metal molding and trim (15.1%), softwood lumber (18.9%), and machinery equipment and parts (24.2%). With home prices already near all-time highs and mortgage rates showing no signs of abating, homebuilders must either pass on these expenses and risk fueling even higher prices or absorb them and face margin reductions. Neither option is currently desirable for this sector.
- Persistently High Mortgage Rates: The 30-year fixed-rate mortgage has remained stubbornly elevated, fluctuating between 6.5% and 7% for the better part of two years. This number is a far cry from the 2.67% rate homebuyers saw in December 2020, when the COVID-19 pandemic was at its peak and the Fed had dropped rates to near zero to protect the economy. The Federal Reserve’s Housing Affordability Index (HAI) sits at 97.5, meaning that median household income is below the threshold required to afford a median-sized home with a 20% down payment. Don’t count on the Fed coming to the rescue here either; mortgage rates are higher today than when the cutting cycle began.
 - Immigration Crackdown: The Trump administration’s aggressive immigration crackdown could have a chilling effect on the construction labor market, especially in the South and Midwest, where undocumented immigrants make up a large portion of the workforce. In states close to the border like California and Texas, immigrant employees often comprise more than 40% of the workforce. A labor shortage can hinder homebuilders by delaying projects and increasing costs, as employers are compelled to pay higher wages to attract workers.
- Declining Home Prices in Several Major Markets: Home prices grew by 2.7% in April, marking the slowest month for housing price growth since the summer of 2023. In June, home prices retracted 0.1% month-over-month, with several formerly booming markets like Austin, Dallas, Tampa, Orlando, Phoenix, and San Diego. The Northeast isn’t immune, as Washington, D.C., saw declining home prices in June.
3 Stocks That Could Suffer in These Market Conditions You might have read that last section and thought, “Well, other than that, Mrs. Lincoln, how was the play?” However, homebuilder headwinds continue to intensify as consumers expect high prices and elevated mortgage rates to persist longer than initially anticipated. D.R. Horton Inc. (NYSE: DHI) boosted the sector this week by beating top and bottom line earnings expectations, but the numbers still shrank year over year, and this brief bump could be a good exit point for the following three companies. NVR: Apprehension Ahead of Earnings NVR Inc. (NYSE: NVR) comprises three brands: Ryan Homes, NVHomes, and Heartland Homes, which focus on detached homes, condominiums, and townhouses. It operates in 18 states, including the Midwest and Southeast, where prices have recently shown weakness. It also has a significant presence in D.C., which experienced a slowdown in June. NVR runs an asset-light business model by outsourcing land development, but it also remains at the mercy of developers passing on tariffs. New immigration restrictions will also affect NVR’s subcontractors, and the company will likely need to increase wages to compensate. NVR posted a significant EPS miss in its Q1 2025 earnings report, and analysts are expecting more YOY declines in this week’s Q2 report. Lennar: High-Volume Strategy Under the Microscope Lennar Corp. (NYSE: LEN) focuses on a high-volume operation, which leaves it vulnerable to macro and regulatory pressures. Since Lennar’s strategy requires a high number of homes to be built and sold each year, any type of disruption can severely hurt margins and cause a cascade of delays. Tariffs can be especially damaging to high-volume sellers like Lennar, as the company‘s ability to fully pass these costs onto buyers is limited by splintered demand. LEN shares soared 8% following the DHI earnings release, but this sympathy rally could be short-lived as Lennar’s Q2 earnings report showed a 4.4% drop in YOY revenue, and the stock is still down nearly 13% in 2025. KB Homes: Clientele Most Vulnerable to Price Pressure KB Home Inc. (NYSE: KBH) specializes in land development and housing for first-time buyers or first-time move-up buyers, which is, unfortunately, the customer base most likely to feel the sting from high prices and mortgage rates. The company’s Built To Order strategy offers unique customization and a personalized experience; however, this model may struggle with the HAI under 100, as customization matters less to buyers than affordability. KBH has also already reported Q2 earnings, and saw revenue drop an eye-popping 10.5% YOY. Several analysts dropped their price targets following the June release, including Wells Fargo and Barclays, which cut their price estimates below the current market price.
| 
