Dear reader,
This summer, President Trump announced what I believe will go down as his boldest economic move yet...
He calls it a new chapter for the U.S. dollar—one that will trigger an "explosion of growth" and cement America's reserve-currency status for decades to come.
Already, more money is flowing through this system than Visa and Mastercard combined. And adoption is spreading at a pace that took credit cards decades to achieve.
This is not a prediction. It's happening right now, and it already added $40 billion in demand for U.S. Treasury bills.
I believe the ripple effects could be enormous... and very profitable if you know where to put your money right now.
Get the full story here before it's too late.
Regards,
Eric Wade
Senior Editor, Stansberry Research
For True Diversification: 3 Stocks You Can Buy Today
Written by Gabriel Osorio-Mazilli. Published 8/19/2025.
Most investors believe that building a diversified portfolio simply means buying an index fund or spreading investments across different U.S. industries—but this is only partially correct. True diversification, in the words of one of the world's most successful macro investors, Ray Dalio, also requires exposure to different countries and regions.
Dalio also emphasizes commodity, fixed-income and currency exposure. Buying foreign stocks naturally provides exposure to those nations' commodity cycles and currencies, making today's list a helpful guide for tapping potential upside while managing risk.
The AI Metal Poised to Spark a U.S. Boom (Ad)
For decades, this "AI metal" was trapped in labs, too slow and expensive to ever reach mass production.
Then an MIT team cracked the code… dropping the cost from $63,000 to just 90 cents per gram.
Now, one US-based factory is gearing up to supply the AI, aerospace, and EV industries with the one material they can't continue to grow without.
Only one company controls it, and its stock is still flying under Main Street's radar.
Key Points
- For investors who want to be truly diversified, there are three stocks in overseas markets that will likely deliver on additional upside potential.
- Wall Street likes this list for its positioning in each of its markets and industries.
- Institutional capital sees the opportunity, so they've been buying recently.
When it comes to Asia's powerhouse, China, one option is Alibaba Group (NYSE: BABA), one of the country's largest blue-chip companies. In Latin America, investors can gain exposure to Brazil's burgeoning fintech sector with Nu Holdings Ltd. (NYSE: NU) or broaden their regional reach via e-commerce leader Mercado Libre Inc. (NASDAQ: MELI).
Alibaba Doesn't Care How Markets Feel
Since 2022, Alibaba has ranked among the market's most "unloved" stocks—largely due to its Chinese heritage. Despite management consistently delivering stellar results, its shares have traded in a narrow range under $80 per share for three years.
The company has returned billions in stock buybacks, boosted free cash flow, and expanded beyond its core e-commerce business. Few investors recognize Alibaba's growing role as a data-center and cloud-computing provider across some of Asia's fastest-growing markets.
This expansion provides Alibaba with valuable consumer data—data, as they say, become gold—that will feed into Asia's surging consumer discretionary sector. Early-mover advantage in this space has buoyed Alibaba's financial profile, helping its shares rally 42.2% year to date in 2025.
These developments have bolstered analyst confidence. The Wall Street consensus is a Moderate Buy on Alibaba, with a $159.70 price target, 32.5% above today's levels. Even that figure remains well below the stock's all-time high of just over $300 per share, set during the peak of the COVID-19 sell-off.
Institutions Like Nu Holdings
Nu Holdings Ltd. offers a modern digital banking platform in Brazil, catering to a growing middle class that regards traditional banks as cumbersome. Think of Nu as Brazil's version of Robinhood Markets Inc. (NASDAQ: HOOD).
Brazil's expanding economy—now one of Latin America's largest—has attracted institutional interest in Nu. By mid-August 2025, State Street Corporation had increased its stake in Nu by 2.4%.
While a 2.4% uptick may seem modest percentage-wise, State Street's holding now totals $1.25 billion, or roughly 1.9% of Nu's shares outstanding. After delivering a year-to-date gain of 27.4%, Nu has also impressed analysts.
The consensus among analysts is a Moderate Buy with a $15.80 target. However, one Itau BBA Securities analyst is more bullish, rating Nu an Outperform with an $18 price target—suggesting another 36% upside from current levels.
Mercado Libre Is the Premium Latin American Stock
Tied to Latin America's rising middle class, Mercado Libre offers an ecosystem for allocating their growing disposable incomes. It's often called the "Amazon of Latin America," but with a business model customized to regional nuances.
Given Latin America's anticipated expansion and Mercado Libre's dominant market share, analysts forecast fourth-quarter 2025 earnings of $13.79 per share—a 33.7% increase from the company's reported $10.31 EPS.
This strong growth outlook and macro tailwinds justify Mercado Libre's premium valuation—trading at a 57.8x price-to-earnings ratio versus the internet commerce sector average of 27.9x. In other words, the market is pricing in lofty expectations for the stock's future.
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