$37.5 trillion.
That’s the current level of the U.S. debt load.
And we’re on track to add $1 trillion in debt every five months.
According to the U.S. Government Accountability Office, we’re “on an unsustainable fiscal path that poses serious economic, security, and social challenges if not addressed”
The Big, Beautiful Bill – which is expected to add $4.2 trillion in debt.
An amendment to the Tax Cuts and Jobs Act – expected to add $4.6 trillion in debt.
This is a joke.
This is not fiscal policy.
It’s a complete and utter demolition of our financial health.
And the cracks are beginning to show.
Moody’s joined Fitch and Standard & Poor’s (S&P) as the latest credit agency to downgrade the U.S.’s credit rating from its once-sacred AAA status (the highest level possible) – a privilege America held for generations – citing an “inability of the nation to address large and growing deficits.”
We now sit alongside Austria, New Zealand, and France… but with a far worse balance sheet of 119% debt-to-GDP and deficits running over 7% annually.
If the dollar weren’t the world’s reserve currency, our rating would already be much lower.
This is our third downgrade in twelve years.
And each one is another sign of faith eroding in what was once considered one of the “safest” assets on Earth.
Yet no one in power is doing anything to stop it.
Already, interest payments have exploded: from an average of $332 billion a year just a few years ago to $880 billion last year — on pace to average $1.4 trillion annually over the next decade… a figure the U.S. simply cannot sustain.
As credit ratings fall, borrowing costs rise… the deficits grow… the debt explodes… and the cycle repeats, faster every time.
This is the exact scenario I warned about nearly 15 years ago.
In 2011, I released one of my most controversial reports, The End of America.
At the time, many economists mocked it. Some called it alarmist. Most simply ignored it.
But everything I predicted back then is now unfolding.
Exploding debt. Downgraded credit. Soaring interest payments. The weakening of the U.S. dollar’s global status.
It’s all coming true.
Maybe you didn’t listen to me at the time.
I get it. The crisis still felt far off.
But now it’s here.
And if you care at all about the financial future of your family, you need to listen to me now.
Because this time we’re entering a zone from which I believe there is no easy return.
Even Ray Dalio – the man who’s tracked 500 years of debt cycles – warns we are heading into “very, very dark times.”
So ask yourself:
Is your portfolio built to survive what’s coming?
Honestly… probably not.
There’s a good chance you’ll get dragged into the abyss, holding the wrong assets, just like millions of others.
But that doesn’t have to be your story.
Let me show you exactly what to do.
Good investing,
Porter Stansberry
3 Industrial Stocks Ready to Benefit From Fed Cuts and Spending
Written by Gabriel Osorio-Mazilli. Published 10/4/2025.
Key Points
- Lower interest rates and infrastructure spending could spark a rebound in the U.S. industrial sector, creating opportunities for Chemours, Dow, and Nucor.
- Chemours benefits from auto and housing tailwinds, Dow stands to gain from restocking cycles and federal infrastructure projects, and Nucor is well-positioned for rising steel demand.
- Despite recent volatility, analysts see double-digit upside potential across these three industrial stocks, supported by both price action and fundamentals.
Price action is one of the most important metrics for determining whether an investment setup is bullish or bearish. However, relying solely on price moves without linking them to fundamental factors can leave investors exposed to unnecessary risk.
The U.S. industrial sector is facing pressure from shifting consumer and business spending patterns, evolving inflation expectations, and new trade tariffs on various products and materials. Even so, not all uncertainty translates into downside. With the right positioning, investors can still uncover opportunities.
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Three names worth considering are Chemours Co. (NYSE: CC), Dow Inc. (NYSE: DOW), and Nucor Corp. (NYSE: NUE). Each exhibits supportive price action, but the next step is to connect that momentum to their underlying fundamentals.
Chemours Stock: Direct Consumer Exposure
Chemours might not appear to be a consumer-facing company, but its specialty chemicals are integral to automotive and residential paints and coatings. Both end markets stand to benefit from the Federal Reserve's recent rate cuts.
Lower borrowing costs make cars more affordable, boosting production—and with it, demand for paint and coatings. The housing sector follows a similar trajectory: mortgage applications and building permits are near cyclical lows, but both should recover as financing becomes cheaper, creating further upside for Chemours' product lines.
Analysts are taking notice. In September 2025, Peter Osterland of Truist Financial set a price target of $21 per share—well above the consensus target of $17.63—implying roughly 36% upside even after a 25% rally in the prior quarter.
A Restocking Cycle Set for Dow Stock
Lower rates are also reigniting business activity. After years of high financing costs and a strategic slowdown to tame inflation, companies will need to rebuild depleted inventories—from perishables to durable goods—as demand picks up.
Dow is well positioned to benefit. Its polyurethanes and coatings are essential for packaging during a restocking cycle, and it supplies materials for industrial construction. This comes at a pivotal moment: President Trump's "One Big Beautiful Bill," which channels billions into infrastructure projects, is set to drive further demand.
Although the stock currently trades at just 41% of its 52-week high—suggesting a deep drawdown—Wall Street remains bullish overall. The consensus price target is $30 per share, about 30% above today's level, supported by solid fundamental outlooks.
Multiple Tailwinds for Nucor's Next Rally
Infrastructure spending isn't limited to chemicals and coatings—it also requires steel. As the largest U.S. steelmaker, Nucor stands to gain from rebounds in both residential and industrial construction.
Lower interest rates support higher demand, improve pricing power, and expand margins. They also reduce the cost of capital for Nucor's expansion projects, a significant advantage in this capital-intensive industry.
Analysts expect costs to decline even as steel prices rise amid strong demand, creating a favorable outlook for earnings-per-share growth. Investors are already seeing signs of that strength: Nucor reported $2.60 in EPS for its latest quarter, beating the MarketBeat consensus of $2.54. With the stock up 16% year to date, the potential could be even greater once Federal Reserve rate cuts fully filter through the economy before the end of 2025.
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