It’s disgraceful.
The United States, a country that once stood for personal freedom, yet demanded personal responsibility from its citizens and politicians alike, is broken.
I barely recognize it anymore.
Since 2010, I’ve been warning everyone who would listen about the United State’s looming debt crisis in my documentary, The End of America.
Now, 16 years, and $22 trillion in additional debt later…
We’re very near the $40 trillion mark in total national debt:
This massive debt… annual deficit increases… along with looming unfunded pension obligations, are spiraling this country toward insolvency.
And as I’ll show you, the soaring price of gold right now is a very clear warning of this.
Congress cannot possibly finance its legislatively mandated spending:
Mandatory spending plus interest is locked in at around 37% of GDP before a single discretionary dollar is spent.
It’s inevitable that the government will be forced to print trillions of dollars to finance its growing obligations and borrowing costs.
This has the potential to trigger a technical U.S. Treasury default… which would mean catastrophic losses for long-duration bond investors.
It’s happening right now in Japan, where the 10-year bond yield has tripled over the last year. It has cost investors over $200 billion.
And that’s what happened in Great Britain in September 2022, costing investors around $700 billion.
In both cases, the bond markets sold off after the governments announced plans to both increase spending and cut taxes. Following the same logic at home…
I believe it’s now certain America will soon experience a financial reckoning, much like we saw in 1973-1974.
After the U.S. abandoned the gold standard in August 1971, Congress passed huge increases to spending, including linking Social Security payouts to meet the inflation rate.
In the 10 years following the August 1971 break with gold, the size of the Federal Reserve’s balance sheet grew 174%, from $70 billion to over $190 billion, as it bought enormous amounts of Treasury bonds with newly printed money.
This set off the roaring inflation of the 1970s, which wiped out long-duration Treasury bonds.
That meant a stock market decline of more than 50% between 1973 and 1974. The sell-off in financial stocks was even more intense.
For banks, which must hold Treasury securities as reserves, the technical default (printing money to finance government debt) was catastrophic.
The price of gold, in the meantime? Soared from $35/ounce to $455 by the end of the decade. That should sound familiar…
Today, we’re witnessing the largest gold bull run since the 1970s, and for an important reason:
Central banks around the world are recognizing this massive risk that U.S. Treasury bonds pose to their bottom line. So they’re dumping Treasuries… and buying gold hand-over-fist.
Put simply, gold is money again. And it’s the greatest monetary shift we’ve ever seen.
I warned anyone who would listen to get into gold over a year ago. And I’d bet the ones who did are enjoying some incredible returns.
But this is just the beginning of this wealth shift - and I have a new gold recommendation that I believe everyone should consider immediately.
In short, if you don’t own gold right now, you’re making a big mistake. But if you really want to protect and potentially grow your wealth during these dangerous times…
Click here to see the absolute best way to invest in this global gold rush right now.
Good investing,
Porter Stansberry
Meta Soars After-Hours, Forecasting Fastest Growth Since 2021
Submitted by Leo Miller. Publication Date: 1/29/2026.
Quick Look
- Meta Platforms’ Q4 results beat expectations, and its Q1 guidance points to faster growth than analysts anticipated.
- Stronger engagement and rising ad impressions suggest the company’s AI-driven ad tools are translating into revenue momentum.
- Investors largely shrugged off higher 2026 spending plans as growth regained the spotlight.
After months of underperformance, Meta Platforms (NASDAQ: META) may have shifted the narrative around its business. In October, the Magnificent Seven stock plunged 11% after its Q3 earnings report, driven by fears of out-of-control artificial intelligence (AI) spending.
That outlook appears to be changing after Meta's Q4 2025 earnings report, released on Jan. 28. The stock was up approximately 8% in after-hours trading as of 7:00 p.m. ET. Meta is forcing skeptics to reassess its outlook, with growth now taking center stage over spending concerns.
Meta Posts Strong Beats and Stellar Guidance
Buffett's Parting Gift to Berkshire Hathaway? (Ad)
The biggest tech investors have unloaded their top AI investments. Peter Thiel's fund dumped its entire $100 million Nvidia stake. SoftBank unloaded its entire $5.8 billion position. Perhaps the biggest signal is Berkshire Hathaway sitting on $382 billion in cash, more than Amazon, Microsoft, and Apple combined. Was this Warren Buffett's parting gift before stepping down? Four unstoppable market forces could upend the economy in the coming weeks. Any one could be devastating alone, but four at the same time would wreak havoc. The last time this played out was over 50 years ago, leading to a lost decade for stocks.
Watch the interview revealing these four market forces.In Q4, Meta reported revenue of $59.9 billion, roughly 24% growth, comfortably above estimates of $58.3 billion (about 21% growth). Adjusted earnings per share (EPS) of $8.88 also outpaced expectations, rising nearly 11% year-over-year and beating estimates of $8.16.
Most notable was Meta's guidance for Q1 2026. At the midpoint, the company expects $55 billion in revenue, well above the $51.3 billion analysts expected.
That midpoint implies revenue growth of roughly 30% for the next quarter — the company's fastest pace since Q3 2021. This acceleration is exactly what shareholders wanted to see and supports the view that Meta's AI investments are beginning to pay off.
Among operating metrics, ad impressions delivered—the number of ads Meta showed on its platforms—stood out. That metric grew 18%, its strongest pace in almost two years. CFO Susan Li said stronger engagement and user growth drove the gain; for example, watch time on Instagram Reels was up 30% year-over-year, a clear sign of rising engagement.
Higher engagement suggests the company's AI-powered recommendation and ranking models are improving. As those models better surface relevant content, users spend more time in Meta's apps, allowing the company to deliver more ads.
Markets Brush Off Higher-than-Expected Spending Forecasts
Concerns about rapidly rising capital expenditure (CapEx) have been an overhang for the stock. Meta's CapEx guidance for 2026 was higher than many expected.
The company expects to spend between $115 billion and $135 billion on CapEx in 2026, versus Wall Street's roughly $110 billion forecast. At the midpoint ($125 billion), that represents about a 73% increase versus 2025 CapEx of $72.2 billion.
Meta also forecasted total expenses of $162 billion to $169 billion for 2026, notably above estimates near $150 billion.
One important line from management: "Despite the meaningful step up in infrastructure investment, in 2026, we expect to deliver operating income that is above 2025 operating income."
Note that: Revenue = Operating Income + Total Expenses
Using that relationship and management's guidance provides a rough revenue check. If Meta delivers operating income at least equal to 2025's $83.3 billion and expenses reach the high end of guidance ($169 billion), implied 2026 revenue would be about $252.3 billion. That equates to roughly 25.5% growth versus full-year 2025 revenue of $201 billion — well above the ~18.3% growth analysts had forecast for 2026.
Growth Overshadows Spending as Meta's AI Strategy Takes Hold
Many investors were focused on Meta's expense outlook, but the company's strong growth outlook re-centered attention on top-line momentum. Critics argue Meta still lacks a top-tier general-purpose AI model, yet the company's results point to effective AI-driven improvements where it matters most: social-media advertising.
After a challenging stretch, Meta Platforms may have provided exactly the proof investors needed to reignite optimism: accelerating engagement, ad delivery gains, and guidance that suggests growth can outpace the step-up in infrastructure spending.
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