Earnings360 Newsletter for 9/26/2024

On August 12th, the federal government auctions 80 million acres of Gulf seabed for energy drilling - and Wall Street's trading algorithms reprice the stocks the day the future supply is locked in, not the day the oil flows.

The last time big money moved into energy this fast, the wealth window lasted exactly 11 weeks. Dylan Jovine has identified the one stock positioned at the center of this auction.

The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defense budget. There's no way to tax our way out. No way to cut our way out. The government has exactly one move left… Pump trillions into AI to outgrow the debt.

There's an asset class profiting from these trillions in spending… BlackRock is buying. Goldman Sachs is buying. Gartner is calling it the next decade-defining boom. The last time a similar setup formed, early investors saw gains of up to 12,480%.

I'm hosting a free urgent briefing on Tuesday, June 23rd at 11:00 a.m. EST. I'll name the asset class and show you exactly how to profit from this $39 trillion debt crisis.