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It's 'Round To It' Time ~
Tuesday, July 7, 2026
Buffett's Final Warning: "The Dollar Is Going to Hell"
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
Thanks to a new law Trump just signed…
Every day until April 2027 the entire GDP of Switzerland will migrate onto Trump's New Money Grid, that's $909 billion. Every single day.
That's every bank account, every fund, every mortgage, every stock trade in America.
Translation: our entire financial system is migrating onto a new blockchain-based Money Grid.
And every dollar that moves burns one scarce asset.
That's why BlackRock, JPMorgan, Goldman Sachs and Fidelity are hoarding shares like it's Black Friday.
Get in on the trade BlackRock, JPMorgan, and Fidelity are already making.
The Nasdaq just got SEC approval to move stocks onto blockchain rails.
BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to it.
The World Economic Forum says 2026 is "a defining moment" for this new financial infrastructure.
Everyone who's actually building this thing is saying the same thing…
This is not a drill. This is the biggest overhaul of America's money system since we stopped using gold coins.
And at the center of it all?
A scarce asset that gets burned every single time a transaction happens.
Block Chain expert Andy Howard is calling it "Digital Oil."
And right now, before this goes mainstream, you can still get in at prices the institutions would love to lock in forever.
Get the name. The ticker. And exactly how to buy here.
Your future looks bright,
Andy Howard
The Edge™ Senior Blockchain Analyst
PS I'm predicting this could potentially be one of, if not THEE most explosive wealth opportunities I've come across. That's why you can't drag your feet here, because once retail investors catch wind of this, it will be too late…
Click here before it's too late to get in on the trade.
Bonus News from MarketBeat Media
Big Beautiful Boycott: Can It Really Hurt Coca-Cola, Amazon, and Kraft Heinz Stocks?
Author: Chris Markoch. First Published: 7/7/2026.
Key Points
- The Big Beautiful Boycott targets brands like Dasani, Prime Video, and Ore-Ida over their parent companies' ties to Trump-era political activity.
- Historical boycotts, including Bud Light's, show mixed effectiveness, suggesting company fundamentals often matter more to stock performance than boycott pressure.
- Coca-Cola, Amazon, and Kraft Heinz shares have all risen recently despite appearing on the boycott list, reflecting solid underlying business results.Stock
- Special Report: SpaceX is offering you shares. Don't take them.
In today's volatile political climate, a movement called the Big Beautiful Boycott has emerged. The boycott, whose name parodies the Trump administration’s “One Big Beautiful Bill,” targets companies and brands that organizers say support political actors or organizations undermining democratic rights and fair representation.
The campaign is still evolving. Its website says 10 new companies are added to the boycott list every Saturday, with organizers providing reasons and sources for each addition. That rolling structure helps explain why the list may name specific consumer brands rather than every brand owned by the same parent company. For investors, that matters because the market impact of a boycott may depend less on whether a brand appears on a list and more on whether the controversy affects sales, margins, or investor sentiment.
Do Boycotts Actually Affect Stock Prices?
Elon’s big $266,000 per second purchase (Ad)
Elon Musk bought Super Bowl ad time at $266,000 per second - something he has never done before. 125 million Americans watched, but Whitney Tilson, former manager of a $200 million hedge fund, says most investors missed what it actually means.
With 1 in 3 Super Bowl viewers using buy-now-pay-later services and 40% of Americans carrying more credit card debt than savings, Tilson believes Elon's message reveals a major economic current - and a clear signal for where smart money should be positioned.
Watch Tilson's free presentation to see what he thinks you should do nowBoycotts have a long history in the United States and, in some cases, have had a transformative effect on the culture and economy.
The Montgomery Bus Boycott of 1955 and 1956 began after Rosa Parks was arrested for refusing to give up her bus seat to a white man, becoming a 13-month protest against segregated public transportation. The boycott cost Montgomery’s bus system tens of thousands of fares per day and ultimately led to a Supreme Court ruling that desegregated the buses.
A more recent example was the Bud Light boycott in 2023, which began after the brand sent a promotional package to transgender influencer Dylan Mulvaney. The promotion sparked backlash from conservative consumers and became a national culture-war flashpoint. CNN reported that Anheuser-Busch InBev’s (NYSE: BUD) North American organic revenue fell $1.4 billion in 2023, primarily due to Bud Light’s U.S. sales decline, with a corresponding loss in market share. But investors who bought and held through that turbulence have been rewarded, with the stock up approximately 20% from March 2023.
Therein lies the takeaway: boycotts have a mixed history of effectiveness. Often, investors who look past the noise and focus on a company’s fundamentals can be rewarded for buying any dip that results from a boycott. That makes the case for several stocks on this list.
For investors, the takeaway is that while a boycott may hurt near-term sales or sentiment, the longer-term investment case still depends on fundamentals, brand strength, margins, cash flow, and valuation. That makes several stocks on the Big Beautiful Boycott list worth a closer look.
Coca-Cola Stock Has So Far Shaken Off Boycott Risk
While The Coca-Cola Company (NYSE: KO) itself does not appear on the Big Beautiful Boycott list, the campaign names at least two Coca-Cola-owned brands: Dasani and Minute Maid.
The stated rationale is tied to Coca-Cola as the parent company, with organizers citing political donations by Coca-Cola affiliates, the company’s participation in Trump-era economic advisory efforts, and Coca-Cola CEO James Quincey’s presentation of a commemorative Diet Coke bottle to President Trump.
But what does this boycott mean for Coca-Cola investors?
So far, not much. KO is up over 3% in the past 30 days, and up nearly 19% in 2026 so far. While Coca-Cola does not break out revenue by Dasani or Minute Maid, its Q1 2026 earnings report showed consolidated unit case volume up 3%, North America volume up 4%, and water up 5%. The company’s broader juice, value-added dairy, and plant-based beverage category declined 1%, but that weakness was not enough to derail overall volume growth.
Coca-Cola is not a fast-growing company. The company’s own long-range estimates call for organic revenue growth in the mid-single digits. That’s not, however, the reason most investors own the stock. That reason would be the company’s status as a Dividend King, as it reached 64 consecutive years in February 2026.
Amazon's AI Investment Is a Bigger Test Than Any Boycott
Amazon.com Inc. (NASDAQ: AMZN), specifically the company’s Prime Video division, has also made the boycott list.
The division was added due to Amazon's $1 million donation to President Trump’s inaugural fund, a separate $1 million in-kind streaming contribution from Prime Video, and labor-related concerns.
It would be a stretch to say this has had a meaningful impact on Amazon. Its stock is up more than 6% in 2026 so far, and the company’s Subscription Services revenue, which includes Prime memberships and digital media subscriptions, came in at over $13.4 billion in the last quarter, an increase of around 15% from the prior year.
The bigger investor concern is the company’s forecasted capital expenditures for the artificial intelligence (AI) data center buildout, which could be as high as $200 billion. That may weigh on AMZN more than the boycott in the second half of the year.
However, this is still a sum-of-its-parts company. Data shows U.S. online spending across retailers reached $26.4 billion during Amazon’s June 23-26 Prime Day event, up 9.3% from last year. That figure is not Amazon-only sales, but it still underscores Amazon’s ability to shape online shopping behavior at a time when consumers are focused on stretching every dollar.
Kraft Heinz Stock Looks Cheap, But Consumer Pressure Remains
Kraft Heinz (NYSE: KHC) doesn’t need any more bad news.
While the company has been a favorite of value-seeking investors like Warren Buffett, its growth track record has mostly shown up in its dividend. And that dividend, which yields around 6.5%, still appears safe.
Kraft Heinz pays an annual dividend of $1.60 per share, while management’s 2026 adjusted earnings per share (EPS) guidance is $1.98 to $2.10.
While the campaign’s criticism appears aimed at Kraft Heinz as the parent company, the boycott list names several of its consumer brands, including Ore-Ida, Maxwell House, Jell-O, Stove Top, and Baker’s Chocolate. Organizers cite the White House's praise of Kraft Heinz’s planned $3 billion U.S. factory investment and the CEO's comments about potential economic policy benefits under the Trump administration.
Nevertheless, KHC is up about 9% over the past 30 days, largely due to the company’s decision to pause the split of its Kraft and Heinz business units and refocus on a $600 million turnaround investment plan.
The company will have to show investors that it can increase unit sales at a time when its core consumer is under pressure. Kraft Heinz has been one of the companies offering the most direct warnings that lower-income consumers are under pressure, and likely to remain so for the rest of 2026.
Still, at about 12x forward earnings, Kraft Heinz is attractively valued for investors with the patience to wait for a broader economic recovery. The risk is that a cheap valuation alone may not be enough if volume pressure continues or the turnaround takes longer than expected.
Tuesday's Exclusive News
Volkswagen’s 16-Year Low Masks a Massive Margin Engine
Authored by Jeffrey Neal Johnson. Date Posted: 6/30/2026.
Key Points
- Volkswagen trades near a 16-year low with a price-to-book ratio of 0.18, signaling deep undervaluation relative to its hard assets.
- Management is pursuing up to 100,000 job cuts and four factory closures to drive operating margins from 2.8% toward 8% to 10% by 2030.
- A $10.7 billion liquidity injection from a marine engines sale and potential spinoffs of premium brands like Porsche and Lamborghini could fund the restructuring.
- Special Report: SpaceX is offering you shares. Don't take them.
Markets rarely misprice $360 billion global conglomerates. When they do, though, it's worth paying attention. Investors screening for European automotive equities right now are staring at a bloodbath, and Volkswagen AG (OTCMKTS: VWAGY) is at the epicenter. Trading near $8.40, Volkswagen is grinding against a 16-year low, having shed more than 31% of its value since the start of 2026.
Retail sentiment is overwhelmingly negative, focused on legacy union costs, a bloated operating structure, and fierce competition from Chinese electric vehicle manufacturers. The headlines emphasize chaos, pointing to massive upcoming job cuts, domestic factory closures, and a bitter standoff with local governments.
Elon’s big $266,000 per second purchase (Ad)
Elon Musk bought Super Bowl ad time at $266,000 per second - something he has never done before. 125 million Americans watched, but Whitney Tilson, former manager of a $200 million hedge fund, says most investors missed what it actually means.
With 1 in 3 Super Bowl viewers using buy-now-pay-later services and 40% of Americans carrying more credit card debt than savings, Tilson believes Elon's message reveals a major economic current - and a clear signal for where smart money should be positioned.
Watch Tilson's free presentation to see what he thinks you should do nowLook past the immediate operational noise. The restructuring initiatives that are terrifying retail investors are the same catalysts needed to force a structural repricing of deeply discounted assets. Executive leadership is orchestrating the most aggressive corporate downsizing in Volkswagen's 89-year history. This capacity reduction creates a direct, actionable path to meaningful margin expansion, offering an asymmetric entry point for deep-value accumulation.
The Margin Disconnect Hiding in Plain Sight
To understand the scale of the current mispricing, you have to look at how the market is valuing the underlying assets. Volkswagen currently carries a market capitalization of roughly $42.16 billion. For context, Volkswagen generated $364.13 billion in annual sales over the trailing 12 months.
This translates to a price-to-sales ratio of 0.12 and a price-to-book ratio of 0.18. A price-to-book ratio under 1.0 indicates that the market values the entire operation at less than the liquidation value of its hard assets. At 0.18, public markets are essentially pricing the core automotive manufacturing operations at a negative enterprise value, attributing what little equity value remains to Volkswagen's financial services division and premium intellectual property.
The trailing price-to-earnings ratio sits at about 6x, weighed down by a dismal first-quarter 2026 earnings miss, during which net margins compressed to 1.96%. Relying on that backward-looking metric is a critical error. The real value lies in management's forward guidance, which projects operating margins expanding from 2.8% to 4.0% to 5.5% by the end of 2026.
That expansion signals an imminent recovery in earnings before interest and taxes approaching $9.6 billion. CEO Oliver Blume has clearly laid out an eight-point restructuring framework to push operating margins to 8% to 10% by 2030. If Volkswagen normalizes margins even halfway to that target, the current valuation represents a profound market inefficiency.
Cutting 100,000 Jobs to Spark a Re-Rating
Deep-value setups can languish for years without a hard catalyst to unlock trapped capital. Volkswagen is currently engineering that exact catalyst. Management is exploring the elimination of up to 100,000 global positions and the shuttering of four domestic manufacturing facilities.
This is not a theoretical exercise in corporate efficiency. It is an existential requirement to address severe overcapacity and runaway operating expenses. The transition to the MEB electric-vehicle platform drained immense capital without delivering the volume scale necessary to achieve margin parity with legacy internal combustion engine vehicles. To stop the bleeding, Volkswagen recently terminated its automated driving partnership with Bosch, a deliberate move to preserve cash for core operations.
Executing a downsizing of this magnitude in Germany triggers immediate friction. The State of Lower Saxony holds a 20% voting stake in Volkswagen, giving regional government entities effective veto power over major factory closures. This creates a high-stakes collision between the demands of the capital markets and sovereign labor-preservation mandates.
Works council communications already indicate deep internal resistance. While the friction looks messy on the surface, it forces a long-overdue reconciliation. Corporate bloat has reached a point where the state can no longer rely on Volkswagen as an infinite jobs program without risking the solvency of the entire enterprise.
Stripping the Chassis for Premium Parts Value
Restructuring a global workforce requires immense upfront capital for severance packages, pension offloads, and facility decommissioning. Volkswagen is uniquely positioned to fund this overhaul without tapping punitive debt markets.
The recently finalized sale of Volkswagen's marine engines division provides a $10.7 billion liquidity injection. This cash serves as the exact financial bridge needed to absorb restructuring costs while preserving the balance sheet.
The most compelling aspect of the current crisis is the potential for structural spinoffs. Unlocking shareholder value in a state-entangled entity rarely happens through organic operational improvements. Supervisory board proposals are actively exploring the separation of the core, low-margin passenger car brand and parts divisions into standalone entities.
Isolating the heavy-industry components from high-margin premium marques like Bentley, Lamborghini, and Porsche would insulate the profitable segments from the capital drain of mass-market EV production. A sum-of-the-parts valuation model suggests that spinning off these premium assets would command multiples far exceeding the current group-level pricing.
Catching the Turnaround Before the Crowd
The broader European automotive sector is navigating intense macro headwinds, from systemic energy cost inflation to shifting electric vehicle mandates. Volkswagen is aggressively repositioning to survive this contraction.
Institutional ownership remains abnormally low at nearly 0% of the American Depositary Receipt (ADR) structure, reflecting widespread risk-off sentiment among tier-one asset managers. For contrarian investors, this institutional absence is a feature, not a bug. It leaves significant room for multiple expansion once the restructuring gains traction and the balance sheet is de-risked.
The underlying math of the turnaround is highly compelling. Volkswagen is trading at a fraction of its book value, executing a massive reduction in operating expenses, and sitting on a $10.7 billion cash injection to fund the transition. The impending operational overhaul and subsequent margin expansion offer a distinct advantage for those willing to stomach near-term volatility.
Investors seeking exposure to deep-value industrial assets may want to add Volkswagen to their watchlist as the execution of the 100,000-worker reduction unfolds and forward operating margins begin to stabilize.
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