Nobody noticed yet… but they will.
We just reached the end of an economic age.
Something that usually takes decades, even centuries, to play out just happened in what seems like a blink of an eye.
Unless you understand the magnitude of what just happened, you could risk losing everything you’ve worked so hard to achieve because this collapse is only just getting started.
You see, for our entire life, the story arc has been clean: it was the relentless rise, in both wealth and status, of a broad social class of professionals but that rainbow is now at an end.
Because for the first time ever, capital can now compound without additional labor.
The centuries-old relationship where job creation and GDP rose together has snapped and the economy can now scale without bringing workers along for the ride.
And this “snap” is about to change everything.
This is one of those moments in which I believe vast fortunes will be made and lost. I’m talking about a generational transfer of wealth… the type that can either enrich you or potentially impoverish you, based on the decisions you make.
Because history shows us that while these shifts always lead to catastrophic losses for those who refuse to prepare… they also unleash unprecedented wealth building potential for those who understand, and harness, the forces at work.
And this isn’t a prediction. It’s happening right now.
It’s why, although we’re seeing massive headline economic growth, the average American is being left behind.
AI Engels’ Pause
They don’t teach you this in school, but they should.
During the Industrial Revolution, Friedrich Engels noticed that although the revolution was making Britain incredibly rich when measured via GDP… the vast majority of British people were living in hell.
Between 1790 and 1840 Britain’s GDP exploded. The steam engine created massive efficiency gains, corporate profits doubled, and the stock market soared.
But for the average worker, real wages remained flat or fell… the average life expectancy in some industrial cities collapsed to just 35 years…
It was as though someone had pressed a giant “Pause” button on quality of life for the working class.
Of course, the wealth did eventually trickle down but it was half a century later and during that half century, the societal devastation was dire. It took two full generations for the labor market to adjust.
And the weavers who lost their jobs to power looms, they didn't become "machine repairmen."
They starved. They rioted. They were shot by the military or shipped to penal colonies. And it was Engels’ Pause that gave birth to Marxism.
And we’re seeing this again with AI.
The only difference is, this time it won’t take decades to play out. It took the radio 38 years to reach 50 million users. Television took 13. The internet took 4. But ChatGPT hit 100 million users in two months.
We are effectively speed-running the 19th century. We’re compressing 50 years of displacement into less than a decade… and this time the disruption isn’t coming for the illiterate farmhand…
It’s coming for the accountant. It’s coming for the lawyer. It’s coming for you and me.
Right now, knowledge work makes up roughly 50% of America’s GDP and much of that is at risk of automation in the next handful of years.
We’re talking about 5 million white-collar jobs — the bedrock of the American tax base – facing extinction over the next few years. Just take a look at the most recent cuts:
- U.S. Government: 307,000 employees
- UPS: 78,000 employees
- Amazon: 30,000 employees
- Intel: 25,000 employees
- Nissan: 20,000 employees
- Nestle: 16,000 employees
- Microsoft: 15,000 employees
- Bosch: 13,000 employees
- Dell: 12,000 employees
- Verizon: 13,000 employees
- Accenture: 11,000 employees
- Ford: 11,000 employees
- Novo Nordisk: 9,000 employees
- Microsoft: 7,000 employees
- PwC: 5,600 employees
- Salesforce: 4,000 employees
- IBM: 2,700 employees
- American Airlines: 2,700 employees
- Paramount: 2,000 employees
- Target: 1,800 employees
- General Motors: 1,500 employees
- Applied Materials: 1,444 employees
- Kroger: 1,000 employees
- Meta: 1,000 employees
It’s why AI is not just a productivity or efficiency tool, like everyone thinks, it’s a Labor Replacement Engine. And it’s why there’s such a gaping disconnect between the “real” economy and the stock market.
It’s why all the President’s claims of a “booming” economy don’t feel real for the tens of millions of people who don’t own assets.
It’s why, even though markets are hitting all-time highs, households are falling further and further behind. And this wealth divide is only going to be amplified as AI is integrated into every aspect of the economy.
IMF Managing Director Kristalina Georgieva just warned that artificial intelligence will hit the labor market like a “tsunami.”
The changes this will bring to the economy, stock market, and financial system are unprecedented. Which is why it’s critical that you watch my interview with Luke Lango.
We explain how all of these forces are converging to trigger an economic “reset” the likes of which we haven’t seen in 250 years – one that could trigger the greatest transfer of wealth in American history.
Both for the good and the bad.
Young or old. Rich or poor. Left wing or right… there is no escaping what’s coming. And yet, despite this inevitability, I promise you, you’ve never heard a whisper about this story before now.
Almost nobody… not the legacy financial media, political commentators, even the top analysts on Wall Street have connected these dots. But now, we’re sharing the full story with you.
The stocks to buy… the stocks to sell… and the three money moves our research indicates you should make to ensure you and your loved ones end up on the winning side of this new economic reality.
Because as you’ll discover today…
If you understand the new rules of this system…
You won't just survive the chaos, you’ll own the assets that could potentially make you a fortune as the American economy is reshaped from the ground up.
Good investing,
Porter Stansberry
Why Twilio Is Rallying While the Rest of SaaS Struggles
By Sam Quirke. First Published: 4/13/2026.
Key Points
- Twilio has jumped 30% since late February, outperforming a flat Nasdaq in a market that has been punishing for SaaS stocks.
- A P/E ratio above 600 looks extreme, but reflects improving growth, stronger execution, and growing confidence in its AI positioning.
- With fresh analyst upgrades and earnings approaching, Twilio is being driven by momentum and narrative, not just valuation concerns.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
As MarketBeat has highlighted, software stocks have had a rough few months. Rising interest rates, ongoing macro uncertainty, and concerns that AI could disrupt traditional SaaS models have left much of the sector trending downward. Against that backdrop, Twilio Inc (NYSE: TWLO) quietly rallied roughly 30% from late February through mid-March while the Nasdaq largely languished. The stock has since retreated to about $125, partly amid broader market volatility and a string of insider sales by the CEO and CFO executed under pre-arranged trading plans. Even after that pullback, Twilio is meaningfully outperforming many of its software peers.
What makes the move striking is that Twilio is doing this while trading at a price-to-earnings (P/E) ratio north of 600. In almost any environment, that would give most investors pause — and in the current macro backdrop it should be an even larger red flag.
Yet over the long term the stock continues to push higher. There are clear reasons why investors are willing to look past the eye-popping valuation for now.
Why Twilio Is Standing Out in a Weak SaaS Market
You’re Being LIED To About The Iran War (Ad)
The mainstream explanation for the Iran airstrikes may not be the full story. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there's a deeper motive behind the bombing campaign that most coverage is ignoring.
If you're making investment decisions based on what you're hearing in the news, Wiggin argues you could be working with an incomplete picture.
Read Addison Wiggin's full breakdown of the real Iran storyTwilio’s strength isn’t simply a random outlier versus the broader SaaS landscape and its software peers. Many software companies are struggling to justify their valuations as AI reshapes product roadmaps. Twilio, however, appears to be on the other side of that shift.
The core bullish case is straightforward: Twilio sits at the intersection of communications, data, and customer engagement — areas that become more valuable as businesses adopt AI to automate interactions and personalize experiences. Its platform lets developers and enterprises embed communication layers directly into applications, and AI increases demand for those capabilities.
Rather than being disrupted by AI, Twilio is positioned to benefit from it. It functions less like a traditional SaaS vendor and more like an enabler of AI-driven customer engagement and orchestration. That positioning helps explain why investors are betting Twilio can grow into a larger role in the evolving software ecosystem.
Recent Analyst Updates Support This
Analysts are taking note. Jefferies recently upgraded Twilio to Buy from Hold, citing growing conviction that the company will be a key player in the emerging voice-AI stack. The firm sees Twilio at the orchestration layer where much of the value accrues, which could boost revenue per interaction and support higher-margin growth. Jefferies also pointed to improving fundamentals — accelerating growth, rising free cash flow, and clearer execution — and set a $160 price target, implying material upside from current levels.
Risks Remain, and That High P/E Ratio Is Real
None of this erases the risks. A P/E ratio above 600 is extreme, leaving very little margin for error. To justify that valuation, Twilio must continue delivering strong top-line growth, meaningful margin improvement, and clear evidence that its AI-driven strategy is translating into durable financial gains. Any disappointment could trigger a swift correction.
Macro risks also matter. If inflation concerns keep interest rates elevated or push them higher, high-multiple stocks tend to suffer first. In that scenario, even solid execution may not be enough to offset the headwind. In short, Twilio will need to keep proving itself quarter after quarter until earnings better align with price.
Looking Ahead to the Next Catalyst
The next key catalyst is Twilio’s upcoming earnings report at the end of April. Given recent trading and sentiment, this report is likely to be scrutinized for signs that the recent momentum is justified. Strong results — especially around growth and guidance — could sustain the rally despite the lofty valuation. Conversely, any sign of slowing growth or weaker guidance could quickly shift sentiment.
With the company’s positioning in AI-enabled communications and a pullback following recent pre-arranged insider sales, the stock may look like an attractive opportunity to some investors. But that view hinges on continued execution and favorable macro conditions; the stakes are high given the valuation.
5 Baby Boomer Stock Favorites Now Trading at a Discount
Reported by Ryan Hasson. Article Posted: 4/6/2026.
Key Points
- Five popular Baby Boomer stocks are trading in discount territory, with MSFT down 23% YTD, RCL 25% off its highs, and VZ and KMB offering yields above 5%.
- Microsoft trades at a forward P/E below 20, Verizon offers a 5.58% yield with a forward P/E below 10, and Kimberly-Clark's yield has climbed to 5.33%.
- Despite the pullbacks, analyst sentiment remains broadly bullish across all five names, with Microsoft leading the way at nearly 58% implied upside from current levels.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
The current market selloff is creating something that hasn't been easy to find in recent years: genuine discounts in high-quality companies. With the S&P 500 under pressure from Middle East tensions, rising oil and commodity costs, and fading rate-cut expectations, several battle-tested, long-term names are trading at valuations that are hard to ignore. These are the companies that have helped build real wealth over the past few decades and have become favorites among the baby boomer generation. Right now, several of them are on sale or quickly approaching value territory.
Here are five popular stocks with the baby boomer generation that are moving into attractive valuation territory.
Microsoft: One of the World's Largest Companies Trading at a Bargain P/E
You’re Being LIED To About The Iran War (Ad)
The mainstream explanation for the Iran airstrikes may not be the full story. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there's a deeper motive behind the bombing campaign that most coverage is ignoring.
If you're making investment decisions based on what you're hearing in the news, Wiggin argues you could be working with an incomplete picture.
Read Addison Wiggin's full breakdown of the real Iran storyMicrosoft (NASDAQ: MSFT) needs little introduction. From the PC era to cloud computing to artificial intelligence, it has reinvented itself repeatedly and kept winning. Over the past 10 years the stock is up almost 600%, and over multiple decades it has been one of the most beloved names among baby boomer investors. Since its IPO in 1986, Microsoft has returned a staggering 274,230%, adjusted for inflation and including reinvested dividends.
After a 22% year-to-date decline, MSFT now trades at a trailing P/E of about 23 and a forward P/E near 19 — well below its historical averages and meaningfully cheaper than the broader technology sector. Earnings are expected to grow 12.39% in the coming year to $14.70 per share. The stock also offers an income component: Microsoft has a 23-year streak of dividend increases and a yield of about 1%.
Analysts are broadly bullish: 40 of 45 rate the stock a Buy, and the consensus price target sits at $588.97, implying more than 50% upside. Technically, MSFT has retraced into an important area of potential support — the 2025 lows near $350 have so far acted as a floor. If the stock holds above those levels, it could firm up and stage a recovery bounce.
Berkshire Hathaway: Warren Buffett's Legacy at a Reasonable Valuation
Few stocks carry the same weight with long-term investors as Berkshire Hathaway (NYSE: BRK.B). Warren Buffett's holding company has delivered an exceptional compounded annual return since 1965 — averaging about 19.9% annually between 1965 and 2024, vastly outperforming the S&P 500 and rewarding baby boomer shareholders handsomely.
Year to date, the financial giant is down just 5%, holding up well relative to the broader market. It trades at a trailing P/E of about 15, comfortably below the market average, with a forward P/E near 24. CEO Greg Abel recently resumed share buybacks amid the ongoing leadership transition. With over $300 billion in cash, Berkshire has more financial firepower than almost any other company, positioning it to take advantage of dislocations like these.
Wall Street is optimistic, with the consensus price target implying roughly 12% upside to $537. On a longer timeframe, the stock is approaching a critical support zone around $450; holding that level would help preserve the long-term uptrend and make current levels an attractive entry for long-term investors.
Verizon: A Telecom Giant With a 5% Yield and a Forward P/E Below 10
Verizon Communications (NYSE: VZ) has been a reliable income staple for decades. The telecom giant offers an approximate 5% dividend yield and has increased its dividend for 20 consecutive years. For income-focused investors, that consistency is often as important as growth metrics. Since its debut, the stock has returned roughly 9.2% annually, including reinvested dividends, since 1984.
Despite a strong run over the past year — VZ has gained more than 20% year-to-date — the valuation looks attractive. The trailing P/E is near 12 and the forward P/E has compressed to about 10, putting it squarely in value territory. A $25 billion share buyback program further supports shareholders.
Its most recent earnings report showed solid results, including the best postpaid phone subscriber additions in six years. The company reported Q4 2025 results on Jan. 30, topping EPS estimates by $0.03 and growing quarterly revenue by 2% year over year. The ongoing 5G buildout continues to drive subscriber gains, and if rate-cut expectations return later this year, high-yield defensive names like VZ typically attract renewed buying interest.
Royal Caribbean: A Leisure Favorite With Nearly 30% Upside
Royal Caribbean (NYSE: RCL) has been a strong wealth creator since its IPO in April 1993, returning over 2,000% adjusted for inflation. More recently, the stock has gained over 300% in the past three years. However, the Middle East conflict and rising fuel costs have pressured cruise names, pushing RCL well off its 52-week high and creating a pullback that has historically rewarded patient buyers. The stock is down more than 25% from its 52-week high and is slightly negative year to date, down about 2%.
That selloff may present an opportunity. RCL trades at a P/E of about 17 and a forward P/E near 13 — modest for a company growing earnings at double-digit rates. Booking levels remain strong, new Icon-class ships are boosting capacity, and the private-island strategy continues to expand higher-margin revenue streams.
Analysts are generally bullish, with a consensus Moderate Buy rating based on 22 analyst opinions and a price target of $353.30, implying nearly 30% upside. Technically, the stock needs to hold major multi-year support near $250 and reclaim its 200-day simple moving average (around $300) to keep the weekly uptrend intact.
Kimberly-Clark: Consumer-Defensive Income With a 5.3% Yield
Kimberly-Clark (KMB) may not grab headlines like Microsoft or Berkshire, but its returns for baby boomer investors have been notable. The maker of Huggies, Kleenex, and Depend sells everyday essentials that consumers buy in bull and bear markets alike, which is why it has been a staple in many portfolios. Since its listing in 1980, the stock has returned roughly 1,488%, adjusted for inflation and including reinvested dividends.
Recent years have brought headwinds from shifting consumer preferences and volume pressure in North America. Still, the pullback has pushed the dividend yield to about 5% and compressed the forward P/E to around 12, making it more interesting for income-focused investors.
Analysts are largely neutral, with a consensus Hold rating. However, the consensus price target of $115.85 implies nearly 20% upside. Momentum could shift if the stock reclaims $100 and its 50-day simple moving average in the coming weeks — a move that could mark the start of a bottom on a higher timeframe.
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