The Silent 'Dollar Killer' That Americans Are Ignoring...
Dear Concerned American,
Right now, a major event is unfolding halfway around the world, and it is going to hit your wallet harder than you can imagine.
President Trump has just ordered a military blockade of the Strait of Hormuz. This is a tiny strip of water but it's one of the world's most important "choke points" for oil.
By stopping ships from moving Iranian oil, the U.S. is playing a high-stakes game of poker with China and Russia.
Even former Biden officials admit this is a "hardline" move. While it might force enemies to the table, it also puts a target on the global economy.
Here is the scary truth: When oil stops moving, prices don't just "go up." They explode. And when the world's energy supply is at risk, the U.S. dollar is at risk too.
The 'American Reset' Has Already Begun
While you are busy living your life, Washington insiders and foreign governments are preparing for a shift that could wipe out decades of American wealth.
Even worse, China and Russia are already building a new financial system to bypass the U.S. dollar. They are waiting for us to stumble, and this blockade could be the final push.
This coming crisis won't arrive with a siren...
It will arrive as "temporary problems" — like higher grocery bills and gas prices — that simply never go away.
But there is a way to protect what you've spent a lifetime building.
Wealthy investors like Warren Buffett don't panic during these times — they prepare. They know how to position themselves so that when others lose everything, they emerge stronger.
You worked too hard for 40, 60, or 80 years to let a global oil war or a debt crisis take it all away. You need a plan that understands global unrest and, more importantly, how to profit from it.
That's why we created Trump's Profit Protection Plan. This step-by-step strategy is designed to help you protect your savings and find stable income, no matter what happens around the world.
The coming days will determine the future of our economy.
Will you be a victim of the reset, or will you be prepared to thrive?
[Click Here to Protect Your Retirement with Trump's Profit Protection Plan]
Regards,
Newsmax Money
The J.M. Smucker Company’s Dividend: Too Sweet to Ignore?
By Thomas Hughes. Publication Date: 6/9/2026.
Key Points
- J.M. Smucker is undergoing a business transformation supported by activist investor Elliott Management, with debt falling roughly 10% and earnings expected to grow in FY2027.
- The company's dividend yields 3.8% at roughly 45% of the FY2027 earnings forecast, with mid-single-digit annual increases expected and potential for acceleration as operations improve.
- Institutions owning more than 80% of SJM shares have been net buyers for more than 12 consecutive quarters, with analysts holding a 52% Buy-side bias as of mid-June 2026.
- Special Report: Elon’s “Hidden” Company
The J.M. Smucker Company (NYSE: SJM) may not offer the highest dividend yield among S&P 500 companies, but it still delivers a sweet payout and is positioned for annual increases alongside share price appreciation. The result could be a double-digit compound annual growth rate (CAGR) over the next few years, a solid return for buy-and-hold investors.
Although business is expected to contract in fiscal 2027 (FY2027) more than analysts anticipated, the company is in the middle of a transition that should support sustainable growth and wider margins. Even so, earnings are still expected to grow in FY2027, which is encouraging for the dividend and for dividend investors.
Smucker’s Business Transition Gains Traction
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Download the free SpaceX Investing Blackbook before these names go mainstreamSmucker is undergoing a transformation centered on business rationalization, improved efficiency, and renewed growth. Activist investor Elliott Management is helping with guidance, information, and strategy planning.
The key challenge is the company’s product portfolio, which spans a mix of unrelated categories, although most generated growth in fiscal Q4 2026 and posted strong double-digit margins.
The main sources of underperformance are the Hostess brand and the Sweet Baked Snacks segment, both of which are contracting and weighing on overall growth. Margins have improved, but they remain the weakest among the company’s major segments. While no plans have been announced, investors should not be surprised if the company eventually divests the brand. Elliott Management is well known for board shakeups, debt reduction, and the divestiture of underperforming assets. So far, J.M. Smucker has added two new board seats and is focused on debt reduction, making a divestiture a likely next step on Elliott’s agenda.
Smucker Reduces Debt: Improves Dividend Reliability
Smucker is not out of the woods yet, but it is making progress on its transition. The recent earnings results included meaningful balance sheet improvements, highlighted by the effects of earlier divestitures, improving cash flow, and debt reduction. Cash was flat compared with the prior year. Debt fell by about 10% and is expected to keep declining as cash flow improves.
The dividend remains reliable, at approximately 45% of the FY2027 earnings forecast, and offers a yield near 4%. Looking ahead, the company is likely to continue increasing the payout at a mid-single-digit rate, as it has over the trailing five-year period, although there is room for faster growth. Better operational quality and renewed top-line growth could support more rapid dividend increases and buybacks. Buybacks are not a major part of the thesis today, but they help offset dilution and keep the share count steady, which is sufficient for now.
SJM Stock Accumulated by Analysts and Institutions in 2026
Analyst and institutional trends highlight the value and yield opportunity in SJM’s 2026 pullback. MarketBeat tracks 21 analysts rating the stock as a Hold, with a 52% Buy-side bias. The group sees SJM as fairly valued in mid-June 2026, which aligns with two exponential moving averages (EMAs). If the market continues to support the stock at this level, short- and medium-term traders may step in, adding to the bullish case.
Institutions, which collectively own more than 80% of the stock, are accumulating shares. MarketBeat data show that this group has been buying on balance for more than 12 consecutive quarters, at a pace of $1.6 to $1 on a trailing 12-month basis, and the trend has continued into early Q2 2026. The likely result is that institutions will help limit downside during pullbacks and support rallies as they develop.
Looking ahead, institutions may begin distributing shares when SJM reaches the top of its trading range, but that risk is reduced in FY2027. Improving business trends and an outlook for renewed growth suggest SJM’s market will recover over time, potentially reaching a new long-term high in calendar 2027, if not by the end of this year.
Post-release price action looked favorable, with SJM stock rising more than 10% in trading the day after the announcement. The MACD and stochastic indicators suggest the rebound is still in its early stages and has room to run. The first resistance target is in the $110 to $112.50 range, aligning with a prior high and the long-term EMA. A move above that level would signal a full market reversal.
Wolfspeed Ditches EV Woes for High-Margin Defense Jets
By Jeffrey Neal Johnson. Publication Date: 6/11/2026.
Key Points
- Wolfspeed signed a June 8 MOU with GE Aerospace to develop silicon carbide power modules for aerospace, defense, and industrial applications.
- A 2025 Chapter 11 restructuring eliminated approximately $4.6 billion in debt, leaving Wolfspeed with roughly $1.2 billion in liquidity and a current ratio of 7.73.
- Wolfspeed's Gen 5 SiC MOSFET technology, unveiled June 9, 2026, positions the company as a power efficiency supplier for AI data centers and related infrastructure.
- Special Report: Elon’s “Hidden” Company
A strategic pivot is unfolding in the semiconductor space, reshaping the investment thesis for a key industry player. For months, the narrative around Wolfspeed (NYSE: WOLF) centered on the headwinds facing the consumer electric vehicle market.
A recent Memorandum of Understanding with aerospace and defense giant GE Aerospace (NYSE: GE) has challenged that view, validating Wolfspeed's technology in high-margin, inelastic sectors and signaling a significant strategic realignment. This move, combined with a dramatically improved balance sheet and a next-generation technology release, suggests the market is re-evaluating Wolfspeed not as a struggling EV supplier, but as a critical enabler of U.S. industrial and defense infrastructure.
Engaging the Afterburners With GE Aerospace
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The SpaceX IPO is drawing near, but the real opportunity may lie in 5 lesser-known companies providing the critical infrastructure SpaceX depends on to operate.
Goldman Sachs and Morgan Stanley are reportedly already building positions in one of these names. Another is a resource miner that Elon Musk's broader empire - including Tesla - relies on. Lance Ippolito has detailed all five inside his free SpaceX Investing Blackbook.
Download the free SpaceX Investing Blackbook before these names go mainstreamThe June 8 agreement with GE Aerospace could redefine Wolfspeed's trajectory. The two companies will collaborate to accelerate the adoption of advanced high-voltage silicon carbide power modules. This is not about the crowded passenger EV market; the focus is on industrial electrification, solid-state power grids, and, most critically, next-generation aerospace and defense platforms.
GE Aerospace has already qualified Wolfspeed's 10-kilovolt SiC power units for deployment in U.S. military ground vehicles, with production expected to begin in 2027. This development gives Wolfspeed a sticky, government-backed revenue stream that is largely insulated from consumer spending cycles and macroeconomic volatility.
For investors, this translates into a more predictable, high-margin revenue floor that could meaningfully reduce Wolfspeed's forward-looking financial risk. The pivot away from a primary reliance on the EV supply chain, which has been plagued by demand fluctuations and margin compression, toward the stringent requirements of defense applications underscores the robustness and reliability of Wolfspeed's technology.
A Balance Sheet Built for a New Mission
This strategic pivot is supported by a financial transformation that cannot be overstated. Wolfspeed's 2025 Chapter 11 restructuring was a necessary and painful reset, but the company emerged with a radically different balance sheet. The process eliminated approximately $4.6 billion in debt, instantly resolving the insolvency concerns that had fueled a persistent bearish narrative.
With a current liquidity profile of around $1.2 billion and a healthy current ratio of 7.73, Wolfspeed now has the financial stability and operational runway to execute its long-term vision. This fortified balance sheet provides the capital needed to scale production and invest in research and development without the crushing burden of near-term debt obligations. This financial health was a prerequisite for a partner like GE Aerospace, which requires supply chain stability and long-term viability from its critical component manufacturers.
Unlocking Next-Level Efficiency for AI and Beyond
Underpinning the strategic partnerships is a clear technological advantage. On June 9, 2026, Wolfspeed unveiled its Gen 5 SiC MOSFET technology, a development that directly addresses the most pressing needs of modern power systems. Manufactured at its automated 200mm Mohawk Valley facility in New York, this new architecture delivers a market-leading specific on-resistance, a key measure of efficiency.
Lower on-resistance means less energy is wasted as heat, a critical factor in power-dense applications. This efficiency is especially important for the artificial intelligence (AI) data center market, where cooling and power consumption are major operating costs.
A May 2026 research memo from Citrini Research previously highlighted Wolfspeed's 300mm SiC wafer technology as a key enabler for AI infrastructure, and the Gen 5 release reinforces that view. By offering a component that significantly improves power conversion efficiency, Wolfspeed is positioning itself as an essential supplier for the build-out of global AI capabilities, a secular tailwind with years of growth ahead.
The Flight Path Forward
The market's reaction has been swift, with Wolfspeed's stock price appreciating significantly year to date as investors digest the implications of the new strategy. The extreme short interest that had built up around Wolfspeed was predicated on the old thesis of a struggling EV supplier with a weak balance sheet. The GE Aerospace pact and Wolfspeed's financial restructuring invalidated that premise, creating powerful technical tailwinds as bearish positions were forced to unwind.
However, investors should keep the associated risks in mind. While the long-term picture appears promising, revenue from these new defense and industrial partnerships will take time to materialize. Wolfspeed's Q4 2026 revenue guidance remains modest at $140 million to $160 million, indicating the transition is still in its early stages. Execution risk, particularly in scaling the Mohawk Valley facility to meet projected demand, remains a key variable.
For investors with a long-term horizon, the Wolfspeed story is no longer about the short-term fluctuations of EV sales. It is about the company's successful pivot to become a foundational supplier for the U.S. industrial base, the aerospace industry, and the power-hungry AI revolution.
Those confident in management's ability to execute on these new, high-margin opportunities may view the recent re-rating as the beginning of a new valuation chapter. Cautious investors, however, may prefer to monitor upcoming earnings reports for tangible evidence of revenue diversification and margin expansion before committing capital.
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