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Dear Reader,
It's the most important energy breakthrough in one hundred years. Yet, most investors have still never heard of it.
A single unit can be transported by truck...
Dropped next to a data center, military base, or industrial site...
And deliver reliable power for decades.
I like to think of it as the "Starlink of Energy."
Starlink brought internet to places cables couldn't reach.
The Energy Cube brings power to places the grid can't easily serve.
What's remarkable is that the underlying technology isn't new.
Versions of it have been used by the U.S. Navy for decades.
Big Oil buried this breakthrough - just like the electric car before it - using smear campaigns and powerful lobbies.
But until recently, it remained largely outside the public spotlight.
Now that appears to be changing.
Big Tech is searching for new sources of electricity.
Washington is accelerating domestic energy projects.
And a key government milestone expected this August could draw significant attention to this space.
Click here for the full story.
There's a small stock with tremendous upside potential at the center of it.
Yours in smart speculation,
Karim Rahemtulla
Co-Founder, Monument Traders Alliance
Trump Accounts: Comparing the 5 Selected Low-Cost Index ETFs
Reported by Jessica Mitacek. First Published: 7/16/2026.
Key Points
- Trump Accounts, launched on July 4, offer tax-advantaged investing for children under 18, with $1,000 in government funding for babies born between 2025 and 2028.
- The U.S. Treasury released a list of five low-cost index funds selected for eligibility, with the State Street SPDR Portfolio S&P 500 ETF as the default option at launch.
- The five selected ETFs include SPYM, IVV, VTI, SPTM, and ITOT, which differ in diversification, expense ratios, dividend yields, and levels of institutional ownership.
- Special Report: SpaceX is offering you shares. Don't take them.
No matter where you stand politically, most Americans can agree on one thing: the country is firmly in an affordability crisis. From a lopsided housing market and elevated used car prices to college tuition and higher energy prices fueling inflation, prices for everyday necessities and wealth-building milestones are near all-time highs.
To help younger generations address that issue, the Trump administration announced in December 2025 that it would establish Trump Accounts, tax-advantaged investment vehicles for U.S. children under the age of 18.
3 AI stocks to buy before August 2026 (Ad)
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Click here to get all three AI stock names from Alexander GreenOfficially launched on July 4, the accounts offer government funding of $1,000 for eligible babies born between 2025 and 2028, with up to $5,000 in additional funding from family and friends permitted each year.
The idea behind the accounts is to give eligible children a head start. And on July 1, the U.S. Treasury Department released its list of low-cost index funds that plan participants can choose from. While the State Street SPDR Portfolio S&P 500 ETF (NYSEARCA: SPYM) is currently the default investment in Trump Accounts at launch, the Treasury intends to add four additional funds to its list of offerings in the coming months.
State Street’s Ultra-Low-Cost S&P 500 ETF
Formerly trading under the ticker SPLG, SPYM is a passively managed fund that tracks the S&P 500.
At just 0.02%, it has one of the lowest expense ratios on the market. A hypothetical $50,000 invested in SPYM would incur fees of just $10 annually.
The fund invests primarily in mega- and large-cap U.S. equities. As it mirrors the S&P 500, it has gained more than 10% this year and more than 20% over the trailing year.
Like the index itself, SPYM’s portfolio is heavily tilted toward tech names, including the Magnificent Seven and AI stocks such as Broadcom (NASDAQ: AVGO) and Micron Technology (NASDAQ: MU).
Because of that, the fund is expected to outperform weighted benchmarks during rallies and underperform during pullbacks and corrections due to its elevated tech exposure.
iShares’ S&P 500 Low-Cost Fund Offers Appealing Yield
The iShares Core S&P 500 ETF (NYSEARCA: IVV) is comparable to SPYM in that it is passively managed, uses weighted tracking of the S&P 500, and has a very low expense ratio—its 0.03% is only marginally higher than SPYM's.
As a result, the ETF has performed almost identically year to date and over the past 12 months, while its holdings are nearly indistinguishable from SPYM’s list.
With nearly $890 billion in assets under management (AUM), IVV is the largest fund eligible for Trump Accounts.
One area where the fund differentiates itself is its dividend, which yields 1.08%—or $8.18 per share annually—compared with SPYM’s dividend yield of 1.03%.
The ETF is also popular among smart money investors. Current institutional ownership stands at more than 70%.
Vanguard’s Holistic U.S. Stock Market ETF
Whereas the first two options limit exposure to the 500 largest publicly listed U.S. companies, the Vanguard Total Stock Market ETF (NYSEARCA: VTI) tracks the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. equity market.
In doing so, the fund provides meaningfully greater diversification with just shy of 3,500 holdings.
However, because it is market-weighted, there is still a bias toward tech, which accounts for nearly 36% of the portfolio, with 16% exposure allocated to the semiconductor industry.
At 1.05%, VTI’s dividend falls between SPYM’s and IVV’s and pays $3.90 per share annually.
But in the era of thematic ETFs, VTI’s broad exposure has led to below-average institutional ownership of just 28.92%.
State Street’s Broad-Based, Well-Balanced Composite Fund
With more than 1,500 holdings, the SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEARCA: SPTM) provides greater diversification than SPYM and IVV without tracking the total U.S. market index like VTI.
The fund’s dividend yields 1.05%, or 96 cents per share annually, and its expense ratio of 0.03% is in line with the other ETFs on this list.
But with less than $14 billion in AUM, SPTM is the smallest fund among these five options.
Where SPTM stands out is in its broader market-cap exposure.
By combining large-, mid-, and small-cap U.S. stocks, the fund offers greater diversification than SPYM and IVV, although its sector mix remains similar to that of other broad-market funds.
Technology still accounts for nearly 36% of the portfolio, followed by financials at nearly 13%, consumer discretionary at 10%, and communication services and industrials, both around 9%.
iShares’ Total Market Offering
The iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA: ITOT) offers broader diversification than SPYM and IVV, as it tracks the S&P Total Market Index, which provides exposure to U.S. stocks across market-cap segments.
With nearly 2,500 companies in its portfolio, ITOT offers a more balanced sector approach with allocations similar to SPTM.
However, its dividend yields just 0.99%—the lowest of all five options eligible for Trump Accounts—and institutional ownership has seen nearly as much selling as buying over the past 12 months, with just over $801 million in inflows versus nearly $737 million in outflows.
Constellation Brands: Beer Growth and Buybacks Mask Stock's Slump
Reported by Chris Markoch. First Published: 7/9/2026.
Key Points
- Constellation Brands topped revenue expectations but missed on adjusted EPS in its fiscal 2027 first-quarter report, even as the stock trades near multi-year lows.
- The beer segment, led by Modelo Especial and Corona Extra, kept growing while Wine and Spirits posted strong organic sales gains despite a large reported decline tied to a divestiture.
- New CEO Nicholas Fink outlined an occasion-based growth strategy as the company continued returning cash to shareholders through buybacks and dividends amid raised full-year guidance.
- Special Report: SpaceX is offering you shares. Don't take them.
Constellation Brands (NYSE: STZ) delivered its fiscal year 2027 Q1 report on June 30 with mixed results. Revenue of $2.43 billion beat expectations of $2.39 billion. However, Constellation missed the bottom line, reporting adjusted earnings per share (EPS) of $3.43, below expectations of $3.70.
Even so, earnings were higher year over year (YOY). Management also raised its full-year reported EPS outlook to $11.50 to $12.20 and reaffirmed comparable guidance of $11.20 to $11.90. At the midpoint, reported EPS would be 23% higher YOY.
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Click here to get all three AI stock names from Alexander GreenThat hasn’t done much to satisfy investors. As of the market close on July 8, STZ continued to trade near multi-year lows around $130, keeping shares below their 200-day moving average of roughly $146, and the stock's MACD remained in negative territory.
When it comes to earnings reports, investors often pay too much attention to what the company did and not enough to its future outlook. In the case of Constellation Brands, that’s a disconnect worth examining, particularly as STZ is trading approximately 29% below the analysts’ consensus price target of $167.89.
Constellation's Beer Business Continues to Drive Growth
Constellation's beer segment, anchored by Modelo Especial and Corona Extra, grew net sales 2% on a 1.8% increase in shipment volumes. Operating margin held roughly flat at 39%. Depletions, a measure of what's actually moving off store shelves, dipped a modest 0.3%. The company remained the top dollar-share gainer in the U.S. beer category during the quarter, with five of the 15 top share-gaining brands nationally.
Wine and Spirits told a more complicated story. Reported net sales fell 47%, but that decline was almost entirely due to last year's divestiture of a large portion of the mainstream wine portfolio. Strip that out, and organic net sales actually grew 8%, with depletions up 6.6%. The Kim Crawford brand’s depletions grew by roughly 4%, while Mi CAMPO Tequila surged 62%. The segment's operating loss narrowed sharply, improving 140 basis points to a margin of negative 0.7%.
Constellation Challenges the GLP-1 Bear Case
A popular bear thesis for beer and wine stocks holds that GLP-1 weight-loss drugs are suppressing overall drinking. Constellation's numbers argue against that story, at least for now. If GLP-1 adoption were driving a broad pullback in alcohol consumption, beer volumes should be falling alongside wine and spirits. Instead, beer shipments grew, and organic sales and depletions for wine and spirits both increased.
This suggests that Constellation Brands is adjusting to changing consumer tastes. That's different from a company stuck in a doom loop of declining demand.
What shows up in the numbers is lower pressure on the income ladder. Management described a "discerning and value-conscious consumer mindset," particularly among lower-income households, as gas prices rose more than 50% nationally during the quarter.
That's the K-shaped economy playing out in real time: a bifurcated consumer base, with higher-end brands with strong equity, like Modelo and Kim Crawford, continuing to find buyers even as lower-income households pull back elsewhere.
Constellation Rewards Shareholders With Buybacks and Dividends
Constellation returned over $400 million to shareholders during the quarter. That was split between $324 million in year-to-date share repurchases and a quarterly dividend of $1.03 per share. Management is targeting a comparable net leverage ratio of approximately 3x while continuing to fund the construction of a third brewery in Veracruz, Mexico. Operating cash flow rose 4% to $662 million, and free cash flow increased 9% to $485 million.
New CEO Nicholas Fink Outlines Constellation's Growth Strategy
This was the first earnings report with Nicholas Fink as President and Chief Executive Officer (CEO). Fink used the earnings commentary to lay out an occasion-based growth strategy. The plan centers on understanding when, where, and why consumers choose specific brands, rather than treating growth purely as a distribution or pricing exercise.
Fink singled out Modelo Especial's continued distribution runway and relatively low brand awareness as a specific opportunity, alongside continued investment in fast-growing Pacifico and Mi CAMPO.
Constellation Stock Offers Value for Patient Investors
At roughly 11x earnings, Constellation trades at a discount that looks reasonable for a defensive consumer name with a dominant beer franchise and an improving wine-and-spirits business. The stock's continued technical weakness suggests the market hasn't fully priced in the operating improvement yet.
To be fair, risks remain. Wine and Spirits still operates near breakeven, tariff exposure on agricultural inputs is an ongoing concern the company flags directly in its filings, and the broader beverage alcohol category faces real questions about long-term consumption trends.
But this quarter's results suggest the pressure so far is more about consumer selectivity than a structural retreat from alcohol altogether. For patient investors, Constellation's combination of earnings growth, aggressive capital returns, and a still-skeptical stock chart is worth watching closely.
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