The strength of the U.S. dollar used to be taken for granted. It was the foundation of retiree savings, the reserve currency of the world, and the one thing Americans believed Washington could never break.
But that foundation is cracking. Inflation has eaten away at nest eggs for years. The dollar itself has fallen as much as 10% this year – the worst start since 1973. Foreign governments and central banks are dumping U.S. assets and shifting to alternatives.
A weaker dollar means higher prices at home and lower confidence abroad. It is the root of the inflationary cycle, hurting retirees and savers today – not to mentioning mortgaging the future of younger Americans.
And it has set in motion a dangerous spiral that is pulling America closer to crisis.
Fortunately, there is a solution in the works – thanks to a bold plan coming out of the White House. And there are things you can do right now to protect yourself – and profit – no matter what happens.
We’ll get to all that in a moment. First, let’s talk about what’s happening with the U.S. Dollar, and why it’s under threat.
The Hidden Danger of America’s Debt Spiral
The deeper problem that doesn’t get discussed enough is the $37.43 trillion national debt (and counting). Interest payments alone now exceed Medicare and defense spending, making it the third-largest line item in the federal budget. They’ve quadrupled since 2015 and are on pace to hit $1.8 trillion annually by 2035.
This year alone, the dollar fell as much as 10%, its worst start to a year since 1973. Foreign banks and Treasuries are increasingly dumping dollar assets and holding alternatives instead, as you can see in the chart below.
As a result, the dollar’s share of global reserves has fallen to multi-decade lows. Countries like China and Russia are building payment systems that bypass the dollar entirely.
That means fewer buyers for Treasuries. This forces the U.S. to offer higher yields. Which makes the debt grow even faster. It’s a vicious cycle of inflation, rising rates, and exploding debt – a spiral that could trigger the worst financial crisis in modern history.
Legendary investors like Ray Dalio and economists like Ken Rogoff have warned that America could face a debt crisis within just a few years.
This is the reality we face. But there is a plan on the table to reverse it.
Trump’s Plan to Save the Dollar
On July 18, 2025, President Trump signed the GENIUS Act into law. It authorizes a new class of digital U.S. dollars, fully backed by Treasuries. I call them “Trump Dollars.”
These aren’t volatile cryptocurrencies. They aren’t central bank experiments. As I explained in a recent special investment briefing, each one is backed by a real dollar or Treasury bill. Which means every Trump Dollar created is tied directly to new demand for U.S. debt.
That new demand could be the key to breaking the debt spiral. It could lower rates, fight inflation, and restore the dollar’s global supremacy.
Institutions are already moving billions into this upgrade. Visa, PayPal, JPMorgan, BlackRock, Fidelity – all are racing to build infrastructure for Trump Dollars.
This is not just politics. It is the early stages of a generational investment boom. And it is happening now.
Now, you can get all the details about this “dollar upgrade” in my latest urgent briefing. (Just click here now to check it out.)
You’ll learn what’s happening, why it matters, and – most importantly, how you can profit.
But while Trump’s Dollar Upgrade unfolds, investors still need to defend themselves against the inflation and dollar weakness that are already here. That’s why, in today’s special report, I want to share three stocks that can help protect and grow your wealth in this environment.
Inflation-Beating Stock No. 1: A Reigning Giant in Gold
Gold has been considered “money” for more than 2,000 years. It is divisible, doesn’t rust or crumble, and cannot be created by governments.
That’s why investors run to gold in times of inflation and crisis. During the 2007–2009 crash, the S&P 500 fell more than 50% while gold gained nearly 28%. During the 2020 pandemic, gold soared to record highs.
Today’s conditions – runaway debt, instability in the banking system, global central banks hoarding gold – are aligned for gold to shine again. Governments themselves are stockpiling gold as they reduce exposure to the U.S. dollar.
And when gold prices rise, gold miners soar even higher. Miners have fixed costs. Each dollar increase in the price of gold flows straight into profits. That leverage means select miners can gain two, three, even five times more than the metal itself.
Agnico Eagle Mines (AEM) is one of those miners. It is among the few producing more than 3 million ounces of gold a year, with operations across Canada, Australia, Finland, and Mexico. In 2023, Agnico acquired Yamana’s Canadian assets, becoming the sole owner of the massive Malartic mine.
In 2024, Agnico set records with 3.5 million ounces of production and reserves of 54.3 million ounces. Earnings nearly doubled. If you want a proven hedge against inflation and dollar weakness, Agnico Eagle is one of the best.
Inflation-Beating Stock No. 2: A Retail Giant That Can “Pass Through” Inflation
Elite businesses are fantastic inflation defenses. They can pass cost increases onto customers, protecting their margins and shareholder value.
Think about it: If inflation drives wages or raw materials up 7%, Microsoft raises software prices 7%. The costs are passed through, and profits stay intact. Over time, dividends often rise even faster than inflation.
That is why owning elite businesses is better than holding cash, bonds, or even gold. They generate income, preserve purchasing power, and grow shareholder wealth through every cycle.
Costco Wholesale (COST) is one of the best examples. Its membership model locks in loyalty from 136 million cardholders. That loyalty gives Costco the ability to raise prices when costs rise without losing its base.
It’s worth noting that, unlike other retailers, Costco doesn’t need to desperately slash prices to compete for customers. The very fact that you need a membership to shop at Costco means the warehouse chain’s clientele is going to be higher income than the average retail chain. As such, they are going to have more cash to spend.
What’s more, the company’s recent results show that its shoppers are not only loading up on household essentials (like food) but also on discretionary goods like TVs and playground sets.
Also interesting is the fact that Costco began selling gold bars just a couple of years ago, and it has become a major cash cow. According to a Wells Fargo report, it estimates that Costco is selling as much as $200 million in gold bars a month!
I should also add that Costco is perhaps my favorite retailer. It’s just an incredibly well-run company. If you want a company catering to rich people, this is the company that caters to rich people. They show up in their SUVs and load up on stuff. The average Costco buyer is very affluent, and I should also add, they’re very loyal to their gas stations.
The results speak for themselves. Fiscal 2024 sales hit $249.6 billion, up 5%. Earnings jumped 17% to $7.37 billion. Membership renewals remain near record highs.
Bottom line, in times of inflation, few companies protect shareholders better than Costco.
Inflation-Beating Stock No. 3: The Monopoly of the AI Revolution
Artificial intelligence has been around for decades. But the launch of ChatGPT in late 2022 set off a wave of adoption unlike anything before. Over 100 million people signed up in just two months – faster than any technology in history.
AI is already transforming industries from aviation and finance to medicine and manufacturing. By 2030, the global AI market is projected to top $1.8 trillion. And 2025 is shaping up to be the year this revolution hits the mainstream.
But just as every great technological revolution produces a monopoly-like leader, AI has one too. That company is NVIDIA Corporation (NVDA).
NVIDIA invented the GPU in 1999 and today holds over 7,000 patents. Its chips are the backbone of AI. They train the large models that power ChatGPT, self-driving cars, and advanced robotics. They are three times faster than CPUs for machine-learning tasks – an advantage worth millions in time and energy savings.
Its dominance is reinforced by CUDA software, which locks developers into the NVIDIA ecosystem. Switching would require rewriting entire industries’ code – an insurmountable hurdle.
Financially, NVIDIA is in a class of its own. Analysts expect 2026 revenue of $206.38 billion, more than double last year, with earnings growth of nearly 50%. Its R&D budget is unmatched, keeping it years ahead of rivals.
NVIDIA is not just a chipmaker. It is the monopoly-like backbone of the AI revolution – and one of the most powerful growth engines investors can own today.
How You Can Prepare
Agnico Eagle Mines, Costco, and NVIDIA are strong ways to defend your portfolio from inflation and participate in growth despite dollar weakness. But the bigger opportunity lies in the Trump Dollars.
Trump’s Dollar Upgrade is not just a policy – it is a financial revolution. By tying new digital dollars to Treasuries, it could generate trillions in demand for U.S. debt, lower rates, and restore the dollar’s global leadership.
Institutions are already moving billions. But most individual investors are still in the dark.
That is why I’ve prepared a special research briefing that reveals the details on a full list of companies positioned to soar from this trend – including my #1 Trump Dollar stock. It could turn a small stake into life-changing wealth.
Sincerely,
Editor, Market 360
