Two US service members were killed in Jordan following an Iranian missile attack, while a third remains missing, raising the confirmed US death toll in the Iran war to 16
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2026 has been a historic year for well-diversified investment portfolios:
The Permanent Portfolio is on track to gain +16% in 2026, its best annual return in 30 years.
This strategy consists of equal weights of US stocks, 10-year Treasuries, commodities, and cash.
This comes as commodities are up +26% year-to-date, equivalent to an annualized gain of +54% while the S&P 500 is up +10%, or +20% annualized.
On the other hand, the 10-year Treasury bond price return is down -4% so far in 2026, equivalent to an annualized decline of -8%.
Commodities are becoming a key driver of portfolio returns.
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The Permanent Portfolio is on track to gain +16% in 2026, its best annual return in 30 years.
This strategy consists of equal weights of US stocks, 10-year Treasuries, commodities, and cash.
This comes as commodities are up +26% year-to-date, equivalent to an annualized gain of +54% while the S&P 500 is up +10%, or +20% annualized.
On the other hand, the 10-year Treasury bond price return is down -4% so far in 2026, equivalent to an annualized decline of -8%.
Commodities are becoming a key driver of portfolio returns.
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England
After recent events in Ireland where migrants are attacking people, we decided to repost this shocking footage from an incident last August in UK, to show people what’s really happening with migrants and their actions.
Please, young people in Ireland and UK be careful, these foreigners don’t play around. They don’t fist fight, they sta b and want to wipe our nations out.
If you can, please support our work:
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After recent events in Ireland where migrants are attacking people, we decided to repost this shocking footage from an incident last August in UK, to show people what’s really happening with migrants and their actions.
Please, young people in Ireland and UK be careful, these foreigners don’t play around. They don’t fist fight, they sta b and want to wipe our nations out.
If you can, please support our work:
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US small businesses are struggling with inflation:
In June, 21% of US small business owners reported inflation as their single most important business problem, the highest reading since October 2024.
This percentage has surged +10 points over the last 12 months.
By comparison, the reading peaked at ~36% in 2022 and at ~21% during the 2008 Financial Crisis.
As a result, the proportion of small firms that raised their average selling prices rose +2 percentage points in June, to 38%, the highest since January 2023.
This marks the 4th consecutive monthly increase and is more than double the long-term average of ~14%.
Price pressures are hitting US small businesses.
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In June, 21% of US small business owners reported inflation as their single most important business problem, the highest reading since October 2024.
This percentage has surged +10 points over the last 12 months.
By comparison, the reading peaked at ~36% in 2022 and at ~21% during the 2008 Financial Crisis.
As a result, the proportion of small firms that raised their average selling prices rose +2 percentage points in June, to 38%, the highest since January 2023.
This marks the 4th consecutive monthly increase and is more than double the long-term average of ~14%.
Price pressures are hitting US small businesses.
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CLOSED BORDERS: It is insane that Secretary Duffy had to change the rules to stop illegal aliens who don't speak english from driving big rigs. First, why are illegal aliens allowed to drive them in the first place. Second why is anyone regardless of status allowed to drive them if they don't speak english?
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A construction crane collapsed onto homes and parked cars as strong winds and heavy rain swept through Coquimbo, Chile. The falling crane struck five houses and six cars. One woman sustained leg injuries.
Imagine you’re just sitting on the toilet blasting out a bean & beer burrito ...and a crane takes out half your house.
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Imagine you’re just sitting on the toilet blasting out a bean & beer burrito ...and a crane takes out half your house.
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The missile that killed two American soldiers in Jordan also damaged multiple U.S. aircraft, both manned and unmanned...
-Per the WSJ, manned and unmanned American aircraft were hit in Iran's attack on Muwaffaq Salti Air Base, where hundreds of U.S. personnel and dozens of warplanes have staged strikes on Iran
-The most alarming detail: U.S. officials say Iran has ADAPTED, firing missiles that travel at extremely high speeds and maneuver as they descend, with concerns the regime is getting targeting help from CHINA or Russia
-The base is defended by THAAD, America's most advanced missile shield, and the salvo still got through to housing units and flight lines
-Washington's answer is reinforcement: F-16s from Germany, stealth F-35s from England, and more tankers are all rushing to the region
-Iran formally withdrew from the MOU Saturday, with Mojtaba warning of "unforgettable lessons" if strikes continue
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-Per the WSJ, manned and unmanned American aircraft were hit in Iran's attack on Muwaffaq Salti Air Base, where hundreds of U.S. personnel and dozens of warplanes have staged strikes on Iran
-The most alarming detail: U.S. officials say Iran has ADAPTED, firing missiles that travel at extremely high speeds and maneuver as they descend, with concerns the regime is getting targeting help from CHINA or Russia
-The base is defended by THAAD, America's most advanced missile shield, and the salvo still got through to housing units and flight lines
-Washington's answer is reinforcement: F-16s from Germany, stealth F-35s from England, and more tankers are all rushing to the region
-Iran formally withdrew from the MOU Saturday, with Mojtaba warning of "unforgettable lessons" if strikes continue
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