The Mar-a-Lago Accord is restructuring the global monetary system around three pillars: energy, gold, and rare earths. Three stocks to anchor your portfolio: EQT, USGO, and USAR.
The last time the global monetary system was deliberately dismantled, it took a world war and a conference at a New Hampshire hotel to build the next one.
This time, it’s happening in plain sight. And the person pulling the strings isn’t hiding in Basel or Jackson Hole. He’s in Palm Beach.
I call it the “Mar-a-Lago Accord.” And I believe it’s the single most important financial event of our lifetimes. Not because of what it does to the dollar. But because of what it does to everything priced in dollars — which is, quite literally, everything you own.
I’ve studied monetary history for decades. And I can tell you this: what’s happening right now is unlike anything I’ve seen before. It’s not a crisis. It’s not a collapse. It’s a controlled demolition. And the people who understand it now will protect everything they’ve built. The people who don’t will watch their purchasing power evaporate.
Let me show you exactly what’s happening — and the three stocks I believe will anchor your portfolio through the greatest monetary transformation since Bretton Woods.
The Mar-a-Lago Accord: What Nobody’s Telling You
In early 2025, a document began circulating among central bankers, Treasury officials, and sovereign wealth fund managers. It outlined a radical restructuring of the global monetary system. The plan became known as the “Mar-a-Lago Accord,” named for the president’s Florida estate where the framework was reportedly first discussed.
The core idea is simple, even if the execution is complex. The United States would revalue its gold reserves. It would restructure its debt. And it would attempt to rebuild a monetary system backed by hard assets rather than the full faith and credit of a government that is now $36 trillion in the hole.
RealClearMarkets reported in April 2026 that the plan could involve “a gold-linked bond, a revaluation of the statutory price of U.S. reserves, or simply the continued erosion of dollar” hegemony. IESE Business School called it “a renewed era of dollar diplomacy.” Capital Economics published a full research note cutting through the chatter, concluding that the framework is real, even if its final form remains uncertain.
But here’s what most analysts miss. The Mar-a-Lago Accord isn’t just about gold. It’s about the entire architecture of American power. Tariffs to bring manufacturing home. Defense commitments tied to energy independence. And a deliberate restructuring of the dollar’s role as the world’s reserve currency.
It’s a controlled demolition. The old system is being taken down, piece by piece, to make way for something new. And the evidence is everywhere — if you know where to look.
The Evidence: This Is Already Happening
Central banks aren’t waiting for the formal announcement. They’re voting with their wallets.
The World Gold Council reported that central bank gold demand hit an estimated 244 tonnes in Q1 2026 alone. That’s net purchases. Gold that’s being bought and taken off the market. Over the past 36 months, central banks have been on a buying spree unlike anything in modern history.
China’s People’s Bank of China bought 15 tonnes of gold in June 2026 alone, bringing its cumulative 2026 purchases to over 40 tonnes — already exceeding the roughly 26 tonnes it bought in all of 2025. The PBOC is accumulating gold at nearly double last year’s pace.
ING forecasts gold averaging $4,325 per ounce in 2026. J.P. Morgan Global Research is even more aggressive, calling for prices to average $6,000 per ounce by Q4 2026, rising toward $6,300 per ounce. The World Gold Council’s Mid-Year Outlook noted that gold soared to record highs in January 2026, crossing above $5,500 per ounce intraday before a summer pullback below $4,000.
Gold officially surpassed the U.S. dollar as the world’s largest reserve asset. That’s not my opinion. That’s reported fact. The monetary order isn’t being demolished by accident. It’s being demolished by design. And the people demolishing it are the same ones buying gold by the ton.
But here’s the part that should make you sit up straight. The Mar-a-Lago Accord doesn’t just revalue gold. It restructures the entire American economy around energy independence, mineral security, and domestic production. And that creates three distinct opportunities — one in each pillar of the new monetary order.
I call it the Trifecta. Energy. Gold. Rare Earths. Three stocks. Three pillars. One thesis.
Pillar One: Energy — EQT Corporation (NYSE: EQT)
The Mar-a-Lago Accord requires American energy dominance. You can’t restructure the global monetary system without controlling the energy that powers it. And no resource matters more than natural gas.
Not oil. Not coal. Natural gas.
Here’s why. The AI revolution is creating an unprecedented demand for electricity. The International Energy Agency reported data center electricity demand surged 17% in 2025. The Hammin Institute forecasts natural gas consumption will rise by 3 to 6.1 billion cubic feet per day by 2026 just from AI data centers. Wood Mackenzie says gas turbine orders will peak in 2026 as developers scramble to secure equipment for 63 gigawatts of new gas capacity.
That gas has to come from somewhere. And the largest, lowest-cost producer in America is EQT Corporation.
EQT holds 28.0 Tcfe of proved reserves — up 7% year over year. Its 2026 production guidance is 2,275 to 2,375 Bcfe. In Q1 2026, EQT sold 618 Bcfe at a realized price of $5.27 per Mcf, generating record free cash flow of $1.83 billion and net income of $1.49 billion ($2.36 per share).
And yet, the stock trades at roughly $48.85 — near its 52-week low of $47.94, well below its 52-week high of $68.24.
The EIA forecasts Henry Hub natural gas prices averaging $4.00 per MMBtu in 2026, up 16% from 2025. Natural Gas Intelligence reports the EIA expects higher prices primarily due to increased LNG exports. Henry Hub futures are already climbing, with the front-month contract around $2.91 and forward months pricing in tighter supply.
EQT has increased its 2026 hedge percentage from 7% to 25%, with collars featuring a weighted average floor of $3.94. They’re protecting the downside while leaving enormous upside exposure to the gas price surge that AI demand will trigger.
21 analysts have given EQT a consensus rating of Buy, with an average price target of $70.10. That’s roughly 43% upside from today’s price. Analysts expect EQT to report $4.49 per share in earnings for fiscal 2026 — a 47.2% increase from $3.05 in 2025. Q2 2026 earnings drop on July 21.
Here’s the thesis in plain language. The Mar-a-Lago Accord demands American energy dominance. AI demand is about to send natural gas consumption through the roof. And the largest gas producer in the country is trading near its 52-week low with earnings growing nearly 50%.
That’s pillar one.
Pillar Two: Gold — U.S. GoldMining Inc. (NASDAQ: USGO)
If the Mar-a-Lago Accord revalues gold, you need to own gold. Physical gold is one thing. But the real leverage — the life-changing returns — comes from owning the companies that pull gold out of the ground.
Most gold miners are operating in dangerous jurisdictions. Mali, Burkina Faso, Russia, parts of Africa where a regime change can nationalize your mine overnight. But there’s one gold mining company sitting on a massive resource entirely within the United States. Alaska, to be specific.
U.S. GoldMining Inc. owns 100% of the Whistler Gold-Copper Project in Alaska. The project contains an indicated resource of 5.0 million gold equivalent ounces across three gold-copper porphyry deposits — Whistler, Raintree West, and Island Mountain.
In March 2026, the company delivered a Preliminary Economic Assessment that stunned the mining world. The Whistler PEA outlines an after-tax NPV5% of $2.0 billion and an internal rate of return of 33%. The project models annual production of 345,000 gold equivalent ounces over the first three years, with all-in sustaining costs of just $1,046 per gold ounce (by-product basis).
At today’s gold prices near $4,000 per ounce, that’s roughly $3,000 of margin on every ounce. At J.P. Morgan’s target of $6,000, it’s nearly $5,000 of margin per ounce.
The PEA uses base-case prices of $3,200 per ounce gold, $4.50 per pound copper, and $37.50 per ounce silver — all well below current spot prices. That means the actual economics are likely far better than the published numbers.
And the catalysts are stacking up. On July 6, 2026, U.S. GoldMining commenced its 2026 drilling program, targeting 6,000 meters across 8 to 10 high-priority exploration targets at Whistler. The company filed its PEA technical report, which triggered a 24.4% stock rally. Yahoo Finance noted the stock jumped on the new Whistler rating, dated June 25, 2026.
The stock currently trades around $7.80 to $8.50. Wall Street’s price prediction for 2026 sits at $30.75 — implying potential upside of nearly 300% from current levels.
Now let me be clear. This is an exploration and development company. It’s not producing gold yet. It’s higher risk than a major miner. But the Mar-a-Lago Accord fundamentally changes the risk-reward. If gold is revalued to $6,000 or beyond, a domestic U.S. gold resource of 5 million ounces with a 33% IRR becomes a strategic national asset. And the company sitting on it becomes a prime acquisition target.
The United States needs domestic gold. Not just as a monetary anchor, but as a strategic reserve. U.S. GoldMining is one of the very few companies that can provide it.
That’s pillar two.
Pillar Three: Rare Earths — USA Rare Earth Inc. (NASDAQ: USAR)
The third pillar of the Mar-a-Lago Accord is mineral security. You cannot build a new monetary order, a domestic manufacturing base, or a modern military without rare earth elements. And right now, China controls the supply.
In April 2025, China imposed export restrictions on heavy rare earths and permanent magnets. The Center for Strategic and International Studies reported that these restrictions “triggered rapid disruptions across allied defense and” industrial supply chains. In October 2025, China announced a second wave of export controls on rare earth elements and related products.
Then, on June 22, 2026, the Washington Post reported that Beijing slapped new restrictions specifically targeting U.S. companies helping Washington build a domestic supply chain. China isn’t just restricting exports. It’s actively trying to prevent America from building its own.
This is a national security emergency. And the U.S. government knows it.
That’s why the Commerce Department is investing. In January 2026, the Commerce Department took an equity stake in USA Rare Earth, providing a $1.3 billion loan and $277 million in federal funding. On May 21, 2026, USA Rare Earth was selected for up to $19.3 million in DOE funding to support pilot-scale rare earth element separation development. And in May 2026, the company finalized definitive agreements with the Commerce Department for access to $1.6 billion in total funding to accelerate the domestic heavy rare earth supply chain.
USA Rare Earth owns the Round Top rare earths deposit in Texas — one of the richest deposits of heavy rare earth elements in North America. The Round Top project received a $14.2 million grant in May 2026 and is estimated to generate approximately 260 jobs. Commercial production is expected to begin in 2028.
But the real breakthrough is happening right now in Stillwater, Oklahoma. USA Rare Earth has begun commercial magnet production at its Stillwater plant — the first domestic mine-to-magnets supply chain in the United States. The company announced successful production of its first batch of sintered permanent rare earth magnets at its Innovations Lab. The Stillwater facility was on track to complete commissioning in Q1 2026.
This is the only company in America building a complete, vertically integrated rare earth supply chain — from mine to magnet. And the U.S. government is backing it with $1.6 billion.
The stock trades around $18.48 to $18.60. The average analyst price target sits at $34.25 — implying roughly 85% upside. Price targets were raised to $35.00 in mid-May 2026, up from $29.00 and $30.00, driven by DOE funding news and ongoing commercial magnet production milestones.
Here’s the thesis. China has weaponized rare earth supply. The Mar-a-Lago Accord demands mineral security. The U.S. government is pouring $1.6 billion into the one company building a domestic mine-to-magnets supply chain. And the stock is trading near its lows after a June selloff described as “triple headwinds” — despite the fact that every single fundamental catalyst is moving in the right direction.
That’s pillar three.
The Trifecta
Let me put it all together.
The Mar-a-Lago Accord is a controlled demolition of the existing monetary order. It’s not coming. It’s happening. Central banks are buying gold at record pace. China is buying 15 tonnes a month. Gold has already surpassed the dollar as the world’s largest reserve asset. J.P. Morgan sees gold at $6,000 by year-end.
The new monetary order requires three pillars. Energy dominance. Gold revaluation. Mineral security. And for each pillar, I’ve identified the single best-positioned company in America:
Pillar One — Energy: EQT Corporation (NYSE: EQT) The largest natural gas producer in the United States. 28 Tcfe of reserves. Earnings growing 47%. Stock near its 52-week low at $48.85. Analyst target: $70.10 (43% upside). Q2 earnings July 21.
Pillar Two — Gold: U.S. GoldMining Inc. (NASDAQ: USGO) 5.0 million gold equivalent ounces in Alaska. PEA delivers 33% IRR and $2.0 billion after-tax NPV. Drilling program underway. Stock around $8. Analyst target: $30.75 (nearly 300% upside). The only significant domestic gold development project in America.
Pillar Three — Rare Earths: USA Rare Earth Inc. (NASDAQ: USAR) The only U.S. company building a complete mine-to-magnets supply chain. $1.6 billion in government backing. Commercial magnet production underway in Oklahoma. Round Top deposit in Texas. Stock around $18.50. Analyst target: $34.25 (85% upside).
Three stocks. Three pillars. One thesis.
I’m not telling you to sell everything and go all-in on these three. That’s not how responsible investing works. But I am telling you this: the monetary order is being restructured right now. The dollar’s reign as the unquestioned global reserve is ending. And the assets that will hold their value — and multiply in value — are the ones tied to energy, gold, and the critical minerals that the new system requires.
The “controlled demolition of the monetary order” isn’t a theory anymore. It’s a fact. The only question is whether you position yourself before it’s obvious to everyone else.
Because by then, the biggest gains will be gone.
I own this thesis. I believe in it. And I’m putting my name behind it.
Tom Anderson Editor, Wall Street Watchdogs
Wall Street Watchdogs is committed to uncovering the truth about financial markets and helping individual investors prepare for systemic risks that mainstream media won’t discuss. We receive no compensation from the companies or assets we analyze. This article is for educational purposes only and should not be construed as investment advice.
