President Trump secured a deal to seize control over a colossal new source of oil.

According to reports, we’re talking about 65 billion barrels spread across 17 Venezuelan oil fields.

For comparison, the United States currently has roughly 46 billion barrels of proven domestic oil.

Combined, that would put Washington in control of around 7% of all proven reserves on the planet.

The media are treating this as a deal to lower gas prices, rebuild Venezuela and refill America’s depleted Strategic Petroleum Reserve.

But, of course, they’ve missed the real story.

Because I don’t believe this is just about oil.

It’s about the U.S. dollar.

The last time America reset its monetary system, in 1974, oil sat at the very heart of it.

A secret pact with Saudi Arabia created the petrodollar – and changed the financial destiny of an entire generation.

Over the next 50 years, America created, on average, more than a thousand new millionaires every day.

Yet millions of ordinary workers and savers – who were never told that the rules of money had changed – watched their wages fall behind and their savings steadily hollowed out.

Now, assuming the deal is accurate as reported, Trump has secured a 35% U.S. government stake in the company controlling these Venezuelan fields…

Guaranteed access to 20% of its oil at production cost, with first refusal on the remaining 80%…

And concessions lasting an entire century.

Perhaps most revealingly, the agreement is pushing Chinese operators out of strategic Venezuelan oil fields.

That’s because Venezuela isn’t an isolated oil deal.

I believe it’s part of a much larger plan for Trump to reset America’s monetary system.

A reset that connects everything from the government’s billion-dollar stakes in obscure mining companies…

To the reopening of retired nuclear facilities and Trump's obsession with invading Greenland and annexing Canada.

And if I’m right, the consequences won’t stop at the gas pump.

This could affect the purchasing power of the money you’ve saved…

The value of the assets inside your investment portfolio…

And which companies receive the first flood of capital as Trump’s New Dollar takes hold.

Strung together by a flurry of executive orders and a 13-nation treaty signed inside the State Department, most folks have no idea this is happening – let alone how to prepare for it.

That’s why, in my new investigation, I reveal how Venezuela fits into Trump’s secret dollar reset…

Why this controversial initiative could be exposed to the world as soon as December…

The five mission-critical companies I believe sit at the center of the new monetary system…

And the name and ticker of my No. 1 move to make today.

Go here to watch it now.

Good investing,

Porter Stansberry

Wall Street came back from Labor Day and sold off. The Dow lost 628 points. Brent crude touched $99.46. The 10-year Treasury yield moved near 4.80%. And traders kept the odds of a September Fed hike near 60%. 

Oil was the main trigger. Fresh attacks on Saudi energy sites raised fears that more supply could be lost from the Gulf. That pushed crude higher. It also pushed inflation and rates back to the front of the market. Now Thursday’s PPI and Friday’s CPI will show whether higher costs are spreading.

Tuesday, September 8

Oil drove the day. Brent came within 54 cents of $100 a barrel. The move followed fresh attacks on Saudi energy sites. That raised fears that the fighting could hit more oil supply or shipping routes across the Gulf.

The Strait of Hormuz remains one of the most important oil routes in the world. Any deeper disruption can cut supply fast. That matters because higher oil prices do not stay inside the energy market. Fuel costs rise. Freight costs rise.

Airlines pay more. Factories can pay more. Consumers can pay more at the pump. That is why crude near $100 matters to the Fed.

The Dow fell 628.18 points, or 1.18%. The S&P 500 lost 0.58%. The Nasdaq fell just 0.32%. That gap matters. Tuesday was not a tech-led crash.

Health care and financial stocks did more damage to the Dow and S&P 500. The S&P 500 health-care sector fell about 2.5%. Amgen dropped about 10%. Boston Scientific fell 5.9% after a cyberattack disrupted operations. Financial stocks also lost more than 1%.

Energy moved the other way. The S&P 500 energy sector gained about 1% as crude climbed. Only 3 of 11 major S&P sectors finished higher.

The Nasdaq fell less than the other major indexes. Chip stocks helped. Intel jumped about 9%. Qualcomm rose 3.2% after announcing a major chip deal with Amazon.

The agreement could be worth as much as $60 billion. That helped keep semiconductor shares firm even while the broad market fell.

Software stocks were weaker. The S&P software and services group fell about 1.4%. Salesforce, Intuit and ServiceNow each lost roughly 4% to 5%. That split kept the Nasdaq’s decline smaller than the Dow’s.

The bond market moved with crude. The 10-year Treasury yield climbed near 4.80%. The 30-year yield moved near 5.25%. The 2-year yield rose to about 4.39%.

Higher oil can raise fuel, freight and factory costs. That can keep inflation high for longer. Bond traders know the Fed may have to respond.

Friday’s jobs report already showed a stronger labor market. Payrolls rose by 162,000. Economists had expected just 56,000. Unemployment stayed at 4.1%. Now oil adds another reason for the Fed to watch prices closely.

Traders kept the chance of a September rate hike near 60% Tuesday. That means a hike is still seen as slightly more likely than a hold. Two things are keeping those odds high. Jobs were much stronger than expected.

Oil keeps rising. The Fed now gets its last major inflation reports before the September 15–16 meeting. Producer prices arrive Thursday, September 10. Consumer prices follow Friday, September 11. Those reports can move the rate odds fast.

Gold fell Tuesday. Spot prices slipped about 0.4% to roughly $4,385.09 an ounce. Gold often gets support when war risk rises.

But higher yields work against it. Gold pays no interest. When Treasury yields climb, bonds become more attractive. Tuesday showed both forces at once. War risk pushed oil higher. Higher-rate bets kept pressure on gold.

Copper also climbed. Prices rose 1.5% to a record $14,728 a metric ton. That matters because copper is used in power grids, construction, electric vehicles and data centers.

Higher copper prices can raise costs across all of those areas. So oil is not the only raw material moving higher. The Fed now has several cost signals to watch.

Tuesday left investors with a short list of hard numbers:

The next two reports now matter more than anything else this week. Jobs were strong. Oil is near $100.

Treasury yields are high. If PPI and CPI come in hot, Fed hike odds can rise again. If inflation cools, those odds can fall fast. The Dow lost 628 points. Brent touched $99.46.

The 10-year yield moved near 4.80%. Fed hike odds stayed near 60%. PPI comes Thursday. CPI follows Friday. Oil has already moved. Now the inflation reports decide what the Fed does next.