★ THE ASSEMBLY LINE
1
 Ford Adds 1,200 Workers for F-150. A new third shift at the Dearborn Truck Plant aims to boost F-Series output by 50,000 trucks this year. The ramp-up follows an aluminum supply disruption from a fire at a key Novelis plant.
2
 Ford Blue Posts Best Quarter in Years. The segment that includes F-150 reported $1.9 billion in EBIT on $23.9 billion in revenue in Q1 — an 8.1% margin. F-Series remains the company’s profit engine.
3
 F-150: America’s Best Seller for 44 Straight Years. The F-Series has been the top-selling vehicle in the United States since 1982 — 44 straight years. Ford sells roughly one F-Series truck every 40 seconds.

Did You See What Trump Hinted At?

If you had followed Nancy Pelosi's stock picks for the last few years, you'd have outperformed the market by over 40%.

In 2024 alone, her portfolio gained 71% while the market returned just 28%.

In 2023, she earned 65% returns while the S&P 500 gained only 24%.

That's what happens when you have access to information the rest of us don't.

It's pretty clear to anyone with eyes that there's a big club of "insiders" trading ahead of everyday Americans.

Congressional leaders outperform rank-and-file lawmakers by up to 47% per year, according to researchers.

The game is rigged. It always has been.

But here's what most Americans have no idea about: The latest insider opportunity is happening right now.

And it's bigger than any stock trade Pelosi has ever made.

Buried within Trump's plans is a new strategy on gold. One that hasn't been used in the last 100 years.

Gold revaluation.

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And just like with Pelosi's stock trades, the insiders are already positioning themselves.

This new guide reveals how everyday Americans can position themselves alongside the insiders.

It's called The Great Gold Reset.

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★  Monday — The Price Tag
You Spend $48,000 on America’s Best-Selling Truck. Here’s Where Every Dollar Goes.
The Ford F-150 XLT. Built in Dearborn. Sold every 40 seconds. Dissected dollar by dollar.

Somewhere in America, right now, somebody is buying an F-150.

Ford sells roughly one every 40 seconds. It’s been the best-selling vehicle in the country for 44 straight years. Not the best-selling truck. The best-selling vehicle. Period. Ranchers buy them. Contractors buy them. Suburban dads buy them. The Secret Service drives them.

The XLT is the sweet spot — the most popular trim for retail buyers. It starts at about $48,000 with destination. Twin-turbo V6. A 12-inch digital dash. And a military-grade aluminum body that shaved 700 pounds off the old steel version back in 2015.

Forty-eight thousand dollars. That’s a lot of money. I wanted to know where it goes. So I broke it open.
WHERE YOUR DOLLAR GOES — F-150 XLT AT $48,000
Estimated breakdown based on Ford’s segment financials and automotive industry benchmarks. Ford does not publish per-vehicle cost data.
45% 13% 6% 8% 13% 15%
MATERIALS & PARTS
~$21,600 45%
Aluminum, steel, engine, electronics, glass, tires, purchased parts
 
LABOR & FACTORY
~$6,200 13%
UAW assembly workers, robots, tooling, plant operations
R&D & ENGINEERING
~$2,900 6%
Vehicle design, testing, BlueCruise, safety systems
 
MARKETING & CORPORATE
~$3,800 8%
Advertising, fleet sales, warranty reserves, corporate
DEALER MARGIN
~$6,200 13%
Holdback, incentives, and gross profit for the dealer
 
FORD PROFIT
~$7,300 15%
F-Series truck margins are Ford’s highest of any product line
★ WHERE IT’S BUILT
Final Assembly Dearborn, MI
2.7L EcoBoost Engine Lima, Ohio
10-Speed Transmission Livonia, MI
Aluminum Body Panels U.S. & Imported
Electronics & Chips Global Supply
Stamping & Body Dearborn, MI
★

The F-150’s AALA label shows roughly 55–60% U.S. and Canadian content. The engine is cast in Lima, Ohio. The transmission is built in Livonia, Michigan. The body is stamped at the Rouge Complex. But modern trucks are global machines — semiconductors come from Asia, some aluminum from abroad, and sensors from a web of international suppliers. It’s not 100% domestic. But the heart of the truck is American.

The biggest chunk of your $48,000 — about $21,600 — goes to materials and purchased parts. Suppliers produce more than 70% of a vehicle’s content, according to industry data. Another $6,200 covers labor and the factory itself: UAW workers, robots, tooling, and plant operations. That money stays in Michigan and Missouri.

Your dealer keeps about $6,200 in margin. And Ford’s estimated truck profit? Roughly $7,300 per XLT. F-Series trucks carry the highest margins of any Ford product. They fund everything else the company does — including the billions Ford is losing on electric vehicles.

Think about that. Every time you buy an F-150, you’re funding Ford’s future. The truck pays for the transition.
★ Built in Dearborn

The Dearborn Truck Plant sits on the Rouge Complex that Henry Ford built in the 1920s — where Ford has manufactured vehicles for nearly a century. In the 1930s, iron ore came in one end of the Rouge and finished cars rolled out the other. Today, Ford just added a third shift and 1,200 new workers to ramp F-150 production by 50,000 trucks this year. The plant runs around the clock, three shifts, seven days a week.

F-150s are also assembled at Kansas City Assembly in Claycomo, Missouri. Between the two plants, Ford employs thousands of UAW workers building America’s truck.
★ THE INVESTOR ANGLE — FORD MOTOR (NYSE: F)
Share Price
~$17
+77% Off 52-Wk Low
Dividend Yield
3.4%
$0.15/Quarter
Adj EBIT Guide
$8.5–10.5B
Raised in Q1

Ford is a complicated stock right now. The truck business is booming — Ford Blue posted $1.9 billion in EBIT in Q1. Ford Pro, the commercial division, added another $1.7 billion. But Model e, the EV arm, lost $777 million in the same quarter. The company is funding the future with truck profits. That’s a gutsy bet.

The bull case: Ford trades at about $17 a share. That’s up 77% from its 52-week low of $9.88, but still cheap on a book value basis. The dividend yields 3.4%. Management just raised adjusted EBIT guidance to $8.5–$10.5 billion. And F-Series demand is strong enough that Ford is adding shifts and hiring workers, not cutting them. Ford Pro’s paid software subscriptions hit 879,000 — up 30% — adding a recurring revenue stream on top of the hardware.

The bear case: EV losses continue to bleed cash. F-Series sales are down 16% year-to-date from the Novelis supply disruption. And analyst targets are divided — some see $20, others still see $10. The consensus is unsettled. Ford is a stock where you get paid to wait through the dividend. But you need patience and a strong stomach. The truck is the reason to believe.