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It's 'Round To It' Time ~
Wednesday, September 2, 2026
Jason Bodner warns some AI stocks may be due for a fall
Trump’s Golden Vision Raises One Big Retirement Question
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Additional Reading from MarketBeat Media
Blueprint for a Boom: SEC Clears the Crypto Runway
Authored by Jeffrey Neal Johnson. Published: 8/21/2026.
Key Points
- The SEC's proposed Regulation Crypto Assets, including Rule 500, would preempt state Blue Sky laws and create a formal framework for tokenized investment contracts.
- Falling risk-free yields and White House-backed legislative momentum are reinforcing the SEC framework, potentially driving institutional capital into digital asset infrastructure.
- Coinbase Global, Robinhood Markets, and Circle Internet Group are positioned as infrastructure beneficiaries, each already showing volume surges tied to the regulatory news.
- Special Report: SpaceX is offering you shares. Don't take them.
For years, the digital asset sector traded at a steep regulatory discount. Institutional capital remained sidelined, deterred by the threat of enforcement actions and a patchwork of state-level restrictions. The Securities and Exchange Commission may have removed that roadblock. By publishing Regulation Crypto Assets, the agency provided a formal framework for tokenized investment contracts.
This could shift the digital asset landscape away from a gray zone of perpetual litigation and toward a structured market built for broad adoption. A clear pathway for real-world asset tokenization and compliant secondary trading now exists.
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Click here to learn this company's name for free todayCapital markets are already reacting, with sharp volume spikes across the sector's foundational infrastructure operators. Capitalizing on this shift means looking past short-term volatility and focusing on the platforms built to capture the incoming flow.
Demolishing the Discount Rate
The core of this potential unlock lies in the newly proposed Rule 500, which would preempt state-level "Blue Sky" laws for primary issuances and secondary trading of covered investment contracts. Historically, public platforms faced significant friction when listing new digital assets, burdened by the compliance rules of 50 different states. Federal preemption would remove that fragmentation.
Complementing this shift are Rules 200 and 300, which would establish formal exemptions for raising capital. These rules would permit companies to raise up to $75 million annually under a tiered structure modeled after traditional Regulation A frameworks.
Crucially, the proposed rules classify qualified covered investment contracts as unrestricted securities. This would address the long-standing liquidity bottleneck, allowing immediate secondary transferability without lengthy holding periods.
Rule 400 provides the ultimate exit ramp. It would offer a safe harbor under which a token ceases to be an investment contract once the issuer's essential managerial work is complete. Protocol developers would no longer need to maintain litigation reserves to defend their listings and could redirect that cash flow toward product development, talent acquisition and revenue-generating infrastructure.
Perfect Storm: Macro Tailwinds Fuel the Build
Regulatory clarity rarely arrives in a vacuum, and a macroeconomic pivot is currently amplifying the potential impact of this new SEC framework. Falling yields are compressing the risk-free rate—the return on ultra-safe assets such as cash and Treasuries. When safe assets yield less, institutional capital naturally moves further out on the risk curve in search of higher returns.
Digital asset infrastructure, known for its high-beta characteristics, could become a prime destination for this yield-seeking capital. The timing of this shift is notable. The White House recently hosted a summit with crypto executives, alongside legislative momentum for the Digital Asset Market Clarity Act.
This executive-legislative working relationship could limit the risk of a political rollback. It would reinforce the durability of the SEC's framework and provide a unified, pro-growth mandate. The convergence of a lower risk-free rate and sudden regulatory de-risking creates an ideal environment for a re-rating across the sector.
The Picks, Shovels, and Heavy Machinery
When an emerging sector gains institutional legitimacy, the most sustainable returns often come from its infrastructure layers—the picks and shovels of the digital economy.
Coinbase Global: Architecting the Prime Brokerage
Institutional prime brokerage is positioned to capture a significant portion of the influx from real-world asset tokenization. Coinbase Global, Inc. (NASDAQ: COIN) stands to benefit directly from increased secondary-trading velocity and custody mandates. Recent trading volume surged past 16.7 million shares, up from a 30-day baseline of approximately 7.4 million.
Although Coinbase Global recently absorbed some margin compression because of infrastructure buildouts, reflected in trailing earnings per share of approximately negative $3.84, its top-line transaction flows are positioned to expand rapidly.
Coinbase stock carries a high beta of about 3.36, indicating strong leverage to broader market movements.
The new Form 1-CRYPTO pipeline for primary offerings could drive underwriting and quotation flows directly through Coinbase's execution venues.
Capturing this primary-issuance pipeline could reverse recent revenue contractions and maximize Coinbase Global's long-term operating leverage.
Robinhood Markets: Wiring the Retail Infrastructure
Robinhood Markets, Inc. (NASDAQ: HOOD) presents a highly profitable retail engine ready to capture renewed digital asset volume. The brokerage recently reported healthy profitability, generating approximately 62 cents in earnings per share alongside revenue growth of more than 32%.
With a net margin of around 42%, Robinhood Markets has established a fortified capital base. Its stock currently trades at a forward price-to-earnings ratio near 47, reflecting strong growth expectations. The removal of the enforcement overhang would allow the company to leverage its broad retail footprint more aggressively. Without the friction associated with restricted securities, Robinhood could facilitate broader participation in compliant secondary trading, sidestepping the compliance challenges that have historically stifled its expansion in the crypto space.
Circle Internet Group: Pouring the Base Layer
The backbone of any compliant on-chain ecosystem is a stable, regulated settlement layer. Circle Internet Group, Inc. (NYSE: CRCL) recently reported an approximately 151% year-over-year increase in USDC volume, highlighting strong demand for digital dollars.
Following the SEC announcement, the stock traded nearly 23 million shares, well above its baseline of 10 million shares.
Circle Internet Group currently operates with low trailing net margins because of heavy capital expenditures associated with the launch of its Arc blockchain infrastructure. Rule 500's state preemption would directly address the regulatory friction constraining real-world asset tokenization.
By removing these regional regulatory barriers, the Arc infrastructure developed by Circle Internet Group would be well positioned to serve as a key set of rails for incoming liquidity, transforming high upfront costs into a highly scalable enterprise currently trading at a price-to-sales multiple of around 7.2.
Inspecting the Finished Blueprint
The formalization of Regulation Crypto Assets would permanently alter the valuation models applied to digital asset brokerages and infrastructure operators. Removing regulatory risk would allow the market to value these equities based on transaction flow, custody assets and ecosystem utility rather than legal uncertainty.
Although the integration of traditional finance and blockchain infrastructure will undoubtedly face operational and execution hurdles, investors seeking exposure to this structural shift may find value in evaluating the platforms facilitating this transaction velocity. Investors looking to position themselves ahead of the curve may consider adding the names above to their watchlists as primary offering pipelines begin to open and institutional volume accelerates.
Additional Reading from MarketBeat Media
Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain
Authored by Chris Markoch. Published: 8/24/2026.
Key Points
- Long-term Treasury yields rebounded even after the Treasury Department expanded bond buybacks, suggesting the programs alone cannot contain borrowing costs.
- Rate-sensitive stocks like Realty Income and D.R. Horton face pressure from elevated financing costs, weaker demand, and less competitive dividend yields.
- Palantir's stock rally has stalled near $170 as higher Treasury yields prompt investors to reassess valuations of high-growth, risk-on assets.
- Special Report: SpaceX is offering you shares. Don't take them.
Long-term Treasury yields are rebounding despite the government's expanded bond-buyback plan, putting renewed pressure on rate-sensitive stocks. The 30-year Treasury yield recently reached its highest level since 2007, prompting the U.S. Treasury Department to announce expanded long-duration buybacks to relieve pressure on the long end of the bond market.
Yields bounced right back anyway. That's a sign that buyback programs alone may not be enough to keep a lid on borrowing costs. To be fair, bond yields don't move stock prices directly. But they influence the assumptions investors use to price stocks, and that's where the real damage—or opportunity—emerges.
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Click here to learn this company's name for free todayIt's accurate to note that 30-year yields are not high by historical standards. But the long arc of history doesn't mean much to investors, consumers and businesses that became accustomed to operating in a world where low yields were expected.
When financing costs remain elevated, businesses sensitive to dividends, growth and momentum are repriced first, often before their actual earnings show any strain. The key is to understand how higher bond yields could impact specific stocks and sectors. The risks are different, but equally real.
Realty Income: The Monthly Income Payer May Get Comparison Shopped
Realty Income (NYSE: O) is known as The Monthly Dividend Company®. As a real estate investment trust (REIT), the company is required to pay out at least 90% of its earnings to shareholders as a dividend. The predictability of that dividend is also matched by an attractive 5.25% yield.
However, Realty Income has also delivered attractive share-price growth despite a challenging commercial real estate market. That's why Realty Income has delivered a total return of over 640% in the last 20 years.
Higher long-term interest rates may start to make Realty Income's dividend look less competitive. That could change if the company continues to deliver double-digit stock-price growth. That will depend on earnings, which may come under pressure if higher long-term bond yields increase the company's financing costs.
Analysts forecast approximately 3.8% earnings growth over the next 12 months. That's consistent with its earnings growth rate over the last 10 years, which may make the stock more attractive for current shareholders to hold. However, investors on the sidelines may want to wait for confirmation of that earnings growth before committing capital.
D.R. Horton: A Direct Correlation With a Frozen Housing Market
D.R. Horton (NYSE: DHI) is one of the nation's largest homebuilders. It may surprise investors to see that DHI is up nearly 55% over the last five years despite a housing market that seized up once interest rates began moving higher.
Homebuilders are dealing not only with soft consumer demand, but also with higher input costs. Theoretically, higher bond yields could lead to actions that bring inflation down. That would help with the input-cost issue. But the demand problem will only be solved by lower mortgage rates, which are inconsistent with higher Treasury yields.
This has shown up in the company's earnings per share (EPS), which have declined year over year (YOY) for the past four quarters. In a higher-for-longer rate environment, D.R. Horton will likely have to rely on more promotions. That will put pressure on margins. Adding to that pressure, the homebuilder cut its forward revenue guidance when it reported Q3 2026 earnings in July.
Bullish analysts point out that Berkshire Hathaway recently took a new stake in DHI. The company, formerly led by Warren Buffett, tends to be early. Skeptics will say Berkshire may be too early on this one.
Palantir: Yields May Be the Immovable Object Blocking Momentum
Palantir Technologies (NASDAQ: PLTR) delivered one of the strongest earnings reports of the current cycle on Aug. 3. PLTR is up over 40% since the report after the company demonstrated its key role in the AI ecosystem. By every measure that matters, Palantir delivered a strong report.
But its momentum has stalled around $170. That is due in no small part to higher Treasury yields. On the one hand, that confirms a higher floor, which was likely and deserved after the strong report. On the other hand, the stock's resistance to moving higher could be attributed, in part, to higher yields, which are prompting investors to rethink risk-on assets with high valuations.
The takeaway for investors is that it may take a period of multiple compression for PLTR to move higher. That scenario would be a gift to many investors who were late to Palantir, as analysts continue to raise their price targets despite the valuation concerns.
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The Investor Who Called Apple Netflix and Amazon Early
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Dear Fellow Investor,
In 1999, George Gilder made a prediction that sounded insane.
He said everyone would carry a phone in their pocket that would be MORE powerful than the computers sitting on our desks.
People thought he was nuts.
Fast forward a few years...
Apple announced the iPhone.
The stock went up 12,107%.
In 1990, he predicted "streaming video" would kill video stores.
Blockbuster laughed.
Netflix didn't.
Up 118,823% at its peak.
And in 1996, he publicly recommended a tiny online bookshop called Amazon.
Most people had never heard of it.
When it went public a year later... still crickets.
Today? Up 250,300%, counting splits.
Think about that for a second.
If someone had put $1,000 into Amazon back then...
They’d be sitting on $2.5 MILLION today.
But most people didn't.
Not because the opportunity wasn't there.
Because they didn't have someone they TRUSTED... telling them it was real.
Here's what makes George different:
He doesn't just pick stocks.
He sees the WAVE before it crashes on shore.
He identifies the fundamental TECHNOLOGY...
That's about to reshape entire industries.
THEN he finds the companies positioned to deliver it.
So here's the thing.
George is pointing again.
At three complimentary technologies he calls the Trillion Dollar Triangle.
He thinks it could be BIGGER than all of those previous breakthroughs combined:
Bigger than the smartphone...
Bigger than streaming...
Maybe even bigger than the internet itself.
And just like before...
Many people are going to ignore him.
I’m urging you to listen to him.
To see what he's pointing at THIS time...
BEFORE everyone else figures it out.
Your call.
See the Trillion Dollar Triangle George is pointing at now.
To the future,
Roger Michalski
Publisher, Eagle Financial Publications
Just For You
3 Energy Stocks Raising Dividends as the Sector Surges
Submitted by Leo Miller. Date Posted: 8/20/2026.
Key Points
- The energy sector has led all S&P 500 sectors in 2026 with a total return above 40%, fueled by surging oil prices.
- BP, Excelerate Energy, and Occidental Petroleum recently raised their dividends while maintaining strong yields and sustainable payout ratios based on cash flow.
- Occidental Petroleum, a top Berkshire Hathaway holding, boosted its dividend about 8% after generating roughly $3 billion in free cash flow and cutting debt in Q2.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Energy is the best-performing sector in 2026, and it's not even close. The S&P 500 energy sector has delivered a total return of more than 40% in 2026. Meanwhile, the next-best-performing sector, technology, has returned less than 30%. Sharp increases in energy commodity prices have benefited the sector, with West Texas Intermediate oil futures up more than 40% in 2026.
While energy’s price performance may not always be this strong, many companies in the sector offer solid dividend returns, making them appealing to investors.
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Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing.
Read the full briefing and see how to position yourself nowThe energy sector has also recently seen a wave of dividend increases, ranging from some of the biggest names in refining to companies operating in lesser-known market niches.
Three companies boosting their payouts offer meaningful yields, solid dividend sustainability and strong performance in 2026.
BP Boasts a Yield Above 4% as Profits Rise 78%
First up is one of the world’s best-known energy companies, BP (NYSE: BP). With a market capitalization of around $110 billion, BP is one of the 15 most valuable companies in the global oil, gas and consumable fuels industry. The stock has performed well in 2026, generating a return of nearly 30%. Soaring oil prices have helped the company’s profits balloon.
“Underlying profit” is the key performance metric BP references, as it adjusts for fluctuations in the value of oil inventories. The figure rose 78% year over year (YOY) in the second quarter. This came even as refining throughput fell 4% from the first quarter because of planned facility maintenance.
BP also announced a 4% increase in its quarterly dividend. While this boost is moderate, it adds to BP’s already strong dividend yield, which stands near 4.6% on a forward basis. This figure significantly exceeds the dividend yields of several U.S. oil giants, including Chevron (NYSE: CVX), which offers an approximately 3.5% yield.
At first glance, BP’s dividend sustainability looks questionable, with its payout ratio near 100%. However, cash flow is often a better measure of dividend sustainability for capital-intensive companies. Based on cash flow, BP’s payout ratio is just 21%, indicating that its dividend is well supported.
Excelerate Energy Raises Its Dividend 12.5% as Shares Take Off
Excelerate Energy (NYSE: EE) is a significant player in the liquefied natural gas (LNG) industry, with a market capitalization of more than $4 billion. The company’s floating storage and regasification units (FSRUs) convert LNG into natural gas, which then flows through pipeline infrastructure. Much of its demand comes from island nations that lack direct access to natural gas for uses such as heating. The stock has also delivered strong returns in 2026, gaining nearly 40%.
Notably, the company posted adjusted EBITDA growth of 12% YOY last quarter. Excelerate raised its full-year adjusted EBITDA guidance to $490 million to $515 million, citing a strong first half. The company also continues to add capacity to serve demand, targeting the commercial deployment of its recently purchased Methane Patricia Camila unit in early 2028.
Excelerate announced a hefty 12.5% dividend increase in its latest earnings report, raising its payout to 9 cents per quarter. Although the payout is not large, Excelerate’s forward dividend yield of nearly 1% provides a moderate income return. Meanwhile, Excelerate already has a very strong payout ratio of around 22%, and analysts expect it to improve to 16% based on next year’s earnings estimates.
Occidental Petroleum, a Top Berkshire Position, Issues Sizable Dividend Boost
Occidental Petroleum (NYSE: OXY) is not necessarily a household energy name, but Berkshire Hathaway (NYSE: BRK.B) knows the company well. Berkshire invested $7.7 billion in OXY in Q1 2022, and it continues to be one of the firm’s largest holdings, even after Warren Buffett’s retirement. At around $12.9 billion, OXY accounted for 4.3% of Berkshire’s portfolio as of the end of the second quarter. In retirement, Buffett is likely smiling at OXY’s 2026 performance, with shares delivering a total return of more than 40%.
Occidental posted robust financial results in the second quarter, generating approximately $3 billion in free cash flow. This was the company’s highest free cash flow since late 2022. It also raised its full-year production guidance and reduced its principal debt by $1.5 billion from the first quarter, bringing it to the lowest level since the second quarter of 2019.
Occidental is adding to its dividend, increasing its quarterly payout by about 8%. The stock’s forward yield now stands at 1.8%, providing a solid stream of dividend income. Additionally, Occidental is in a strong position regarding dividend sustainability. Its payout ratio is only around 16%, while its cash flow-based payout ratio is near 10%.
Occidental Watch Items: Capital Spending Declines After 2027, Berkshire Position
Looking ahead, it will be important to see whether Occidental can achieve its $4 billion sustainable cash flow improvement target by 2030. The company expects to reach that goal through lower costs and reduced capital spending, making changes in these figures after 2027 important to watch. Occidental expects capital spending of $5.5 billion to $5.9 billion in 2026 and $5.9 billion in 2027.
Additionally, changes in Berkshire’s Occidental holding will be notable. Since the first quarter of 2025, Berkshire has consistently held around 265 million OXY shares. Changes in this figure could indicate whether Berkshire’s conviction in the company is strengthening or deteriorating.
Just For You
A Star Investor Just Trimmed Amazon—Here's What It means
Submitted by Sam Quirke. Date Posted: 8/18/2026.
Key Points
- Dan Loeb's Third Point trimmed its Amazon stake by roughly 10%, but the fund still holds it as a top position, suggesting routine rebalancing rather than a loss of confidence.
- Other major hedge funds, including Baupost, Coatue Management, and Appaloosa, increased their Amazon holdings during the same period, indicating broad institutional confidence in the stock.
- Amazon shares fell nearly 10% from highs mainly because of concerns over $220 billion in planned spending, negative free cash flow, and profit reliance on its Anthropic stake gain.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Few things unsettle investors quite like the sight of a famous name heading for the exit.
So when news broke last week that investor Dan Loeb's Third Point fund had trimmed its stake in Amazon.com Inc. (NASDAQ: AMZN), just as the shares slid back from record highs, it was tempting to view the move as a red flag. If one of the sharpest investors around is selling, perhaps ordinary shareholders should worry, too?
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Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth.
Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing.
Read the full briefing and see how to position yourself nowHowever, the reality is more nuanced, and a closer look at the move tells a very different story.
Far from a dramatic vote of no confidence, Third Point's decision looks like routine portfolio housekeeping. The wider picture actually paints Amazon in a reassuring light.
The real story, it turns out, has very little to do with Dan Loeb and Third Point at all.
A Trim, Not a Retreat
The first thing to note is the scale of the move, or rather the lack of it. Third Point reduced its Amazon holding by roughly 10%—hardly the kind of wholesale dumping that would signal a loss of faith. Even after the sale, Amazon remains one of the fund's largest disclosed positions and, by some measures, its highest-quality holding.
That context matters. This wasn't so much a manager throwing in the towel on a soured investment as an investor reducing one position among many, most likely to free up cash for other trades. Indeed, Third Point was buying elsewhere during the same period, making this look like textbook behavior for a fund rebalancing its book.
Seen in that light, reading too deeply into Third Point's sale would be a mistake.
What the Funds Are Doing
If Third Point's move still leaves a nagging doubt, its peers' behavior should help settle it. One prominent fund was trimming, while several others were doing the opposite, adding to their Amazon stakes with enthusiasm.
The list of buyers is a roll call of respected names. Seth Klarman's Baupost fund increased its holding, as did tech-focused Coatue Management, which boosted its position by almost half. David Tepper's Appaloosa added to its stake, too, painting a picture of broad institutional appetite rather than retreat.
This is the crucial point. Not only is the smart money failing to flee Amazon, but it is also mostly moving in the other direction. More big names are buying—and buying aggressively—than heading for the door. If anything, institutional conviction is tilting bullish.
The Real Reason Shares Have Slipped
If the hedge fund trim is a red herring, what actually explains Amazon's near-10% slide from its highs? The answer lies in its recent earnings, released at the end of July, and specifically in a growing debate about the eye-watering sums it is spending.
On the face of it, Amazon's results were strong, with the all-important cloud division growing rapidly and profitability improving. The concern is what that growth is costing. Amazon has dramatically raised its spending plans for the year to a colossal $220 billion, a level of investment so vast that it has pushed the company's free cash flow into negative territory. That has unnerved investors who worry the returns may not justify the outlay.
It didn't help that a large chunk of Amazon's reported profit came not from its core operations but from a one-off paper gain tied to the rising value of its stake in AI company Anthropic. The recent slide may be due to investors becoming spooked by how dependent July's profit print was on that windfall.
Look Past the Headline
Still, the picture is far less alarming than a headline about a star investor selling, or the stock's sell-off over the past fortnight, might suggest. The trimmed position itself is a footnote—a modest rebalancing swamped by the buying of other major funds, not the smoke signal of trouble some might fear. The real story is the more familiar tension now surrounding Amazon.
On one side are the bulls, who see the enormous spending as the price of cementing Amazon's lead in cloud computing and AI, an investment that will pay off handsomely over time. On the other side, skeptics worry that the returns on all that capital remain mostly unproven and that the shares have run too far, too fast.
It makes for a genuine debate, and one that will define the stock far more than any hedge fund's regulatory filing. For now, that means watching Amazon's spending, rather than its shareholder list, is what will tell investors where the shares go next.
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