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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
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.
Trump is replacing the U.S. dollar (Ad)
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 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.
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?
Trump is replacing the U.S. dollar (Ad)
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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