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Warren Buffett trusts one indicator above all others… with good reason.
Today, it's flashing the same warning it flashed in 1929...
1969...
and 2000.
Every time, it said the same thing:
Get out of stocks – get into gold.
Every time, it was right.
Go here to see what the “Buffett Indicator” says today – and what it means for gold investors
In 1929, it hit 130% right before the crash.
In 1969, it went so high that Buffett closed down his fund. He could find anything worth buying.
Then, in 2000, it hit 140% right before the dot-com collapse.
The important point is…
Each time this indicator reached an extreme high…
Gold ran for a decade while stocks went nowhere.
So what's it reading today?
At 231%, the Buffett Indicator is at its highest level in history.
It’s so far out of normal range, the talking heads have decided to ignore it. Big mistake.
My name is Garrett Goggin and I’m not like other so-called gold analysts. My portfolio is up as much as 1,200% in two years…
It’s also why Porter Stansberry recently called me:
"THE most knowledgeable gold investor in the world. If you want to maintain your standard of living… you have GOT to be allocated to gold. And there's nobody better in the entire world to explain exactly how to do that [than Garrett]."
When money finally rotates out of overpriced tech and into gold...
The gold bull market will enter its most violent — and most profitable — phase.
You can ride the tech roll-over lower...
Or get positioned in the best gold picks before the rotation hits.
Go here to see how to position your portfolio in my four top mining picks
Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio
A Boring Dividend Growth Strategy Becomes a Solid Defensive Play
By Nathan Reiff. First Published: 7/22/2026.
Key Points
- Dividend growth stocks can offer a steadier alternative as AI volatility, inflation concerns, and narrow market leadership push investors to look beyond high-growth names.
- Companies with long dividend-growth records often have the financial stability to continue rewarding shareholders through uneven market conditions.
- Aflac, Caterpillar and Texas Instruments give investors exposure to insurance, industrials and semiconductors while maintaining established dividend growth profiles.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Those chasing quick gains may still seek out AI and technology companies, although frequent calls for an AI bubble may be dampening the mood. Couple the uncertainty surrounding the future of this fast-growing industry with concerns about inflation and the high concentration of market-wide gains in a small number of big movers, and it's easy to see why investors might want to seek out a stable alternative.
Enter dividend-growth stocks, which benefit from rising distributions even if share-price appreciation is minimal. Investors looking for flashy returns may dismiss this category of stocks as "boring," but there's a reason why dividend exchange-traded funds (ETFs) have captured growing attention: The companies most likely to continue growing their dividends also tend to be highly stable and able to withstand market turbulence that many newer or faster-growing alternatives simply cannot. The firms below are not especially flashy, but they do have strong dividend-growth histories and offer attractive diversification across industries.
Aflac's U.S. Business Provides Stability, While Japan Has Growth Opportunities
On May 21, Washington broke its own rule (Ad)
On May 21, 2026, a federal bank's board voted unanimously to lend roughly 3 billion dollars toward a gold mine on American soil, breaking decades of precedent. Congress raised no objections.
The deposit holds a second metal that China has banned from export to the U.S., and it's the only domestic reserve of its kind. Company filings cite direct partnership with the Department of War, a phrase rarely seen in gold mining disclosures.
See the full details behind this rare gold and critical metal projectMajor insurance provider Aflac Inc. (NYSE: AFL) has delivered 13% year-to-date (YTD) share-price gains, driven mostly by a rally over the last three months following a Q1 2026 earnings report with several highlights. In the first quarter of the year, the $63 billion firm made significant headway in the Japanese market: Third-party reinsurance for Aflac's Japanese business remained small but grew, while the same segment posted 25.5% year-over-year (YOY) sales growth. Major new products have helped drive this improvement and are likely to fuel future gains as well.
While Aflac's U.S. business has not achieved the same level of growth in the last quarter, with sales climbing by around 3% YOY, its persistency remains high at 79.3%. The company has a stable U.S. business that has remained unfazed by sector-wide challenges such as affordability concerns and coverage gaps. On top of that, strong liquidity of about $3.4 billion unencumbered as of Q1 has given Aflac the flexibility to ride out turbulence and the capacity to return additional value to shareholders through both buybacks and dividends.
Although Wall Street sees AFL shares as a Hold overall, the company's solid record of dividend increases continues to make it a popular passive-income option. AFL supports a 1.97% dividend yield and more than four decades of distribution increases, including most recently a 5.2% increase for Q1 2026.
Caterpillar's Data Center Business Growth May Outweigh Tariff Concerns
Caterpillar Inc. (NYSE: CAT) has rallied more than 50% YTD, despite falling throughout July. In this way, its share price has appeared to track the recent AI rally and pullback—no surprise, given that Caterpillar's construction equipment is in demand as data center projects continue at a rapid pace.
This tailwind contributed to a 22% YOY improvement in sales for the first quarter of the year, a 30% YOY gain in adjusted earnings per share (EPS), and a dramatic increase in backlog. These performance metrics are encouraging signs that the company will be able to meet its lofty sales-growth and adjusted-operating-margin goals, despite hundreds of millions of dollars in quarterly costs related to tariffs and slow growth in key client industries.
Even with valuation concerns—CAT has a price-to-earnings ratio of almost 44—analysts rate the stock a Moderate Buy, with 15 Buys and 10 Holds. Its dividend yield is modest at 0.70% but will improve to 0.75% following the upcoming distribution increase, the latest in a 30-year record.
A Semiconductor Standout With a Strong Dividend History
A semiconductor and analog-circuit company with a sizable dividend, Texas Instruments Inc. (NASDAQ: TXN) stands out from its more growth-focused peers.
The company has solidified its position as a pick-and-shovel play in the AI space thanks to its power-regulating chips, which helped drive 19% YOY revenue growth last quarter. Data center revenue surged by about 90% during that period, prompting optimistic revenue and earnings guidance.
TXN is also achieving top- and bottom-line growth while generating notable operating cash flow of about $1.5 billion and nearly $1 billion in CHIPS incentives in Q1 alone. But what really sets the firm apart is its 2% dividend yield, supported by more than two decades of steady dividend increases. Analysts cautioning that some modest downside may be in store—and advising that TXN shares are a Hold—may be overlooking the appeal of this firm as a passive-income source.
GE Sparks a High-Voltage Aviation Breakout
By Jeffrey Neal Johnson. First Published: 7/22/2026.
Key Points
- GE Aerospace, NASA, and Boeing successfully tested a hybrid-electric propulsion system above 30,000 feet, advancing sustainable commercial aviation technology by roughly a decade.
- The company posted strong second-quarter 2026 results, beating earnings estimates with a $210 billion backlog, 17.72% net margins, and 40.56% return on equity.
- Despite robust demand, GE Aerospace faces supply chain bottlenecks and rising spare parts delinquency, while an active $20 billion buyback program continues to support shareholder value.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
At the Farnborough International Airshow, a heavily modified Saab 340B turboprop quietly achieved a breakthrough that the commercial aviation sector has long viewed as a distant dream. Operating above 30,000 feet, the aircraft sustained flight for more than two hours using a megawatt-class hybrid-electric propulsion system.
For GE Aerospace (NYSE: GE), the successful collaboration with NASA and Boeing (NYSE: BA) validates the engineering viability of high-voltage, high-altitude hybrid-electric commercial flight.
On May 21, Washington broke its own rule (Ad)
On May 21, 2026, a federal bank's board voted unanimously to lend roughly 3 billion dollars toward a gold mine on American soil, breaking decades of precedent. Congress raised no objections.
The deposit holds a second metal that China has banned from export to the U.S., and it's the only domestic reserve of its kind. Company filings cite direct partnership with the Department of War, a phrase rarely seen in gold mining disclosures.
See the full details behind this rare gold and critical metal projectDeploying this technology at commercial cruising altitudes challenges the engineering ceiling that previously confined electric aviation to low-altitude air taxis and short-hop experimental aircraft. GE Aerospace has demonstrated that hybrid-electric architecture could eventually scale to commercial jetliners.
By combining conventional fuel consumption with high-capacity electric battery power, GE Aerospace is helping draft the blueprint for next-generation propulsion.
Pulling the Sustainable Aviation Timeline Forward
Structural transitions in the physical economy do not happen overnight. The immediate takeaway is not that legacy jet engines will disappear tomorrow, but rather that GE Aerospace has established a strong research-and-development moat. This milestone could pull the timeline for sustainable aviation forward by a decade.
If airlines begin replacing their narrowbody fleets in the late 2030s to comply with tightening global regulatory mandates, this foundational technology could position GE Aerospace to help shape the market. Regulatory bodies have historically lagged behind localized commercial deployment, meaning governments often mandate sustainable flight only after a manufacturer demonstrates that it can be done safely and at scale. By clearing the 30,000-foot hurdle today, the engineering gap between GE Aerospace and its competitors is widening, establishing a potential pathway to long-term leadership in the aerospace sector.
$210 Billion Backlog: Fueling Margins on the Ground
The market does not award a trailing price-to-earnings ratio of 40 simply for successful science projects. Investors pay for disciplined execution and highly visible cash flow. While the hybrid-electric milestone captures headlines, GE Aerospace's underlying fundamentals help support its $354 billion market capitalization.
Second-quarter 2026 earnings delivered a resounding beat, with GE Aerospace posting $2.02 in earnings per share against a $1.86 consensus estimate. The result was supported by 21.1% year-over-year revenue growth.
More importantly, GE Aerospace is operating with significant efficiency. Net margins stand at a robust 17.72%, while return on equity has reached an exceptional 40.56%. In a highly capital-intensive industry, generating a 40% return on shareholder equity indicates that management is allocating capital effectively to profitable projects rather than spending it on low-yield ventures.
The ultimate driver of this financial performance is sustained commercial demand, reflected in a staggering $210 billion backlog. During the Farnborough event, traditional propulsion systems demonstrated their immediate scale. CFM International, the highly successful joint venture between GE Aerospace and Safran (OTCMKTS: SAFRF), finalized a memorandum of understanding with IndiGo for more than 1,000 LEAP-1A engines. Additional agreements secured hundreds of engine packages for leasing giants such as BOC Aviation and SMBC Aviation Capital.
To protect profitability amid inflationary pressures on raw materials and engine durability kits, GE Aerospace leaned heavily on its proprietary FLIGHT DECK operational system. The internal initiative increased shop-visit output and streamlined maintenance operations, helping protect a 21.7% operating profit margin.
Turbulence Ahead: The Supply Chain Reality Check
Despite the exceptional demand profile, the aerospace sector is wrestling with significant macroeconomic headwinds, primarily in the form of raw-material bottlenecks and supply-chain constraints.
During the latest earnings call, CEO Larry Culp explicitly stated that the primary operational hurdle is on the supply side. There are no victory laps in the executive suite. While order growth surged 17%, spare-parts delinquency increased 20% sequentially. Airlines are desperate for engines and replacement parts, but manufacturers are struggling to forge and assemble components quickly enough to meet demand.
This logistical bottleneck highlights why the hybrid-electric propulsion breakthrough poses no immediate existential threat to legacy airline models. The multidecade life cycle of existing commercial airframes means the transition will be gradual. A systemic overhaul of global aviation infrastructure would take time, making the immediate displacement of fossil-fuel engines logistically impossible.
Beyond commercial aviation, GE Aerospace continues to bolster its defense portfolio. A recent partnership with Shield AI successfully integrated the X-Bat engine, enabling thrust-vectoring and vertical-flight capabilities. This dual-use capability across both the commercial and defense sectors provides a stabilizing revenue stream against potential disruptions to the commercial supply chain.
Capital Allocation: The Silent Earnings Engine
The most compelling near-term catalyst for GE Aerospace is not found in the clouds, but on the balance sheet. High-level research and development expenditures require strong free cash flow, and GE Aerospace is deploying that cash to support aggressive shareholder returns.
During the second quarter, GE Aerospace repurchased 14.1 million shares for $4.22 billion. The company still has $17.99 billion remaining under its active $20 billion buyback authorization. For investors, this aggressive capital-return program provides a structural floor for the valuation.
When GE Aerospace retires a significant portion of its outstanding shares, it can compress forward valuation multiples by reducing the denominator in the earnings-per-share calculation. Currently trading at a forward price-to-earnings ratio of 43 and a price-to-sales multiple of 7.7, the stock appears richly valued at first glance. Continued execution of the $20 billion buyback authorization will systematically increase the ownership stake of remaining shareholders while supporting earnings growth, even if top-line revenue temporarily slows because of supply constraints.
Boarding Pass: Strategizing the Aerospace Transition
The financial mechanics of the pure-play aerospace transition have attracted heavy institutional conviction, with institutional ownership currently at a dominant 75%. Prominent capital inflows from entities such as the Bessemer Group reflect Wall Street's confidence in GE Aerospace's long-term trajectory.
GE Aerospace offers a unique combination of immediate, highly visible cash flow and long-term technological leadership. The legacy $210 billion backlog funds the research required to lead the next generation of hybrid-electric flight, effectively creating a self-sustaining cycle of innovation and profitability.
While technological breakthroughs could accelerate the sustainable aviation timeline, the underlying value for current investors lies in the immediate execution of share repurchases and protection of margins. Investors with a long-term horizon might consider buying shares during periods of broader market volatility, recognizing that GE Aerospace's buyback program effectively rewards them for waiting while the company works to engineer the future of commercial flight.
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