Take a look at this formerly classified document:

Most people (professionals included) have never heard of it…

But it’s been quietly protecting the value of your savings, your retirement, and every dollar in your wallet for the last 50 years.

Created under Henry Kissinger in 1974…

It had a name only Washington could love: The U.S.–Saudi Arabia Joint Commission on Economic Cooperation.

And this little-known arrangement helped anchor one of the most important financial relationships on earth: Saudi oil… U.S. dollars… And America’s ability to fund its power.

For half a century, it helped tie global oil trade to the U.S. dollar…

Keeping demand for dollars artificially high…

And protecting the purchasing power of every American who ever saved money, owned a home, or built a retirement account.

On June 9, 2024… It ended quietly.

Now, the war in Iran is shining a huge spotlight on its downfall.

What comes next is a complete reset of the dollar system —

One that could hit your money from every direction.

• Stocks crushed 40% to 80% in real terms.
• Real estate cut in half as buyers vanish.
• Inflation grinding at 10% to 15% — month after month, year after year.

Please understand– if you own stocks, bonds, real estate, cash, or a retirement account tied to the U.S. dollar…

You need to read this short presentation now.

It could be the difference between being blindsided by the reset…

And positioning yourself in the tiny group of gold stocks I believe could soar as the dollar system cracks.

Click here now.

Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio

Shopify's Quiet AI Strategy Could Be Its Biggest Advantage Yet

Submitted by Sam Quirke. Article Posted: 7/19/2026.

While much of the technology world has spent the past few years scrambling to bolt artificial intelligence (AI) features onto existing products, Shopify Inc. (NASDAQ: SHOP) has been playing a quieter—and potentially far smarter—game.

Rather than treating AI as a marketing add-on, the e-commerce platform has been methodically positioning itself at the center of what's increasingly being called agentic commerce. That bet is now starting to look compelling.

Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely

You don't need a big account to trade options.

In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up.

This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.

Normally $29.97. Today it's free. Grab your copy now.

The stock has reflected some of that renewed optimism, climbing about 13% over the past month. It's worth keeping that move in perspective, though: Shares are still down more than 20% year to date and are trading at levels last seen in December 2020, showing just how far sentiment had swung against the company.

With a fresh vote of confidence from Wall Street this week and a key earnings report less than three weeks away, the argument that Shopify is emerging as one of the biggest long-term winners in the AI shopping shift is gaining real traction.

Why Shopify's Positioning Is So Compelling

The core of the bullish argument comes down to where Shopify sits in the commerce ecosystem. The company is already deeply embedded in how hundreds of thousands of merchants run their businesses, handling everything from storefronts and payments to inventory and logistics. That deep integration makes it a natural control layer for the next wave of AI-driven shopping—the point through which automated, agent-led transactions can actually flow.

This is a crucial distinction. As AI agents increasingly handle shopping tasks on behalf of merchants and consumers, whoever owns the underlying infrastructure those agents plug into stands to benefit enormously.

Shopify isn't trying to build a flashy, consumer-facing chatbot to compete for attention. It's positioning itself as the plumbing that makes agentic commerce work in the first place, which is a far stickier and more defensible position.

Early evidence suggests the strategy is working. Management has pointed to a substantial increase in AI-generated orders over the past year, a clear signal that automated shopping flows are already accelerating across the platform.

Wall Street Is Starting to See It Too

The most compelling recent endorsement came earlier this week, when Jefferies upgraded Shopify to a Buy rating and raised its price target to $160, implying almost 30% upside from current levels. The firm views Shopify as uniquely positioned to become the infrastructure layer for agentic commerce—or, as its commentary neatly put it, the “agent enablement” toolkit for merchants.

The upgrade wasn't based solely on the big-picture theme. Jefferies also pointed to third-party data that bolsters confidence that Shopify's upcoming report will beat consensus estimates. The firm flagged newly announced changes to Shopify's partner program, which should support near-term growth while lowering the company's long-term sales and marketing cost structure—a rare combination of a growth tailwind and a cost improvement.

Perhaps most interesting was Jefferies' observation on pricing. The firm sees a price increase as likely, which would represent a meaningful source of upside heading into 2027. Shopify last raised prices in 2023 and 2024 and has since rolled out a slew of new features, most notably its AI assistant, Sidekick, while absorbing the associated costs itself. That sets up a scenario in which the company has been adding significant value without yet charging for it, leaving clear room to raise prices down the line.

The Valuation Question Can't Be Ignored

To be sure, the bull case is not without its challengers, and the biggest pushback is the one that has followed Shopify for years: valuation. Even after a difficult first half of the year for the share price, Shopify’s triple-digit price-to-earnings ratio still feels frothy. It suggests that much of the company's future growth could already be baked into expectations.

Scaling AI capabilities isn't free, either, and the infrastructure costs of running inference workloads at scale could weigh on margins if not carefully managed. These are fair points, and they're the reason this isn't a slam dunk. But it's also worth remembering that Shopify remains a high-quality business with strong cash generation and a solid balance sheet—exactly the attributes you want to see in a company investing in a long-term shift.

Sights Set on August’s Report

With all of this in mind, Shopify's upcoming earnings report is shaping up to be a pivotal moment. The most important thing to watch will be the data on AI-driven revenue, particularly further evidence that AI-generated orders are accelerating. That's the metric that most directly validates the entire agentic thesis.

Strong second-quarter numbers, in line with what Jefferies is anticipating, would also go a long way toward justifying the recent optimism. If Shopify delivers on that front, a stock that has been quietly clawing back gains over the past month could find itself with a lot more room to run.

Buyback Boom: These 3 Companies Are Betting Billions on Their Own Stocks

Submitted by Jessica Mitacek. Article Posted: 7/20/2026.

In 1982, the U.S. Securities and Exchange Commission (SEC) adopted Rule 10b-18, providing companies with a safe harbor for qualifying share repurchases. Since then, publicly traded companies have repurchased their own shares to consolidate ownership and boost earnings per share (EPS). For some firms, however, the timing of their stock buybacks indicates that management views the current share price as undervalued.

This year, companies are on a record-setting pace.

Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely

You don't need a big account to trade options.

In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up.

This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.

Normally $29.97. Today it's free. Grab your copy now.

According to Bloomberg, during the first four months of 2026, S&P 500 companies announced plans to repurchase $665 billion worth of shares, the highest total ever recorded for that same timeframe. Based on historical rates, analysts now forecast authorized repurchases to reach $1.55 trillion for the full year.

Participating in that shopping spree are three companies that have recently announced a collective $24.5 billion in new, replenished or increased share repurchase plans.

Dollar Tree: $2.5 Billion Buyback Adds Fuel to Turnaround

On July 2, the board of directors for Dollar Tree (NASDAQ: DLTR) replenished its share repurchase authorization with $2.5 billion.

The board approved the authorization the previous day, and the amount represented approximately 10.7% of the company’s more than 192 million shares outstanding at the time.

Although Dollar Tree’s current authorization doesn’t have an expiration date, the company had already been active in the market, repurchasing $500 million of stock in June under its previous authorization.

When the calendar turned to July, shares were down 5.13% year to date (YTD), presenting an opportunity as the stock’s momentum had recently shifted.

Since its YTD low of $86.80 on May 13, DLTR has gained nearly 48% and now trades around 10% below its 52-week high of $142.40. The current rally can be partly attributed to July 8 upgrades from Raymond James, which initiated an Outperform rating, and Goldman Sachs, which upgraded the stock from Sell to Neutral. The rally also followed upwardly revised full-year guidance, with forecasted EPS increasing to a range of $6.70 to $7.10.

With a low-volatility beta of 0.65, a TradeSmith financial health indicator that has been green for about a month and more than 97% institutional ownership, the discount retailer’s buyback aligns with Wall Street’s improving sentiment. After posting EPS beats for five consecutive quarters and six of the last seven, Dollar Tree is expected to report Q2 earnings on Sept. 2.

Morgan Stanley: $20 Billion Buyback Reinforces Earnings Momentum

Ahead of its record-breaking Q2 earnings report on July 15, Morgan Stanley (NYSE: MS) reauthorized a massive $20 billion buyback on June 24, an amount equivalent to 5.6% of its shares outstanding.

The company’s current multiyear repurchase authorization doesn’t have an expiration date, and shares have ticked up slightly since the latest buyback announcement.

Q2 marked the second consecutive quarter in which the investment bank announced record EPS and revenue. The firm attributed its recent success to a 69% year-over-year jump in equity trading, an increase in investment banking deals and a milestone of $10 trillion in total client assets under management, including a record $148 billion in net new assets.

In Q2, the company spent $1.5 billion on its own shares. Since its YTD low on March 12, shares are up nearly 48%. The stock carries a consensus Moderate Buy rating, while current short interest is just 1.12% of the float.

Accenture: $2 Billion Bet That Its Stock Is Undervalued

On June 23, global professional services and consulting firm Accenture (NYSE: ACN) announced a $2 billion increase to its fiscal 2026 share repurchase program, an amount equivalent to 2.4% of its shares outstanding.

From management’s perspective, the authorization comes at an opportune time: Shares of ACN are down around 46% YTD and nearly 53% below their 52-week high.

The $2 billion increase brought the company’s total 2026 authorization to $7.5 billion.

The company has until Aug. 31 to exhaust those funds, with CEO Julie Sweet saying that “Accenture is at the center of AI-driven reinvention, and we do not believe our current share price reflects that position or the strength of our business fundamentals.”

Still, the firm faces an uphill battle in getting its stock near its 52-week high. In Accenture’s Q3, revenue growth slowed to 5.59%, while operating cash flow declined 0.82% quarter over quarter.

Meanwhile, the company’s financial health, according to TradeSmith, has been in the red for more than five months. However, the stock’s consensus price target suggests around 33% potential upside from current prices. Over the past year, institutional inflows of more than $25 billion, compared with $13.25 billion in outflows, demonstrate that the smart money also sees a buy-low opportunity.