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

Radar Anomaly: Draganfly’s Options Surge Signals Strategy Shift

By Jeffrey Neal Johnson. First Published: 9/1/2026.

A surge in call option volume recently triggered a repricing of drone manufacturer Draganfly Inc. (NASDAQ: DPRO). Sudden spikes in derivatives markets often stem from retail speculation or fleeting rumors. However, a closer look at Draganfly’s underlying fundamentals reveals a different story.

This recent momentum appears to be anchored by a verified pivot into the U.S. defense sector, highlighted by strategic military leadership appointments and accelerating institutional accumulation.

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For investors tracking the militarization of unmanned systems and the escalation of global gray-zone conflicts, understanding the mechanics behind this breakout is essential. The combination of structural market constraints and verifiable business execution provides a useful case study in how micro-cap equities can reprice when institutional investors recognize a fundamental shift.

Redefining the Airspace: A Strategic Defense Pivot

The macro environment for defense technology is undergoing a structural transformation. Modern conflicts rely heavily on unmanned aerial systems, counter-drone technology and sophisticated intelligence, surveillance and reconnaissance payloads. Defense budgets globally are shifting away from legacy hardware and toward agile, deployable drone infrastructure.

Draganfly has traditionally operated in the commercial and agricultural drone sectors, providing enterprise-grade mapping and surveillance solutions. The market is now witnessing a deliberate pivot toward mission-critical government and military contracting. This transition could fundamentally expand Draganfly’s total addressable market and change how institutional investors value the company’s equity. By moving into the defense space, Draganfly enters an arena with stickier contracts, higher barriers to entry and relatively resilient government spending.

Derivatives on the Radar

The initial signal of this shift appeared in the derivatives market. Options chains recently registered a volume anomaly, with roughly 5,100 October $6 call contracts trading in a single session. For context, existing open interest at that strike stood at just over 2,000 contracts.

When call option volume greatly exceeds open interest, it suggests that new directional positions are being initiated rather than existing positions being closed. The vast majority of these contracts traded at the ask. When traders buy at the ask, they accept the market maker’s premium instead of waiting for a better price, signaling urgency and conviction.

This options flow acted as a primary catalyst for Draganfly, sending the stock up around 22% during a single-day volume spike of more than eight million shares, well above its historical average of roughly 1.7 million. Trading activity of this magnitude can serve as a leading indicator of institutional accumulation ahead of a perceived catalyst. In addition, when market makers sell these calls, they may need to buy the underlying stock to hedge their exposure, creating a feedback loop of upward price pressure known as delta hedging.

Boots on the Ground: Executing the Defense Mission

Derivatives anomalies tend to fade quickly without fundamental support. The market is aggressively repricing Draganfly as the company takes tangible steps to secure a foothold in the U.S. defense apparatus.

The most significant catalyst arrived with the appointment of retired USMC Brigadier General AJ Pasagian as president of Draganfly Defense USA Operations. Navigating the Department of Defense procurement pipeline requires deep institutional relationships and an intimate understanding of military acquisition protocols. Placing a former brigadier general at the helm of U.S. operations helps bridge the gap between commercial engineering and formalized military contracting.

This leadership overhaul pairs with the recent $7.5 million acquisition of Skip Dynamix. The defense industry is notoriously capital-intensive, often leading to severe margin compression for emerging contractors. The Skip Dynamix acquisition specifically targets the low-cost defense drone portfolio. By focusing on cost-effective, scalable systems, Draganfly positions itself to meet the military’s growing demand for expendable, asymmetric drone-warfare tools while protecting its profit margins.

The strategy is already yielding verifiable government ties, highlighted by a recent contract with the U.S. Army Combat Capabilities Development Command to develop next-generation counter-drone systems and integrate new payload technologies.

Refueling the Engine: Low Float Meets High Demand

Draganfly’s structural setup amplifies the recent price action. The company operates with a highly restricted free float of just under 22 million shares. Compounding this supply constraint is an elevated short interest of around 18.4%. Based on historical average trading volumes, it would take short sellers nearly five days to cover their positions.

When a low-float, heavily shorted stock encounters a surge of institutional call buying and positive fundamental news, a supply shock can occur. Short sellers may be forced to buy back shares on the open market to limit their losses, adding fuel to institutional buying pressure.

Recent regulatory filings indicate that institutional investors recognized this asymmetric setup. Mid-August filings revealed active positioning from major institutional players, including Citadel Advisors LLC and CVI Investments, Inc. This quiet accumulation occurred just days before the Pasagian appointment and the subsequent surge in the options market.

Landing the Approach: The Defense Contractor Transition

The convergence of strategic military appointments and explosive options flow paints a compelling picture of an organization rapidly maturing into a legitimate defense contractor. The market mechanics of a tight float and high short interest act as accelerants to the underlying thesis.

Cautious investors may prefer to monitor how the newly appointed defense leadership monetizes the existing Army pipeline before committing capital. Those with a higher risk tolerance might add Draganfly Inc. to their watchlist as defense-sector momentum builds.

OneMain’s Yield Comes With a Catch

By Peter Frank. First Published: 8/30/2026.

OneMain Holdings (NYSE: OMF) has built its business on lending to people whom other banks turn away. It’s profitable, and for income investors, the dividend yield is hard to resist. But the company also has an uneven history, including fluctuating earnings, deteriorating loan quality and lawsuits alleging deceptive sales or marketing practices.

Still, analysts rate the stock a Moderate Buy, with recent price-target increases and reiterated Buy ratings. Investors will find much to like, but they may want to exercise caution before jumping in without a clear understanding of the company’s financials.

A Growing Nonprime Lending Business

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OneMain is not in a glamorous business, but it is a business that appears likely to remain in demand. The installment lender serves nonprime borrowers through more than 1,500 branches in over 40 states, as well as through its growing online and credit-card businesses.

The company is also expanding. It recently surpassed 4 million customer accounts, representing a 14% increase from a year ago. OneMain credits its auto finance and credit-card segments for much of the growth, along with continued product innovation in personal loans.

Growth Comes With Weaker Earnings

OneMain’s latest results highlight two competing narratives.

On July 29, the company reported second-quarter net income of $152 million and diluted earnings per share of $1.32, down from $167 million and $1.40, respectively, a year earlier. The lower results came even as total revenue climbed 6% to $1.62 billion, exceeding analysts’ expectations.

The growth side of the ledger was positive. Managed receivables reached $26.9 billion, up 6.5% from a year earlier. Consumer loan originations jumped 10% to $4.3 billion, with gains spread across personal loans, auto finance and the newer credit-card business.

Auto originations increased 19% year over year, while credit-card accounts grew 44% and purchase volume rose 57%.

Credit Costs Remain a Concern

Credit costs, however, tell the other side of the story.

The company reported that its provision expense for finance receivables, which comes directly out of earnings, rose more than 19% to $610 million. The consumer loan net charge-off ratio stood at 7.77%, up from 7.19% a year ago, though down from 8.02% at the end of March.

For its part, management pointed to an improving trend. Executives said the company’s riskiest legacy loans, originated before an August 2022 credit tightening, now account for just 4% of the portfolio. Those loans still generate 12% of 30-plus-day delinquencies, a legacy drag that should presumably continue to shrink.

Overall, during the first half of the year, loans delinquent between 30 and 89 days declined by 28 basis points. Credit-card net charge-offs also fell, dropping 186 basis points year over year to 17.7%. Although lower, that figure remains roughly four times higher than the industry average for commercial banks.

Management Sees Improving Trends

Some of those positive trends, combined with strong top-line growth and receivables approaching $27 billion, helped support the company’s guidance for 6% to 9% managed-receivables growth. Management expects consumer and insurance net charge-offs to range from 7.4% to 7.9%.

In other words, the story is mixed, but management remains positive.

A Generous Dividend Rewards Investors

For income investors, the capital-return story remains the primary headline. OneMain recently declared a quarterly dividend of $1.05 per share, or $4.20 annualized, which translates to a yield of 6.6%.

The company also repurchased $32 million of its stock during the quarter, bringing first-half 2026 buybacks to $137 million—about 3.8 times the amount repurchased during the same period in 2025.

Legal Troubles Add to the Risk

The numbers aside, OneMain’s business itself tells a complicated story.

On March 16, a bipartisan coalition of 13 state attorneys general, led by New York and Pennsylvania, sued OneMain, alleging a bait-and-switch scheme that packed loans with hidden add-on products such as credit insurance and membership plans. That case is ongoing.

The allegations echoed a 2023 settlement in which OneMain paid $20 million to resolve similar Consumer Financial Protection Bureau allegations.

As expected, the charges hit the stock hard. In March, OneMain shares fell more than 10% in intraday trading before recovering somewhat to end the day 5% lower. Law firms subsequently announced that they had opened securities-fraud investigations into whether OneMain misled investors about its compliance practices.

The company calls the states’ claims baseless, but the litigation and related securities probes remain important risks until there is more clarity.

Competition and the Credit Cycle Loom

Legal issues aside, competition and the credit cycle add another layer of caution. OneMain broadly competes with Credit Acceptance Corporation (NASDAQ: CACC) in some segments, as well as with Ally Financial (NYSE: ALLY) and Synchrony Financial (NYSE: SYF), among others, to varying degrees.

Nonprime lending is also notoriously cyclical. With subprime auto delinquencies elsewhere in the industry reaching levels not seen in nearly 20 years, any meaningful economic downturn could hit OneMain’s borrowers first and hardest.

Analysts Remain Generally Positive

With all that in mind, analysts remain generally positive. Of the 12 analysts tracking the company, the consensus rating is a Moderate Buy.

Eight analysts rate the stock a Buy, three list it as a Hold and one recommends a Sell. Since the latest earnings release, three analysts have raised their price targets, and one reiterated a Market Outperform rating.

The 12-month price target is $68.40 per share, implying roughly 8% upside, with the highest target at $80 and the lowest at $55.

That outlook contrasts with the company’s performance so far this year. Shares are down 6% year to date, while their one-year performance is up only about 4%.

Over the past three months, however, OneMain shares have climbed 17%. Thus, the recent results—even with the continuing legal overhang—appear to have given investors something substantive to applaud.