Editor’s Note: Four major market forces are careening toward each other, and their collision could soon unleash a financial reckoning… one that could make the dot-com crash and the 2008 financial crisis look like child’s play. Popular stocks could crash up to 80-90% according to this former hedge fund manager, our colleague Larry Benedict. Simply go here to watch Larry’s interview or read more below.
Dear Reader,
The biggest tech investors have unloaded their top AI investments…
Peter Thiel’s fund dumped $100 million of Nvidia stock…
Its entire stake in the company.
SoftBank unloaded its entire $5.8 billion stake, too.
But perhaps the biggest signal of danger is Berkshire Hathaway sitting on $382 billion in cash.
That’s more cash on hand than Amazon, Microsoft, and Apple COMBINED.
Was this Warren Buffett’s parting gift before he stepped down as chairman and CEO?
Investors who have been riding the recent market highs might be in for a rude awakening if they’re not careful.
That’s why I recently went on air to discuss FOUR unstoppable market forces that could upend the economy in the coming weeks.
Any one of these market forces could be devastating on its own. But FOUR of them at the same time would wreak havoc on the economy.
The last time this exact situation played out was over 50 years ago. It led to a lost decade for stocks and all-around misery for Americans from coast to coast.
Click here to watch my interview.
Regards,
Larry Benedict
Founder, The Opportunistic Trader
Gold, Copper, and Missiles: 3 Big Dividend Raises After a Breakout Year
Authored by Leo Miller. First Published: 2/2/2026.
In Brief
- Defense and mining stocks surged in 2025, and a select group of market leaders is now translating those gains into meaningful dividend increases.
- The dividend moves offer a timely read on how these companies are balancing shareholder returns with commodity and defense-cycle uncertainty heading into 2026.
- Each name highlighted brings a different mix of yield, payout structure, and catalysts that could shape total returns beyond last year’s run.
For the defense and mining industries, 2025 was a standout year. The iShares U.S. Aerospace & Defense ETF (BATS: ITA), which tracks a basket of more than 40 U.S. aerospace and defense companies, delivered a total return of nearly 49% in 2025 — its best calendar-year performance in over a decade. The SPDR S&P Metals & Mining ETF (NYSEARCA: XME), which follows a basket of more than 30 U.S. mining and metals stocks, posted an even stronger gain of about 83%, its best year since 2016.
Now, several large companies in these industries are rewarding shareholders after landmark gains by meaningfully increasing their dividends. Below are the dividend details and a brief look at each company's outlook for 2026.
Franco-Nevada Boosts Dividend Over 15%
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First up is Franco-Nevada (NYSE: FNV), a royalty and streaming company focused on gold and other precious metals. The stock delivered a 78% total return in 2025, helped by a broad rise in gold and silver prices. On Jan. 26, Franco declared a quarterly dividend of $0.44, a 16% increase over its previous payout. The company expects to pay the next dividend on Mar. 26 to shareholders of record as of Mar. 12.
The stock's indicated dividend yield is roughly 0.7%. While not high, that figure reflects how a large run-up in a company's share price — as Franco experienced last year — can push yields lower for new buyers.
Franco's share price remains closely tied to movements in gold and silver. On Jan. 30 the stock fell about 10.5% after gold and silver dropped roughly 10% and 29%, respectively. That volatility underscores the need for caution with metals-exposed names, even as analysts at Deutsche Bank and Citi recently issued bullish price targets on these metals.
Southern Copper Caps Off Strong 2025 With Dividend Increase
Southern Copper (NYSE: SCCO) was another top performer in 2025, returning about 68%. The company is one of the world's largest copper producers, with operations primarily in Mexico and South America.
On Jan. 22, Southern Copper declared a quarterly cash dividend of $1.00, an 11% increase. It also announced a stock dividend of 0.0085 shares of common stock for each share owned — meaning the company will issue 0.0085 shares per share held. If a shareholder would otherwise receive a fractional share, Southern Copper will pay cash in lieu of the fractional share based on a share price of $179.93. Note that Southern Copper's dividend levels can vary quarter to quarter depending on business performance.
These dividends are payable on Feb. 27 to shareholders of record at the close of business on Feb. 10. Because of the mix of cash and stock components, assigning a forward-looking yield is difficult. Based on the cash portion alone and assuming it remains unchanged, the yield would be about 2.1%.
Copper prices will be a major driver of SCCO's performance. Goldman Sachs is moderately bearish on copper in the near term but bullish over the next decade.
L3Harris Raises Dividend, Gains DoD Investment in Missile Business
Finally, defense contractor L3Harris Technologies (NYSE: LHX) delivered a strong 42% total return in 2025. On Jan. 23, L3Harris declared a quarterly dividend of $1.25, a 4% increase. The company expects to pay this dividend on Mar. 6; shareholders of record will be determined as of the close of business on Mar. 20. The stock's indicated yield is about 1.5%, which is above the S&P 500's roughly 1.1% yield.
L3Harris also announced plans to spin off its missile solutions business into a separately traded company. The U.S. Department of Defense will invest $1 billion in the new entity, signaling strong government support for expanding solid rocket motor capacity. L3Harris will retain a controlling stake in the missile solutions business, which could be a meaningful growth driver for the company. While the MarketBeat consensus price target still implies some downside, several analysts raised their price targets above the stock's current level after the Jan. 13 announcement.
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