According to @QCompounding, growth in owner’s earnings equals EPS growth plus dividend yield, and Apple AAPL’s example uses 11.3% EPS growth and a 0.4% dividend yield to imply 11.7% owner’s earnings growth (source: @QCompounding). For equity traders, this provides a quick total return proxy to benchmark required return, inform fair P E assumptions, and screen for names where EPS acceleration or dividend hikes can lift expected shareholder yield (source: @QCompounding). The source does not mention cryptocurrencies and cites no direct crypto market impact, so this is an equity-focused valuation framework without stated crypto linkage (source: @QCompounding).

According to @StockMKTNewz, Donald Trump stated he will not permit dividends or stock buybacks for defense companies until the identified problems are rectified, indicating a potential freeze on capital returns if enacted as policy, source: @StockMKTNewz on X dated Jan 7, 2026. A halt to dividends and repurchases would directly cut shareholder yield and remove EPS accretion from buybacks, factors documented as key components of total equity return in payout-driven strategies, source: S&P Dow Jones Indices research on shareholder yield. Traders should monitor major defense names LMT, RTX, NOC, GD, LHX, HII and sector ETFs ITA and XAR for headline-driven volatility tied to potential changes in distributions and repurchases, source: iShares U.S. Aerospace & Defense ETF (ITA) and SPDR S&P Aerospace & Defense ETF (XAR) fund materials. Crypto traders should watch cross-asset risk sentiment because BTC and equities correlations have historically risen around macro policy headlines, which can transmit volatility to BTC and ETH, source: Kaiko Research cross-asset correlation studies.

According to Compounding Quality, the fundamental determinant of stock values is corporate earnings, with investor returns equating to earnings growth plus shareholder yield (from dividends and buybacks), adjusted for multiple expansion or contraction (source: Compounding Quality, Twitter, May 15, 2025). For traders in both stocks and cryptocurrencies, this highlights the importance of monitoring earnings reports, dividend announcements, and buyback programs, as these factors often influence broader market sentiment and can trigger capital flows between equities and digital assets, impacting crypto price trends and volatility.