Contrarian Outlook

No two ways about it: This stock market is getting twitchy, and it’s (frankly beyond) time for all investors to take it seriously. Trade wars. The possibility of spiking inflation. The Fed’s “will...

Have you refinanced your house recently? Me neither. Somehow, for our house, it’s already four years ago, though I can remember the transaction like it was yesterday. Full credit for the smart...

Contrarians that we are, we know when we hear things that sound like “common wisdom,” we need to look just a little bit deeper. Today, that’s what we’re going to do, with a common refrain we’re...

We’ve got three big trends—two that investors know about and one many don’t—setting us up to grab double-digit dividends in real estate investment trusts (REITs). Now is the time to make our move....

Worried about the next round of tariffs? Tech disruption from DeepSeek? The geopolitical landscape? All of the above? Fret not my contrarian friend—here are seven wonderfully-sleepy dividend stocks....

Trade tensions ratcheted up to 11 this week, and I know that for many readers the wild swings we’re seeing can feel sickening. A 7.6% Dividend Built for Tariff-Wary Times That’s a key advantage of...

Many of you have written in asking about DeepSeek’s latest release and its potential effects on our income portfolio and strategies. Let’s discuss the latest in AI because, yes, there are ripples...

We are—unequivocally—bullish on the US economy. We’re also big fans of the 6.1% dividend we’re going to discuss below, which trades for less than half its annual sales. That’s pretty much the...

Here’s my take on the DeepSeek selloff we saw last week: It’s a buying opportunity, especially for income investors. (I wrote a bit about this in last Thursday’s article. Since the market has...

This week’s AI panic has opened up a rare bargain window in big tech names that were disposed of with the DeepSeek bathwater. Nosebleed Nvidia (NASDAQ:NVDA)—which we warned about here and here—is a...

BlackRock (NYSE:BLK) is making changes to some of its highest-yielding funds. Today we’re going to zero in on a 13%-yielder that’s at the center of the action: the tech-focused BlackRock Innovation...

PIMCO recently cut the dividends of two of its popular closed-end funds (CEFs). Shareholders took a bath and, honestly, none of this was a surprise to us, careful contrarians. The payout cuts...

Trump 2.0 has exploded out of the gate, and we’re quickly lining up the best bond buys in response—including an 8.8% payer, we’ll dive into below. “Bond Vigilantes” May Return (But We’re Not Waiting...

With the new administration now in full swing, market events are coming our way at a furious pace. One thing that’s clear about the next few years? Volatility is likely to tick up, especially with...

What’s better than monthly dividends that add up to 7.2% to 15.4% yearly yields? Cheap monthlies thanks to a high level of fear amongst vanilla investors.Source: CNN Fear & Greed Index We...

We hear a lot of chatter in the business media about productivity these days—specifically how it could decline in the US (and, by extension, hit our gains from stocks—and stock-focused CEFs). Today...