Contrarian Outlook

Tariff Day has left us with Canada and Mexico in the crosshairs. With North American trade in focus, this may actually give a respite to stocks with supply chains elsewhere and light a fire under...

We are now officially into Trump 2.0, and here’s the first thing I can tell you: This new administration will hurt the returns of folks who simply buy an index fund like the SPDR S&P 500 ETF...

We launched our CEF Insider newsletter nearly eight years ago, in March 2017, and we’ve seen a lot since then: a pandemic, interest-rate swings, dramatic fights between fund managers and activist...

Over long time frames—years—stock prices follow their payout higher. We like dividend growers because they are the surest, safest way to profits in the stock market. Buy a rising payout, sit back,...

Real estate investment trusts (REITs) are making a comeback from their post-pandemic downturn—and with the sector still lagging the stock market, we’ve got a chance to buy at attractive...

How are we feeling about the stock market, my fellow contrarian? More importantly, should we have an opinion on the market-at-large at all? I don’t think so. Trump 2.0 will create a “market barbell”...

Trump 2.0 is now only a bit less than a week off, and things are moving fast. Here’s one thing I can tell you: While everyone’s talking about tariffs, Greenland and the Panama Canal, what...

These five stocks may deliver big dividend raises. I’m talking potential payout hikes starting at 20%. It’s possible that one of these firms doubles their dividend because, heck, they did that one...

You may have noticed that lately, the media is pumping out more stories on how the US economy and stock markets are leading the world. Well, it’s true. Today we’re going to get into a few reasons why...

We need to talk about tech stocks. Because, yes, there is a risk of a pullback here. But there’s also a way for us to minimize that risk—and grab 8%+ dividends, plus price upside, as we do so. First...

Intuitive Surgical (NASDAQ:ISRG) is an intriguing everything-proof stock for Trump 2.0. The company specializes in cutting-edge surgical devices and regardless of what the Fed or President-Elect...

If you were taking a break from your family on Christmas Day, you may have caught my article on how Jay Powell’s recent “hawkish cut” is set to light a fire under high-yielding (and tax-free!)...

2025 is here and we’ve got a terrific opportunity in front of us: A shot at a very comfortable retirement with around $1.1 million saved. Heck, not only comfortable, but possible without withdrawing...

The Dogs of the Dow 2025 pay big dividends—up to 6.8%! Collectively they yield three-times what the broader market pays. We’ll discuss individual Dogs—and their divvies—in a moment. First, the simple...

For a long time now, it seems like the stock market has had a “theme of the year.” Clearly, in 2024 it was AI, while 2023 was the year of recovery from 2022, which was a year of panic over a...

2024 is hours from heading out the door, and here’s the state of play: The Federal Reserve cut interest rates for a third consecutive meeting on December 18. Yet the yield on the 10-year Treasury is...