Contrarian Outlook

Let’s talk about a “rich guy loophole” that you and I can take advantage of—and bank dividends up to 12.5%. And no, I’m not going to ask for your most recent tax return or W2. These are perfectly...

With stocks back in “climb” mode (at least for now!), it could seem like a good time to look for a hedge against the next downturn. If you’re looking for hedges that also pay big dividends, you might...

One year ago, I wrote to you that it was time to buy bonds again. The “index huggers” who only know SPY thought we were nuts for talking fixed income. The popular narrative at the time (which aged...

The index huggers are, rightfully, fretting about the only position they own, the S&P 500, which is heavy on Nvidia (NASDAQ:NVDA). The soon-to-be-fallen angel is the third largest component of...

Believe it or not, your favorite income strategist once had a multi-year stint as the head of human resources for a US-based software company. It was, coincidentally, my last regular “day job” before...

We’ve all loved watching our dividend payers soar since the August 5 crash. (To be honest, we might have liked a bit more time to shop the bargains!). But that’s investing. And I do have two pieces...

Just a week ago, I wrote to you about the dangers of investing in a tired investor go-to called the 60/40 portfolio. You know the one—the so-called “rule” that you should invest 60% of your holdings...

AI is in and energy is out. As usual. Which is just dandy for contrarian dividend investors like us. Let’s talk about dividends up to 6.6% and stock prices that are dirt cheap. How cheap? Stocks...

Think back just a couple weeks: The “yen carry trade” had investors running scared, and we had a terrific opportunity to buy stocks—better still our favorite income plays on stocks: closed-end funds...

How about two bold election predictions—and two payouts that will thrive regardless of the results? My first forecast: Americans will still want to eat food after November. Inflation is a hot topic...

If you’ve been watching utility stocks over the last few months, you might think our chance to buy these big dividends is history. It’s not: There are two still sweet utility deals on the board,...

When I see people touting the 60/40 portfolio, I kind of feel like Haley Joel Osment’s character in the Sixth Sense. But instead of seeing dead people, I see dead ideas. You likely know what I’m...

In case you haven’t heard, the Federal Reserve is about to cut interest rates. That is big news for this trio of dividend payers, dishing between 11.1% to 12.6% per year. These stocks survived the...

With stocks again on the upswing after the August 5 pullback, the appetite for risk is back! Rising markets are terrific, of course. But they do bring dangers. One is that they might tempt some...

I have to laugh when I hear people say Jay Powell has been tough on rates. Sure, he’s been talking tough. But when he’s not doing his Dirty Harry act at the mic, he’s been keeping the liquidity party...

Stock market predictions, of course, are just that—predictions. All of them (including mine!) should be taken with a grain of salt. I normally prefer to avoid making them. But every now and then I...