Contrarian Outlook

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...

I never thought I’d see the day when “yen carry trade” was splashed across the financial news. But here we are. We talked about this weird setup, and how it sparked the August 5 market crash, in...

Let’s talk about recession-resistant dividends because, if history is any guide, we are certainly “on the clock” for a slowdown if not already in one. Here at Contrarian Outlook we have been...

Don’t worry—we haven’t missed out on the bargains from the August 5 “flash crash.” We’ve still got a sweet setup for surging dividends in a sector most people completely misunderstand. Misunderstood,...

What the heck happened last Monday? I know I don’t have to tell you that the market dropped off a cliff, only to float back higher as the week continued. The media has been saying that it was all...

This stock hurts to short. The bears are gluttons for punishment. Thirty-six percent (36%!) of outstanding shares are sold short. This dividend is just waiting to be squeezed higher. Meanwhile, the...

When legendary activist Bill Ackman makes a move, the investment world notices. So when he said he was going to jump into our favorite income plays—8%+ yielding closed-end funds (CEFs)—it certainly...

Well the “index huggers” hurled their positions quickly, didn’t they! Some bad jobs numbers. A rally in the Japanese yen. And it was sayonara, SPY. The financial “squares” use blunt instruments. When...

Look, rate cuts are only weeks away now—likely starting in September. And there’s one terrific way to tap them: high-yielding municipal bonds! I know most folks think “munis”—issued by state and...

In last Thursday’s article, we talked about one of my favorite “low-drama,” high-paying investments—I’m talking 7%+ payouts here. Those would be covered-call funds, which we look to in times of...

Worried about a serious pullback in the S&P 500? That something is going to go a bit haywire here in America, or overseas, and send stocks swooning? If so, this 5-stock portfolio is for you. It...

Worried about a serious pullback in the S&P 500? That something is going to go a bit haywire here in America, or overseas, and send stocks swooning? If so, this 5-stock portfolio is for you. It...