Contrarian Outlook

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...

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...