Contrarian Outlook

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...

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...