Dividend Investing Weekly Newsletters
Germinating Inflationary Income from the Farm
Although the Federal Reserve likes to focus its inflation algorithms on the core Personal Consumption Expenditures (PCE) Index that strips out food and energy, the headlines consumers see each day fan their outrage over food and energy prices. According to the U.S. Department of Agriculture, food prices are up 10.8% for the 12 months ending April […]
Hedging Oversold Rallies Until the Bear Goes Back Into Hibernation
Investors received some inflation data this week that implied just maybe the month of April was the peak for inflation in the current cycle. As one month does not make for a trend, it gave some much-needed hope and relief for stocks to trade up off by the end the week, the first such move […]
Spotlighting Stable Assets With Inflation-Fighting Yields
Bearish sentiment has ruled over the stock market, resulting in seven straight weeks of losses. The technical charts are showing severe damage, and the 200-day moving averages for all the major averages are now turning lower. The market as a whole needs some game-changing headlines to reverse the trend — be it peak inflation, the […]
An Energy Crisis Is in The Making
The Russia/Ukraine war can’t be overlooked. It is having a major impact on the global supply of fossil fuels. The sanctions and widening embargo against Russian oil exports is the equivalent of losing Saudi Arabia or the United States in terms of production. The repelling of a major oil supplier like Russia as a source […]
Well-Managed Covered-Call Funds Look Timely
Last week, the bond market voted thumbs down to the Fed’s 50-basis-point rate hike as Treasury yields initially paused, assessed the Federal Open Market Committee (FOMC) policy statement and summarily traded to the highest levels since the fourth quarter of 2018. From the 20-year chart of the benchmark 10-year T-Note, the radical move up to […]
Natural Gas ETFs Are a Bullish Income Strategy
With bond yields risings and the major stock averages testing and, in some respects, violating the March lows, income investors need to look no further for incredible inflation sensitivity, comfort and tax efficiency than master limited partnerships (MLPs). As a sub-sector of the broader energy sector, these operators of pipelines transferring, terminalling, storing and gathering […]
Playing Offense With Defensive Sectors
The stock market sent investors a crystal-clear message last week, and it wasn’t one to be taken lightly. Against the current chaos of a market landscape that is crushing every questionable growth company in its tracks, along with every pseudo-macro secular trend that pretends to be havoc-proof, it should be noted that all get-out-of-jail free […]
Consumer Spending Holding Up Against Historic Inflation
For the past week, investors have been pummeled with negative inflation data and its effects on the economy. The data have spoken, and one would surmise that the apparent doom and gloom in an economy tied so heavily to consumer spending would have had a much bigger impact on the stock market than the 9% […]
LNG Stocks Are in a Stealth Bull Market
The stock market has undergone a reality check over these past two weeks, with the majority of market sectors enduring selling pressure as investors reprice risk-on assets against a landscape of acceptance that inflation, rising rates, elevated commodity prices, supply chain constraints and the Ukraine war are going to last longer than first perceived. These […]
Inflation Sensitive Stocks Have More Room To Run
Trying to anticipate the next big turn for market sectors and stocks that are lagging is like trying to safely pass a slower car on a two-lane road in a thick fog. There are inherent risks such as what investors are encountering with the fits and starts of so many false breakouts and bullish reactions […]
