Dividend Investing Weekly Newsletters
Energy Related Income Is the Sweet Spot for Yield
Depending on how one views the snapback rally late last week, it would seem a window of opportunity briefly opened for investors looking to hedge against inflation, rising rates and geopolitical volatility. After the price of wheat spiked above $9/bushel and WTI crude spiked to over $100/bbl on the initial headlines of the Russian invasion […]
A Historic Opportunity to Buy the Best Stocks on Sale
The last week of stock market volatility pretty much was the summation of several negative influences converging on the investing landscape all at once. The obstacles include fever-pitch tension between Russia and Ukraine, hot inflation and retail data prompting rising fear of even more aggressive Fed action than has already been priced in, dictatorship-like action […]
Russia And Rates Wreaking Havoc on Market Sentiment
The weekend edition of Investor’s Business Daily was chock-full of bullish stories regarding powerful earnings beats from so many great companies, it was hard to balance all this good corporate news with the multiple headwinds facing the economy and the market. The chill of the possibility of a new cold war with Russia, tensions with […]
Inflation Looking Higher Before Fed Policy Kicks In
Friday’s hot nonfarm payrolls report of 467,000 jobs being added raised a lot of eyebrows, considering that White House Head Economic Advisor Brian Deese painted the tape with a public warning that some tough employment data was about to cross it. This is especially true following the preceding ADP report on Tuesday, which showed that […]
Energy Holds Top Spot For Inflation-Friendly Income
There is no way to sugarcoat the current problem rising inflation is having on consumers, corporate earnings and the stock market. This past week, several blue-chip companies that reported fourth-quarter results cited rising costs for margin pressure on profits. Some companies are more effective at passing on those costs, but not if you are running […]
Market Reset Favors Dividend Stocks
Back in August 2018, Fortune magazine ran a cover story that received a lot of attention at the time. Titled “The End Is Near,” the feature column laid out a base case for the next recession that, while making perfectly good sense, didn’t pan out as predicted, at least not yet. The article claimed in […]
Chip Sector Takes Tech Selloff in Stride
There is no denying the desire among investors to reduce portfolio weightings in technology stocks. The tug-o-war between growth and value has had most tech stocks on the ropes for the better part of a month, with the most recent two weeks putting material downward pressure on the tech torch bearers. They include FAANG stocks […]
Raising the Bar for a Global Economic Rebound
Much of the market’s performance is highly tied to the current narrative, be it bullish or bearish or a mixture of both, depending on the headlines that move markets and influence investor sentiment. The first week of 2022 showed just how powerfully rooted the current investor mindset is focused on inflation and rising bond yields. […]
‘Come Fly With Me’ – It’s Time To Buy The Airlines
This past week, there have been three key developments for the travel industry that should provide for a strong catalyst for the airline industry and the stocks within the sector. First of all, the Centers for Disease Control and Prevention (CDC) have cut back the number of days required to quarantine from ten to five. […]
Fed Pivots When Interest Rates Exceed Inflation
There is so much noise and confusion about when the market is going to vault out of its primary bear trend with purpose and begin the next leg of the secular bull market — which is still very much intact. Looking at the 30-year chart of the S&P 500 ETF (SPY), the yellow line represents […]
