Dividend Investing Weekly Newsletters
Business Development Companies (BDCs) Should Gain Lift in 2020
During the past several weeks, I’ve noted that I want to provide my portfolios with exposure in the part of the financial sector that sports high yields. When I keep reading how difficult the lending environment for mid-size private companies is, it only makes sense to take a hard look at a couple of the […]
Is the Sudden Shift Into Deep Cyclicals Legit?
The major stock market indexes have entered November with fresh gains, with the S&P 500 and the Nasdaq Composite setting new record highs following better than expected employment data and better than feared manufacturing data for October. Nonfarm payrolls exceeded expectations, growing by 128,000 last month even during the General Motors (NYSE:GM) strike. Figures for […]
Refiners Hit Their Stride and Pay Champion Yields
Don’t look now, but while investors are all gaga about the momentum in semiconductor, home-building and bank stocks, the energy refiners are stealing the show and outperforming every sector on the board. The crack spread between the price of crude and the price of gasoline, jet fuel, diesel, distillates and lubricants has widened to where […]
Three Market Sectors Point to Further Economic Expansion
There has been an ongoing debate about how long the longest-running bull market in history can extend itself. While much of the developed world outside the United States is enduring economic contraction, and with Europe officially in recession, America continues to be an oasis of steady growth, albeit not without a soft patch in factory […]
China Deal – Hold the Champagne
I can use the phrase “the ink isn’t even dry” to characterize the Chinese government officials backtracking on Friday’s verbal agreement to Phase One of what is no more than a trade truce of sorts. News reports this morning indicate China doesn’t want to sign the initial deal without more talks. Sound familiar? Here we go […]
Select Semiconductor Stocks Offer High Yields and Growth
There is widespread consensus that interest rates and bond yields are going to remain low for a long time, maybe several years, as inflationary pressures are generally absent in most goods and services markets, except for health care and real estate. As the U.S. stock market contends with new circumstances surrounding the impeachment inquiry, White […]
United States Moves to Top Producer of Energy
When the United States used to import more than 60% of the crude oil necessary to run the domestic economy, the price of oil had a huge impact on the rate of gross domestic product (GDP) growth and the consumer. As a nation, we were very much at the mercy of OPEC and other exporting […]
Whipsaw Bond Market Signals a Buy for REITs
Every so often, market volatility spikes, which invariably causes great upheaval in various sectors of the equity and bond markets. Lately, while the stock market has generally behaved itself, the bond market has endured one of the wildest periods of extreme price movement recorded in many years. Because the global bond market now exceeds $100 […]
Are Ultra-Long Treasury Bonds the Next Big Thing?
The topic of whether the United States will start issuing 50- and 100-year Treasuries in the next few years, if not sooner, has started a genuine dialogue. What has been reserved for very special emerging market situations, like the 7.9% 100-year government bond that Argentina sold in 2017 to raise $2.75 billion amid optimism about […]
Consumer Spending and High Seas Indicators Turn Sharply Bullish
The month of August closed out on a three-day uptick for the major averages, boosted by a rising narrative that the U.S. consumer is feeling pretty good about the present situation. The Conference Board’s Senior Director of Economic Indicators Lynn Franco stated, “Consumers’ assessment of current conditions improved further, and the Present Situation Index is […]
