Dividend Investing Weekly Newsletters
Investing for Income in a Rising Rate Market
When the interest rate landscape begins to shift, as might be the case following the upbeat employment data released last Friday, investors that have income as a top priority to pursue with their investing acumen need to consider which sectors and asset classes will not only maintain stability of principal, but also benefit in a rising-interest-rate market. […]
The Fed Can Take the Summer off
The Federal Reserve has made it succinctly clear that future action on fiscal policy is data dependent. Well, if that’s the case, then the U.S. central bank may as well head off to the Hamptons for the summer months because “the data” have offered nothing to write home about. Markets have been pressing higher in […]
Income Generation from Market Volatility
One could argue that current markets both in the United States and abroad are trading as if volatility won’t rear up again at some point. The CBOE Volatility Index (VIX) is trading down near its historic low, currently at a reading of 12.00. It’s as if there will never be another Ebola breakout, a major […]
Looking for Any Reason to Break Out
Last Thursday, the S&P 500 established a new all-time closing high of 2,121 as a result of yet another soft piece of data, this time the Producer Price Index for April, which came in at -0.4% versus economists’ forecast of 0.2%. Treasuries rallied off the headline, European stocks reversed higher from trading in the red […]
Don’t Be Fighting the Four Feds
Critics of the current global rally in equities make a big issue of how, if central bank stimulus were not present, major market indexes around the world would be in a protracted downtrend. They claim current valuations are not supported by fundamental growth on the top and bottom lines among the biggest market-leading companies. With […]
Earnings Shakeout Defines Future Leadership
One of the fascinating aspects of earnings season is that it reveals which sectors and stocks are tomorrow’s market leaders. I incorporate the use of “sectors” because of the overcrowded trade in exchange-traded funds (ETFs), which are influencing the underlying components more than the component holdings are influencing the ETFs. This is a new and […]
Separating the Wheat from the Chaff
This famous idiom alludes to the ancient practice of winnowing grain. When applied to investing, it also can mean to choose high quality over lower quality. In the case of investments that pay dividends, it’s always a wise practice to do your homework on every asset to be purchased for a portfolio where income is a primary objective. Knowing whether an […]
Staying at Home amid the Temptation to Travel
Leading up to Friday’s pronounced sell-off, a growing number of equity strategists have been recommending raising equity weightings in Europe, China and the other three BRIC nations: Russia, Brazil and India. While the urge to diversify outside of the United States is quite tempting based on pure valuation comparisons, it doesn’t take much of a […]
Execution is King in Choppy Markets
Today’s notable market participants and the media alike are fixated on a few central themes that have painted the investing landscape for most of 2015. Those factors include the 50% rally in the dollar against the euro, the 50% decline in the price of crude oil and natural gas, the piling on of global quantitative […]
Low Interest Rates Versus Artificially Low Interest Rates
This past week, bond king Bill Gross, who now oversees the Janus Global Unconstrained Bond Fund, shed some light on interest rates and how to position yourself in case interest rates start to rise. Interest rates in Germany and other parts of the euro zone are negative going out to six years. Ultimately, there is […]
