Contrarian Outlook

There’s a crop of outsized dividends out there that are absurdly underpriced—I’m talking 14%-off discounts here. And our opportunity to pounce has arrived.I’m talking about...

Over a decade ago, closed-end funds (CEFs) helped me achieve financial independence. Since then, I’ve seen hundreds of other people use them to get there, too. I’m certain these unloved...

It’s back to the 1980s in the corporate bond world—with yields through the roof. (I’m talking safe 9.9%+ payouts when we buy bonds through high-yielding funds like the one...

The 10-year Treasury yielded just 0.62%. Zero-point-six-two!Plop a million bucks into T-Bills, and we were collecting a mere $6,200 per year. Just over $500 per month. On a million! Investment grade...

I know it’s only August, but I’m ready to make my first “dividend prediction” for 2024: utilities—especially growth utilities—will surge.That means now is the time...

As contrarian investors, we have no desire to buy the stock market while it’s hot. We wait for it to cool off. And cooling off it is.Three weeks ago, I warned that NVIDIA Corp (NASDAQ:NVDA) was...

If I can give you just one piece of advice as we pass the midpoint of 2023, it’s this: do not trust your dividend income to ETFs!Instead, look to the simple “payout-powered” strategy...

It’s no secret that stocks—especially tech stocks—have soared this year. And today I’m going to show you a contrarian dividend play I see as the perfect way to take...

AI is popular. Emerging market bonds, needless to say, are not.Which is perfect for us responsible contrarians striving to retire on dividends. The more neglected an asset, the better. But...

I’m sure you probably know this—but it is usually a really bad idea to pay 43-times sales for a stock.Note that I did not say earnings. I said sales. Revenues. The ol’ top line....

Sixty percent gains, needless to say, are nice!They can be the difference between a comfortable retirement and, well, one where we’re a bit too concerned about losses. A million dollars is...

Our contrarian investing playbook is simple, but not easy. We buy stocks that others are neglecting. At least currently! This means we secure prices when they are low and dividends when they are...

Few people would put the words “artificial intelligence” and “big dividends” in the same sentence—but those folks have never heard of closed-end funds (CEFs)!These...

Do you also believe that a recession is on the way?Note that we’re not saying when. Maybe later 2023. Or 2024. For sure 2025. We are good economists. Casting out predictions without set...

Here’s some great news as we head into the summer market doldrums: we’ve got a terrific setup to buy, with stocks rallying, economic data strong—and the S&P 500 (and many...

TV personality Suze Orman has bad news for anyone hoping to escape the rat race: they’ll probably have to wait until they’re over 70.In a recent interview, the host of the Suze Orman Show...