The AI Rally Is Missing One Key Warning Sign

The AI Rally Is Missing One Key Warning Sign

One of the most persistent questions facing investors today is whether the excitement surrounding artificial intelligence resembles the technology bubble of the late 1990s. The comparison is understandable. A transformative technology is reshaping business models, capital has concentrated in a relatively small group of companies, and market leadership has narrowed in ways that feel familiar […]

How to Separate the Best Income ETFs From the Rest

How to Separate the Best Income ETFs From the Rest

While there are ETFs using covered call option strategies that have been around for years, the number of funds using options trading strategies to pay eye-popping yields has exploded over the last two years. With hundreds of ETFs now in the space, picking the best ones is a huge challenge. I keep a database of […]

Why Leverage Is the Engine Behind Today’s Highest REIT Yields

Why Leverage Is the Engine Behind Today’s Highest REIT Yields

I am often asked about the two largest residential finance real estate investment trusts (REITs). The two REITs carry yields of 12% to 13%, which would interest any income-focused investors. Annaly Capital Management (NLY) has a market cap of $15 billion, and currently yields 12.6%. AGNC Investment Corp (AGNC) yields 13.8% and has a market […]

A New Paradigm for Traders

A New Paradigm for Traders

Every market participant operates within a framework, whether they recognize it or not. That framework determines what information matters, what gets ignored, and how decisions are made when certainty is unavailable. Traders and long-term investors often work from very different frameworks. Neither approach is inherently superior, but they address different problems. For me, trading has […]

Goldman Says 7.7% Returns. I Think You Can Do Better

Goldman Says 7.7% Returns. I Think You Can Do Better

Recently, Goldman Sachs released its forecast for global stock market returns for the next decade. After reviewing their projections, I am confident my Dividend Hunter strategy will outperform Goldman’s expectations for stocks over the next 10 years. The Goldman forecast for global stocks is a 7.7% annual return over the upcoming decade. The report notes […]