I have a lot of short conversations about dividend stocks. They go something like this: “Oh, your specialty is dividend ...

Clearly, there must be a typo in that headline. I’m the one who is always preaching about getting the yield you deserve. So, why would I even consider buying a company that can’t keep its payouts ...

Last week I noted the problems of sitting down with a blank screen and trying to figure out what to write. This week I have the opposite problem: I have well over 20 important research notes from ...

For roughly three decades after World War II, worker pay rose almost one-for-one with productivity. As the economy grew, so ...

Today we continue reviewing Ray Dalio’s latest book, How Countries Go Broke. If, like me, you fear that you may soon live in such a country, Ray’s work reads like a guidebook to the future. But in ...

Rain can be either refreshing or destructive. It can make plants grow or produce devastating floods. But in all cases, it’s largely outside human control. Or is it? True, we have little control over ...

Good news: Tariffs will not make the world end. American businesses will do what they do best, which is adapt. While the probability of a recession has increased, we always get through it and the best ...

The Social Security Administration recently gave us their annual report with a few blockbuster footnotes. We all know that Social Security as it is currently constructed will run out of money in the ...

I was in Newport Beach two weeks ago doing several video interviews with David Bahnsen. At the end of the interview, he mentioned the importance of having a proper “philosophy of investing.” Time was ...

“We desperately as a country want to destroy more jobs. That is the only good outcome in the next 10 years…” Joe Lonsdale, Venture Capitalist and SIC speaker (Joe is right, but it is critical you ...

When we talk about inflation, the conversation usually centers on periods (like now) when inflation is especially high. Those are certainly problematic. But we can overlook a possibly bigger problem: ...