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 ...

Last week's issue generated more thoughtful replies than we expected. What struck me wasn't that some of you disagreed with a point or two. It was what you agreed on. Almost nobody argued that nothing ...

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

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

As I sat down to start my work week, I realized that I didn’t eat a single hot dog over the holiday weekend to celebrate the ...

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: ...

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 ...

That was a suggestion I received last week. The reality is that “tech growth” is pretty much a double negative for dividend investors. By design, a company in its growth phase shouldn’t be paying much ...

This week is the final recap of the 2026 Strategic Investment Conference. I have always done summaries of the SIC afterwards, but I don’t think I’ve ever taken four weeks, let alone five weeks to ...

I’m always searching for a good bargain. Well, as long as it’s a bargain on something that I need and will actually use. My favorite brands of polos and barefoot shoes are always on the list. It makes ...