The Bond God’s $4,000 Gold Call (and a “Dividend Twofer” to Profit)

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The Bond God’s $4,000 Gold Call (and a “Dividend Twofer” to Profit)

When DoubleLine CIO Jeffrey Gundlach speaks, we yield hounds listen.

Right now, the “Bond God” has gold on the brain. We’re dialed in, because his latest utterances are pointing the way to a sweet 7.4%-paying “gold-dividend twofer” for us.

I’m talking about a play for price upside in the near term, followed by big monthly dividends (yes, 7.4%, and maybe more) when the “discount trigger” we’ll talk about in a sec kicks in.

The Bond God Calls ’Em Like He Sees ’Em

The Bond God is a dyed-in-the-wool contrarian who holds a special place in our hearts because, well, he’s often right.… Read more

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If 2026 Is 2008 Redux, You’ll Want to Own This 8.4% Dividend

$20 trillion.

That’s how much value has been added to the US housing market in the last five years. It’s a number so big it’s near-impossible to get your head around. And it’s a double-edged sword.

On the one hand, if you own a house, that house is worth more, and you’re richer as a result. But if you don’t, buying is expensive and comes with a higher risk of a price drop. That’s because this $20-trillion gain is a 57% increase since 2020, or 9.5% per year.

That is, simply put, unsustainable.

Which is why, today, we’re going to look at a way to hedge against this risk and collect an 8.4% dividend as you do.… Read more

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Three Dividends Up to 7.5% Powering the AI Boom

Artificial intelligence is supposed to be graceful, just code humming in the cloud. Yet it’s anything but lightweight. AI is an energy hog.

Every time a chatbot like ChatGPT spits out an answer, it pulls from enormous racks of servers running in data centers. Those servers draw electricity on the scale of small cities.

Over the past few years, AI has been a tech story. With increasing adoption, however, it is about to evolve into a power story.

AI can’t happen without natural gas. Renewables are growing for sure but most new data centers are still tied to gas-fired plants.… Read more

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Three Dividends Up to 7.5% Powering the AI Boom

Artificial intelligence is supposed to be graceful, just code humming in the cloud. Yet it’s anything but lightweight. AI is an energy hog.

Every time a chatbot like ChatGPT spits out an answer, it pulls from enormous racks of servers running in data centers. Those servers draw electricity on the scale of small cities.

Over the past few years, AI has been a tech story. With increasing adoption, however, it is about to evolve into a power story.

AI can’t happen without natural gas. Renewables are growing for sure but most new data centers are still tied to gas-fired plants.… Read more

Read More

This 12% Dividend Is Now On Sale (Thanks to a “Hidden” $30-Billion Move)

At CEF Insider, we live for those times when a bad news story turns up a great dividend opportunity. And the headlines just served one up, putting a 12%+ dividend (in a hated sector, no less) on the table.

This special situation is intriguing because no one in America is talking about it. That’s because it comes from across the pond, in the UK. Specifically, I’m talking about one of the UK’s biggest insurers, Phoenix Group, pulling £22 billion (US$30 billion) from asset manager Aberdeen Group plc (SLFPY), reportedly to manage these funds in-house.

Aberdeen’s name might ring a bell if you’re a CEF Insider member, as we’ve held the firm’s funds in the past.… Read more

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Dividend Reset = Opportunity to Grab This 9.2% Yield at a Discount

Most Wall Street “suits” are allergic to dividend cuts. These spreadsheet jockeys sooooo lack imagination. They prefer linear trends—up and to the right.

Dividend growers model nicely. Payout “resets” (cuts!) do not. So, there is often a knee-jerk reaction from analysts to sell every divvie slash they see.

Same goes for most individual income investors. These vanilla beans sold BlackRock Health Sciences Term Trust (BMEZ) late last week when BlackRock sliced the dividends for three of its popular funds.

The weaker hands sold. Big payouts remain. As contrarians, we’re intrigued.

Dividend cuts, ironically, often mark the start of opportunity. Here’s what the knee-jerk sellers miss:

  • Even after the trim, BMEZ still yields 9.2%.

… Read more

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Dividend Reset = Opportunity to Grab This 9.2% Yield at a Discount

Most Wall Street “suits” are allergic to dividend cuts. These spreadsheet jockeys sooooo lack imagination. They prefer linear trends—up and to the right.

Dividend growers model nicely. Payout “resets” (cuts!) do not. So, there is often a knee-jerk reaction from analysts to sell every divvie slash they see.

Same goes for most individual income investors. These vanilla beans sold BlackRock Health Sciences Term Trust (BMEZ) late last week when BlackRock sliced the dividends for three of its popular funds.

The weaker hands sold. Big payouts remain. As contrarians, we’re intrigued.

Dividend cuts, ironically, often mark the start of opportunity. Here’s what the knee-jerk sellers miss:

  • Even after the trim, BMEZ still yields 9.2%.

… Read more

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AI Is Set to Supercharge 3 “Boring” Dividends

While Wall Street chases NVIDIA (NVDA), the real AI dividend story is unfolding in the sleepy insurance sector. These “boring” firms are quietly leveraging AI tools to slash costs, grow premiums, and—best of all—dish us bigger dividends.

AI is spreading across the economy much faster than many expected. That means we need to move even faster to front-run that shift.

We’ve already been hard at it. In July, we talked about our favorite dividend payer to grab as AI reworks farming. Few people realize it, but “ag” has a long history of leveraging tech. It’s a big reason why productivity per farm worker has shot up 16X since 1948.… Read more

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These 8%+ Dividends Are Crushing the S&P 500 (They’re Just Getting Started)

We’ve got a frankly, bizarre dynamic setting up in stocks right now.

Global stocks are clobbering their American cousins this year. But here’s the disconnect: This is happening even though US stocks are hitting all-time highs seemingly every day.

On the surface, it sounds like both of these can’t be true. But as we’ll see below, this setup makes total sense. We’ll also look at how we can play it for both offense—price upside, in other words—and defense (in the form of 8%+ dividends), too.

USA, USA, US … Wait a Minute …

Here we’re looking at the S&P 500, as measured by the SPDR S&P 500 ETF (SPY), in purple, compared to the Vanguard FTSE All-World Ex-US Index Fund (VEU), a good benchmark for global stocks (minus the US, as the name says), in orange.… Read more

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Will the Fed Really Wreck These 10%-Plus Payers?

Wall Street suits tend to avoid business development companies (BDCs). That’s a mistake. For us income seekers, these “Main Street bankers” can be the best dividend machines in the market.

Forget the “penny yields” most stocks pay. BDCs can dish divvies between 10.6% and 12.6%. Unlike vanilla blue chips, BDCs are mandated by Congress to flip us at least 90% of their taxable income.

In other words, the dividends are a “built in” feature.

Of course we don’t just close our eyes and buy any 12% payer. Some BDCs are dividend machines, others are disasters. Our job: separate the stars from the scrubs and only buy the cash cows.… Read more

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