2 Soaring Yields Holding a “Trump” Card in the Tariff War

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2 Soaring Yields Holding a “Trump” Card in the Tariff War

Don’t buy into this trade panic—truth is, the market’s “tariff tantrum” is a goldmine for us contrarians. Today we’re going to mine it with two stocks whose dividends are skyrocketing—including one that’s pumped up its payout by 410% in the last decade alone.

Worrying Times Are When Fortunes Are Made

We contrarians know that times like these are when the mainstream crowd makes its biggest mistakes. And those blunders give us the chance to snag the strong, and growing, dividends they’ve tossed in a panic.

Like the first of two stocks we’re going to talk about today. From a first-level analysis, this Ireland-based company looks like it’ll get run over the next time “Tariff Man” holds a press conference.… Read more

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138% Return Potential? My Favorite Dividend to Profit From Inflation & Tariffs

Inflation continues to creep higher. Meanwhile tariffs are here, and more are on the way.

Vanilla investors are rattled. The AAII (American Association of Individual Investors) Investor Sentiment Survey reveals 47% bears and only 28% bulls, its highest level of despair in a year.

Contrarians like us, meanwhile, are salivating. We like it when individual investors are down in the dumps. And it’s not just AAII members—CNN’s Fear and Greed Index has been floundering in fear territory for the last month:

Inflation fears? Tariff worries? Bring ‘em on!

Let’s talk inflation first. The basic spreadsheet jockeys are surprised—sad even—that the Fed may not be cutting rates at all this year.… Read more

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“A” Payout Growers Popped 138% and 199% During Trump 1.0—Will History Rhyme?

Tariff Day has left us with Canada and Mexico in the crosshairs. With North American trade in focus, this may actually give a respite to stocks with supply chains elsewhere and light a fire under them.

Today we’ll talk about two dividend growers that have serious upside. One has a supply chain independent of Canada and Mexico, while the other has no manufacturing worries but some misguided RFK fears. The pair returned 138% and 199% during Trump 1.0, and, if history rhymes, the duo could return triple-digits again during Trump 2.0.

Our first stock, Analog Devices (ADI), is down 9% from its recent highs on trade fears.… Read more

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