You Can’t Spell Mania without AI: 4-Stock Play Yields 7.4%

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You Can’t Spell Mania without AI: 4-Stock Play Yields 7.4%

I don’t always buy into stock bubbles. But when I do, I prefer dividend plays.

We can’t spell “mania” without AI, of course. Artificial intelligence has been the flavor of 2023. But what if—what if—the excitement around AI accelerates into 2024?

It could happen. Last week I spent half of a recent post-holiday-light-viewing dinner discussing AI with a friend. My buddy is increasingly looking to AI tools like ChatGPT and Bard to help run his services business. After all, why not—they are improving by the week and cheaper than humans. There is some steak behind the AI sizzle.

(What did we spend the other half of dinner doing?… Read more

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How to Squeeze Yields up to 12% … From Tech Stocks

This entire market meltdown has been based off of a flawed premise. We income investors must take advantage of it, before sanity returns to the markets.

The 10-year Treasury yield soared above 5%. On its journey to the stars the higher 10-year has clipped equities severely along the way. A high benchmark rate upsets every applecart in finance.

But here’s the thing. This is not a sustainable move.

Inflation isn’t really in a spiral higher. In fact, it’s the opposite. Core PCE (personal consumer expenditures)—the Federal Reserve’s preferred measure of inflation—is dropping like a rock:

Fed’s Preferred Inflation Measure is Dropping Fast

Note, this excludes food and energy prices.… Read more

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