A Downturn in 2023? Maybe Not for These Low-Vol Plays

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We are heading into the most telegraphed recession in American history. Federal Reserve Chair Jay Powell said it himself last month:

“As rates go higher, it’s hard to see a soft landing.”

Gee Jay, no kidding. Your Fed is squeezing us directly into a slowdown with these short-term rate hikes and balance sheet drawdowns.

Now I’m not saying it’s the wrong move, Jay. You printed a lot of money in 2020—so much that we fell way behind the inflation curve in 2021. Economic indicators and price numbers are still running hot.

So I’m not surprised to see your feet on the breaks for most of the year.… Read more

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Bull market, bear market, it doesn’t matter: Underappreciated, under-covered companies always manage to make a splash.

That’s how my Hidden Yields service delivers portfolio doublers every five or six years. The market has clusters of dividend growth stocks that are too boring for the financial media or most analyst firms to lavish with coverage, and that don’t yield nearly enough for income hunters to take notice. Yet time and time again, these stocks turn into total-return machines that can rip off 15% in annual returns, rain or shine.

And the current bear market is providing a rare opportunity to pinpoint these payout powder kegs.… Read more

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