Trump 2.0 is now only a bit less than a week off, and things are moving fast.
Here’s one thing I can tell you: While everyone’s talking about tariffs, Greenland and the Panama Canal, what investors—particularly dividend investors—should be talking about is way more “boring”: The yield on the 10-year Treasury note.
Because when the rubber really hits the road on the new administration, it’s the 10-year, more than anything else, that’s going to call the tune here.
And the next move I see it making, which we’ll get into below, is poised to benefit some of our favorite income plays: real estate investment trusts (REITs).… Read more
Recent Comments