“Deglobalization” is the dividend trade of the 2020s. And we’re going to tap it for safe dividend growers with real assets and real cash flow.
I’ll drop two tickers in a second.
Signs that our interconnected world is coming unglued are everywhere. Supply chains are still a mess. Europe is getting set to ban (or slap a price cap on) Russian oil. Speaking of Putin, his immoral invasion of Ukraine is, er, not going well. He’s even going cap in hand to North Korea for spare parts for his ramshackle military!
Meanwhile, Chinese President Xi gazes across the Taiwan Strait, while shuttering his own economy (and vital trading ports) in pursuit of his insane zero-COVID policy.… Read more