U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framewor...
Tech sector capital investment is surging, but enterprise AI adoption is showing disappointing returns, with 95% seeing zero ROI per an MIT study. This disconnect raises concerns about who will ultimately pay for the ongoing AI investment if enterprise customers remain slow to realize benefits. Recent underperformance in growth tech stocks reflects these doubts, while value-oriented dividend st...
JACKSON, Miss. , Aug. 22, 2025 /PRNewswire/ -- EastGroup Properties, Inc. (NYSE: EGP) (the "Company" or "EastGroup") announced today that its Board of Directors approved a 10.7% increase in its quarterly dividend, raising it to $1.55 per share from $1.40 per share.
Inflation is in a tug of war: Disinflationary housing offsets inflationary tariffs, but tariffs will increasingly push consumer prices higher over the next year. The economy and stock market are both K-shaped, with affluent consumers and AI-related stocks thriving while others struggle or stagnate. Despite these divergences, I remain committed to value-oriented dividend growth investing, focusi...
REITs have outperformed the S&P 500 over the long run. I expect REITs to return to their lead over the coming years. I highlight specific REITs that are especially well-positioned.
I remain committed to dividend growth investing, adapting my strategy to balance growth, yield, and defensiveness amid demographic and economic shifts. My 'galley ship' portfolio model uses ballast (cash), rowers (compounders), and sails (high-yielders) to optimize for both income growth and stability. Recent portfolio adjustments focus on defensive, recession-resistant stocks and ETFs, emphasi...
I focus on 'wide moat' REITs with durable competitive advantages and strong valuation discounts for superior risk-adjusted returns. Equity LifeStyle boasts resilient demand drivers, high switching costs, robust brand engagement, and a stellar financial track record, now trading at multi-year lows. EastGroup leverages network-effect clusters, diversified tenants, and disciplined development, off...
Are we in an AI bubble? And will it be AI or tariffs that determine the trajectory of the market going forward? I'm focusing on dividend growth stocks and ETFs with attractive yields and solid projected dividend growth rates. I estimate most of the stocks on my buy list will deliver mid- to high-single-digit dividend growth going forward.
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