The U.S. government is increasingly funding deficits with short-term debt, making interest expenses highly sensitive to Fed policy. A declining average maturity in the sovereign bond index tightens the link between fiscal and monetary policy, amplifying market complexity. Artificially subdued long-term bond supply likely keeps long-term yields lower than they would be with more balanced issuance.
A simple chart reveals a growing disconnect that most investors are ignoring. Rising rates are quietly reshaping the risk profile of “safe” infrastructure. Chasing the AI narrative may be far riskier than it looks.
The real goal of dividends in retirement isn't what most investors think. I discuss 3 investments that combine nicely to form a powerful dividend growth machine for retirement. I also discuss the biggest risk with each of these investments.
ConocoPhillips expects to add $6 billion to its annual free cash flow by 2029. Oneok expects merger synergies and organic expansion projects to fuel a steadily rising dividend.
The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.
Leading blue-chip dividend growth stocks appear to be untouchable, until you zoom out and see what's changed. A small shift in the macro could turn today's favorites into tomorrow's regrets. I detail why I'm walking away before most investors even notice the risk.
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