5 Monthly Dividend Payers That Belong in Your Roth IRA
Holding REIT and BDC dividends in a taxable account hands the IRS a cut every single month, and the bracket you sit in determines exactly how much you are giving away. Five monthly payers…
All Work
Joel South
3 Growth Stocks to Buy Before Wall Street Catches On
Three under-followed stocks are sitting on tens of billions in contracted backlogs while Wall Street coverage lags behind, and the window to get in ahead of institutional upgrades keeps narrowing.
5 High-Yield Dividend Stocks for Retirement Income
With Treasury yields near multi-year highs, dividend stocks have to justify their place in a retirement portfolio through more than yield alone. These five names have multi-decade payout track records and live catalysts heading…
3 Nuclear Energy Stocks for the AI Power Era
AI data centers are devouring power faster than the grid can supply it, and three nuclear stocks sitting at different layers of the fuel-to-reactor stack are pricing in very different pieces of that scarcity…
The AI Debt Boom Is Helping Push Everyone’s Cost of Capital Higher
Every bond a hyperscaler sells to fund its next GPU cluster competes directly with Treasuries for the same pool of capital, and the ripple is now hitting five companies in ways most investors have…
This Company Just Paid Out $6.8 Billion. Its AI Bill Was 4x That
Microsoft just handed shareholders nearly $7 billion in a single day, yet its AI spending bill dwarfs that figure by a staggering margin. Whether Redmond can keep the dividend growing while burning through historic…
$22 Billion in Customer Deposits Did Not Stop This Chip CEO From Selling $37 Million
Micron customers handed over billions in binding deposits and are begging for memory Micron cannot yet produce, yet three of the company's top executives chose that exact moment of peak demand to quietly unload…
This Chinese Tech Giant Quietly Cut Its Buyback 80% to Fund AI
Alibaba is sitting on billions in buyback authorization yet chose to stop using it, redirecting cash into a bet that makes the next few quarters look very different from the last few years.
PennantPark vs. PennantPark Floating Rate: Which BDC Pays Income Investors Better?
Same manager, same middle-market credit strategy, but one of these BDCs is quietly draining a reserve to fund its dividend while the other has already reset. Knowing which is which could protect a retirement…
Inside Morgan Stanley’s XRP Shuffle: Three New ETFs and a Much Bigger SPAC Position
Morgan Stanley's latest 13F is lighting up crypto social channels as proof of a major institutional bet on XRP, but the actual filing tells a much quieter story about what those disclosed positions really…
Micron Technology: Is MU Stock a No-Brainer Buy as AI Memory Demand Surges in 2026?
Wall Street just handed Micron a near-unanimous buy rating while its forward earnings multiple sits in value-stock territory, and the reason why challenges everything investors thought they knew about the boom-bust memory cycle.
3 REITs Whose Dividends Get Hammered by Taxes, Unless You Own Them in a Roth
Holding high-yield net-lease REITs in the wrong account quietly erodes thousands of dollars in dividend income every single year, and the bracket you sit in determines exactly how much you are surrendering to the…
These 4 Dividend Stocks Yield Over 7%. Roth Owners Keep Every Penny
Ordinary dividends from BDCs and MLPs hand a significant slice of every payout straight to the IRS, but one account type legally eliminates that friction entirely. Four high-yield names show exactly where the placement…
3 Dividend Stocks to Buy Before August Ends and Hold for Life
While speculation runs hot and patience gets punished, three Dividend Kings with unbroken raise streaks spanning decades just posted results that made long-term holders take notice, and two of them are sitting at rare…
4 Low-Cost ETFs Every Investor Should Own
A four-fund portfolio can cover every major slice of the US market while keeping fees so low they barely register, but the real trick is knowing which funds belong together and why the combination…
3 Data Center Stocks Powering the AI Buildout
The AI spending boom has moved past GPUs and into the physical infrastructure holding it all together, and three US-listed stocks are quietly capturing billions in locked-in demand across power, connectivity, and real estate.
This CEO Owns 93% of His Company. He Just Raised the Dividend 25%
Ubiquiti just posted its biggest quarter ever and rewarded shareholders with a dividend hike, but the rally faded fast and the payout structure raises a question most investors have not stopped to ask.
Arbor Realty, Icahn Enterprises and Herzfeld: 3 Unconventional High Yield Bets
Double-digit yields sound compelling until you read the fine print buried inside a stressed mortgage REIT, an activist's limited partnership, and a frontier closed-end fund. Each structure carries a very different set of risks…
D.E. Shaw Just Disclosed a $912 Million SpaceX Stake and a 58% Broadcom Cut in the Same Quarter
In a single quarterly filing, D.E. Shaw made a massive bet on a freshly minted space giant while slashing its position in one of the hottest AI chip stocks by more than half. What…
5 Monthly Dividend Payers to Own Heading Into September
September has a reputation for punishing passive investors, but income seekers who own the right monthly payers can keep collecting checks no matter how ugly the broader market gets. Here are five worth considering…