Data-center REITs have a collective market cap of more than $73 billion and an average yield of 3.7%. Read More

Not only are markets overvalued, so we’re in buyer beware territory, the laws of economics seem to have been suspended for the time being.  The cyclically adjusted P/E, a valuation measure created by the Nobel Laureate Robert Shiller, now stands at over 27, a level topped only during the 1929… Read More

With a governmental change of control, there’s a new set of winners and losers. Whether it was healthcare stocks and alternative energy under President Obama, defense and energy stocks under President Bush, etc., a government’s agenda sets the tone for the markets. On Tuesday, President Trump created one of what I… Read More

President-elect Trump’s announcement at his press conference last week that he would not sell his ownership stake in his real estate empire, but pass management on to his sons, was seen as bullish for global real estate. (Though not so great from an ethical point of view, according to many… Read More

Attention investors rooting for the Dow Jones to top 20,000:  Economists have started to put nearly 50-50 odds on a recession in the next four years. Sorry for the lump of coal in your stocking.The Bankrate Economic Indicator, a quarterly survey of economists,  put the probability of a recession over… Read More

The telecom giant must lower its debt burden to maintain its dividend. Read More

Cheap money has driven a wave of consolidation among dividend payers. Read More

As the steward of the Personal Finance Income portfolio, I’ve been reconsidering what financial companies and banks deserve to be called income investments, especially given the revelations of fraud and scandal at Wells Fargo and Deutsche Bank.And the more I look, the more I like firms that have been pursuing… Read More

Bravo, Fed.It was a clever bit of acting this week by Federal Reserve Chair Janet Yellen and her troupe of governors that would convince us a return to normal, higher rates is almost at hand.But by now income investors should recognize that backstage the Fed is clinging to low rates as the… Read More

How to protect yourself from a bond market collapse. Read More