Editor’s Note: As Chief Investment Strategist of Total Wealth, Shah believes in making his track record of recommendations easily accessible to all readers within seconds – and that’s why he’s compiled an Archives page.
Dec 12, 2022
This is a big week for the markets, and I think it will set up a December to remember. With the Consumer Price Index print for November set to come out tomorrow and the Fed making its next decision on …
Dec 08, 2022
For understandable reasons, Chinese stocks have been beaten down for over two years. But things are changing in China, and now there are good reasons to play these former losers again. Just don’t expect it to be a one-way ticket …
Dec 03, 2022
The entire stock market narrative changed on Wednesday following Jerome Powell’s Brookings Institution speech. We’ve got our first sign that the Fed believes we could be at peak inflation and a surprisingly optimistic appraisal of our chances of a “soft …
Dec 01, 2022
Traditionally, a Santa Claus rally refers to gains in the stock market happening in December, specifically over the last five days of the month into the first few days of the new year. Since 1950, the average gain over that …
Nov 28, 2022
There’s a lot of attention being paid to the protests in China around the most recent wave of Covid lockdowns – and for good reason. If China shuts down its factories again, it will have an impact on manufacturing, and …
Nov 24, 2022
I trust everyone is having a good day as Americans settle in to celebrate the Thanksgiving holiday with friends and family. Over several months, I’ve been writing about how to invest in a high-inflation environment. I’ve covered everything from floating-rate …
Nov 19, 2022
A lot of the advice and analysis we give out here on Total Wealth is geared toward investors – people who want to find the best stocks to grab and hang onto in order to build wealth over time. There’s …
Nov 17, 2022
Since China embarked on major economic reforms in 1978, its GDP growth has averaged a stunning 9.14% per annum. But not all’s well these days. After decades of unprecedented debt leveraging, and as the global economy slows, China sees its …
Nov 14, 2022
While last week’s lower than expected inflation print was good to see, we’re still not out of the woods when it comes to inflation and Fed interest rate hikes.
Today, with stocks taking a breather from last week’s rally, we want to make sure we don’t lose focus on the importance of having inflation-beating investments in our portfolios.
Today I want to bring our focus back to Business Development Companies, also known as BDCs for short. Because BDCs are regulated investment companies (RICs), they must distribute over 90% of their profits to shareholders. In addition, that RIC status means they don’t pay corporate income tax on profits before distributing them.
That makes BDCs a great way for individual investors to get paid healthy dividends as early investors.
The pick I have for you today blasted past every projection in its last earnings report, is in the process of steady growth that shows no signs of slowing down, and is paying out an inflation-beating 10% dividend as of this writing.
And best of all, you can grab it for around $24 a share right now.
Nov 12, 2022
Everybody loves a good rally, and this week gave us one, with the Dow blasting up almost 1200 points by the time markets closed on Thursday. The CPI print came in lower than expected, at 7.7%, so naturally we saw a rush of call option buying from market-maker dealers and retail traders, pushing markets skyward. Things could keep popping up higher if a wave of FOMO buying follows next week, or if we get a Santa Claus rally this holiday season.
But the long-term outlook is much less certain. Whether the Fed begins to ease the pace of its rate hikes or not, they’ve made one thing clear – they’re not budging from their 2% inflation target. That means we’re still going to see higher interest rates for longer, and that creates significant resistance to moving out of the overall bear market we’ve seen all year.
Nov 10, 2022
There’s no question that oil is volatile. It’s up one day and down another, it rises when demand increases and when OPEC + (which means the Organization of Petroleum Exporting Countries plus Russia) cuts production, and it falls when global …
Nov 07, 2022
Inflation is still at elevated levels, and the Federal Reserve is signaling no near-term end to its quantitative tightening policies. Investors looking to generate higher levels of income from their investment portfolios should consider Real Estate Investment Trusts, or REITs. …
Nov 05, 2022
An explosive rally started off Friday morning’s trading day, fueled by rumors that China might be easing on its “zero Covid” policy. But it was short-lived: by midday indexes were either down or flatlining. This kind of intraday volatility is …
Nov 03, 2022
Yesterday’s Federal Open Market Committee (FOMC) meeting held few surprises. Instead, we got another 75 basis points hike on interest rates and no forward guidance on when they’ll taper their hiking regime. What they did say may have sounded like …
Oct 31, 2022
Inflation – and its implications – have been the story of the market in 2022… and with good reason. Even after the Federal Reserve aggressively increased the fed funds rate from 0.08% in February to 2.56% in September, inflation is …