Here's your weekly helping of interesting investing information and insights. Opinion If you've been watching BDCs lately, you saw the chaos last week. Blue Owl halted redemptions on one of their funds, basically telling retail investors "you're not getting your money back on a quarterly basis anymore." Why? Too many people wanted out at once and they couldn't keep up. So they sold $1.4 billion in loans to raise cash and pay investors back. The important part — they got 99.7 cents on the...
6 days ago • 3 min read
Here's your weekly helping of interesting investing information and insights. Opinion SCHD vs SCHG Have you seen what SCHD has done vs SCHG? It's up almost 25% since the calendar flipped to 2026! While SCHG is an ETF that bets on fast-growing tech companies and "the next big thing," SCHD is an ETF that focuses on steady, "old-school" companies that pay out cash to their shareholders every year.This massive flip is happening because investors are getting scared that AI will ruin many software...
13 days ago • 3 min read
Here's your weekly helping of interesting investing information and insights. Opinion Happy Super Bowl Sunday To Those Who Celebrate! 🏈 Can't invest directly in the NFL? No problem! I had my lead researcher work hard on finding the top dividend-paying stocks that let you profit from America's favorite sport: 1. 📺 Comcast (CMCSA) - 4.21% Yield The Super Bowl broadcaster! NBC airs the big game in 2026, 2029, and 2033. Sunday Night Football = #1 primetime show for 13 straight years. 17 years of...
20 days ago • 3 min read
Here's your weekly helping of interesting investing information and insights. Opinion This newsletter is late because I had an emergency work call and not a fashion emergency at Nordstrom Rack this morning when this little robot cooler named "Scott" rolls up across the street. It was loaded with food from Wild Fork and off it went down the snowy sidewalk. Obviously I looked it up. Serve Robotics (ticker: SERV) - spun out of Uber in 2021. They make robots that deliver food within a couple...
27 days ago • 3 min read
Here's your weekly helping of interesting investing information and insights. Opinion I recently hopped on The Deep End podcast with Ryne Williams and Ari Gutman and talked about "Cathedral Investing." Standing outside St. Paul’s in London last Spring, I had a revelation: the people who dug the foundation in 1087 knew they’d be dead long before the roof was finished. They were "Ghost Architects" building a masterpiece they’d never actually sit inside of. In investing, we’re doing the same...
about 1 month ago • 3 min read
Here's your weekly helping of interesting investing information and insights. Opinion Quick update on why I brought IDVO and DGRO into the Roth this week and sold 25% of SCHY to make room. SCHY is still my core international holding—great fund, 0.08% expense ratio, 131 quality holdings. But IDVO does covered calls on international stocks, pays out around 5% instead of 3.5% and has much faster dividend growth. The 0.66% expense ratio is a bit high, but in a Roth all the tax issues that come...
about 1 month ago • 3 min read
Here's your weekly helping of interesting investing information and insights. Opinion This week we hit a major milestone as our net worth crept past the $1,000,000 mark. That includes all assets like investments, savings, home equity and kids 529 college funds. We shared nine things that helped us achieve seven figures in a very quick VIDEO. What wasn't shared was that literally nothing changed in our lives from a month ago other than numbers on a screen. When I told my wife we were...
about 2 months ago • 3 min read
Here's your weekly helping of interesting investing information and insights. Opinion Everyone's losing their minds over the Venezuela situation, but here's where I'm at after doing a little digging: Venezuela supplies about 1% of the world's oil. The global market is oversupplied right now. Gas prices here in Illinois are at a 5-year low. So no, I'm not panicking about what this means for my wallet or my daily life. Will the capture of Maduro have consequences? Sure. Are those consequences...
about 2 months ago • 3 min read
Here's your weekly helping of interesting investing information and insights. What I'm Reading SCHD's Dividend Growth Formula Is Broken (For Now) SCHD used to crush other dividend funds, but it's been struggling lately—if you own it or are thinking about buying it, this article explains what went wrong and whether you should sell or buy more. Normally requires a paid SeekingAlpha subscription - I'm gifting you FREE access! Quote I'm Thinking About "Everything's amazing and nobody's happy." -...
2 months ago • 2 min read
Here's your weekly helping of interesting investing information and insights. What I'm Reading Uber: Headline Volatility Creates Chaos, But I'm Loading Up With Conviction Uber Technologies (UBER) stock dropped 12% on fears about self-driving cars from Waymo, owned by Alphapet (GOOGL) and Tesla (TSLA), but this analyst (and myself) think the market is overreacting and sees Uber rising 40% to $110 per share by 2026. Uber is partnering with multiple robotaxi companies instead of competing...
2 months ago • 3 min read