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No Need to Wait for Curve Inversions

An FT piece by John Authers made note that the defensive strategy of dividend investing isn’t working so well as yields have lifted.  I’ll show you a chart of what I’m looking at in a moment, but his piece has interesting insights that are worth your attention.   One is of the change in the composition of the S&P 500 in the context of index investing.  Dividend-plays tend to go with stocks that are lower quality within the S&P 500, and lower momentum as well, so are not in an economic sweet spot.  Further, and importantly, the dividend yield has edged below the 10-year creating a compelling competitive force. Read more from David Ader's latest musings...
No Need to Wait for Curve Inversions

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