The S&P 500 dividend yield has dropped to 1.08%, a historic low not seen since the 1800s, mainly due to rising stock prices rather than dividend cuts. This low yield means retirees relying on dividends for income face a significant shortfall, as their portfolios generate much less cash than expected. High valuations and concentration in tech giants that pay little or no dividends exacerbate the risk. Retirees should reassess their portfolios, calculate real income yields, and consider diversifying into income-focused assets or Treasuries to manage income needs and market volatility risks.
US Large-Cap earnings have accelerated significantly, with the S&P 500 posting 27.5% year-over-year earnings growth and beating analyst expectations by 16.3%. This strong performance is driven by AI-related gains in technology and robust consumer spe...
The S&P 500 is nearing 7,600, but upcoming mega-IPOs such as SpaceX, targeting a $1.75–$2 trillion valuation, and OpenAI, aiming for about $1 trillion, could temporarily disrupt momentum in tech stocks. SpaceX plans the largest IPO in history, debuti...
Since their strong performance pre-2020, high-yield REITs have underperformed due to the pandemic and rising interest rates. However, with the economy and corporate profits growing, demand for real estate is expected to increase, making REITs a promi...
The Federal Reserve has returned to operating profitability with a $1.3 billion gain, ending a streak of 12 consecutive quarters of losses since late 2022. These losses were primarily caused by an asset/liability mismatch from quantitative easing (QE...
SpaceX is set for a massive IPO with a valuation between $1.5 trillion and $1.75 trillion, but it does not meet key S&P 500 inclusion criteria such as profitability, public float, and trading history. Market strategist Jay Woods argues against changi...
