1. The author highlights Blue Owl Capital (OWL) as their top investment pick for H2 2025, following Patria Investments (PAX); 2. OWL is positioned for 20%+ annual growth, offers a near 5% dividend yield, and potential multiple expansion, with a projected 3-4x return over five years; 3. The analysis emphasizes the author’s confidence in asset managers and aligns with their track record of high-yield investment strategies.

1. The author, a dividend investing advocate, outlines three reasons to avoid dividend stocks in H2 2025; 2. Highlights include market volatility, economic uncertainty, and shifting investor preferences; 3. Emphasizes caution and strategic portfolio adjustments for dividend-focused investors.

1. Citigroup's stock has risen 20% since January, prompting a downgrade to Hold due to diminished upside potential; 2. The bank must demonstrate sustained earnings growth and improved returns to justify higher valuations, despite trading at a discount; 3. Investors are advised to wait for a pullback or new catalysts, as Citi's current valuation hinges on proving long-term profitability amid weaker ROE and margins compared to peers.

1. Charles Schwab receives a Buy rating with a $111 price target due to resilient earnings and platform strength in a high-rate environment; 2. Key drivers include net interest income advantages, disciplined cost management, and core asset growth, leading to superior EPS growth and margins; 3. Valuation uses a risk-adjusted 22x forward P/E, balancing premium positioning with mean-reversion risks, while acknowledging potential risks like Fed rate cuts or deposit attrition.

1. The author increased their stake in Nebius during a short-lived dip, highlighting favorable terms of a $1B private placement with convertible notes trading at a 40% premium; 2. Institutional interest remains strong despite a 20% decline in 13F shares, while the CEO reaffirmed full-year revenue guidance and raised CapEx by $500M; 3. The author reiterates a strong buy rating but advises diversification to mitigate operational and geopolitical risks.

1. Recent Fed actions and economic data suggest significant risks of interest rate cuts, threatening BDC dividend sustainability; 2. Even strong BDCs like ARCC and BXSL face net investment income (NII) declines in a lower-rate environment; 3. The article recommends divesting two unnamed high-quality BDCs if investors expect rate cuts as a base case.

1. The article critiques traditional retirement strategies like the 60/40 portfolio and proposes a simplified two-investment approach for long-term stability. 2. It emphasizes owning a diversified stock index fund (e.g., SPY) and a high-yield asset (e.g., BIP, GLD) to balance growth and income. 3. The author, Samuel Smith, promotes his High Yield Investor service, highlighting his expertise and the strategy’s alignment with risk management and retirement security.

1. Three market sectors have surged recently, but underperformers exist within each; 2. The author argues these underperforming assets present a golden buying opportunity; 3. The article promotes a premium investment service offering exclusive portfolio ideas and research.

1. Owning proven dividend growth stocks is a strategy that has served well in market volatility; 2. Focus on a consumer staple, regulated utility, and industrial technology; 3. Dividend Kings are priced 16% to 20% below fair value estimates; 4. Each company has a strong investment-grade balance sheet; 5. The group offers nearly 3x the starting income of the S&P and 13% to 16% annual returns over the next few years.

1. The S&P 500 has seen significant volatility due to tariffs, falling sharply but rebounding after a tariff pause announcement. 2. The current PE ratio of the S&P 500 is high compared to the last 30 and 100 years, suggesting caution. 3. Earnings growth is crucial for the index, with a 6.8% annual growth rate expected to yield a 1.28x return at current levels. A potential 1.55x return could be achieved if invested at 4,400. 4. The recommendation is to use dollar-cost averaging to gradually increase exposure, but wait for a sharp pullback to 4,400 to reinvest.

1. Ray Dalio warns of a scenario far worse than a recession; 2. The article discusses strategies to protect dividend portfolios; 3. The author highlights real asset plays as potential safe havens.

1. The turbulence in the bond market likely activated the Trump Put and possibly the Fed Put; 2. The S&P500's Monday low is likely to hold until the labor market weakens; 3. The stock market is expected to remain volatile with upside risk until a clear indication of an imminent recession appears.

1. Market sentiment, technical indicators, and fundamental shifts suggest a significant downturn; 2. Global trade disruptions and US isolationist policies indicate a bearish outlook; 3. Despite bearish fundamentals, high VIX levels and backwardation in VIX futures term structure suggest potential for short-term rallies.

1. The article discusses the recent market volatility and the impact of Trump's tariff measures on the S&P 500 and Nasdaq. 2. It highlights the benefits of dividend investing during uncertain times, offering stability through steady income and lower volatility. 3. SA Quant selects five 'Strong Buy' dividend stocks with excellent factor grades and higher forward yields compared to the S&P 500.

1. The S&P 500 has declined to 19x forward earnings due to recession fears; 2. Recession fears are already priced in; 3. The author upgrades the index to a Buy at 5,1000 points.

1. The stock market remains volatile with significant declines across major indices and sectors; 2. Historical bear markets suggest potential for further declines before any recovery; 3. Defensive stocks are outperforming cyclicals, and there is a notable shift towards safer assets like bonds.

1. The author experienced their worst portfolio performance yet, dropping from a +7% return to -7%; 2. Despite the poor performance, the author remains confident and continues to look for buying opportunities; 3. The author focuses on acquiring quality stocks at discounted prices in volatile markets, aligning with long-term dividend growth goals.

1. Investing in Micron's cyclically volatile business can be challenging for individual investors; 2. Understanding Micron's historical earnings cyclicality is crucial to avoid overpaying for the stock; 3. The author shares their philosophy and purchasing strategy for Micron, which has been effective in the past; 4. Adjustments to the strategy have been made to increase flexibility for investors.

1. Bitcoin's recent divergence from stock market trends indicates a risk-off environment is not accurately reflected in its current price; 2. The current market downturn likely reflects changing fundamentals, not a buying opportunity; 3. Bitcoin's speculative nature and sensitivity to interest rates suggest a bearish medium-term outlook.

1. Apple's stock has dropped nearly 19% in 2025 due to concerns over rising tariffs on China; 2. Despite the stock's out-of-favor rating, the author believes the negative impact of tariffs is overblown; 3. The stock's valuation has become more compelling following the recent pullback.