There is a quiet problem sitting inside most investment portfolios, and it has been there so long that people have stopped noticing it. It is the financial equivalent of a friend who keeps gaining weight at every dinner party but never gets mentioned because everyone is too polite. The problem is market cap weighting, and […]
4 Signs Your Portfolio is Suffering from “Market Cap Obesity” Read More »
There is a certain romance to the idea of catching dividends like fireflies in a jar. You swoop in before the ex dividend date, collect the payout, and leave before anyone notices. Dividend capture, as a strategy, promises something irresistible: income without commitment. In a bear market, when prices are falling and portfolios are bleeding,
Dividend Capture vs. Buy and Hold: Which Wins in a Bear Market? Read More »
There is a particular kind of investor who checks their brokerage account on dividend payment day the way a child checks under the pillow for the tooth fairy’s deposit. The money appears. It feels like a gift. It feels like the company reached into its vault, pulled out some cash, and handed it over as
The Mathematics of Why Dividends Are the Least Efficient Way to Get Paid Read More »
There’s a peculiar gap in American finance that most people never think about. Banks love lending to massive corporations because the deals are huge and the risks are calculable. Venture capitalists chase technology startups with dreams of hundred-fold returns. But what about the company that makes industrial fasteners in Ohio? The regional logistics firm in
The Middle-Market Medic: How BDCs Keep Main Street Breathing Read More »
You probably think the internet is free. You open your laptop, connect to WiFi, and suddenly have access to the entire world. No toll booths. No admission fees. Just pure, democratic access to information and entertainment. Except someone owns every inch of it. Every email you send travels through cables owned by someone. Every video
Digital Rent: How to “Own” the Internet Infrastructure Through Dividends Read More »