How are we feeling about the stock market, my fellow contrarian? More importantly, should we have an opinion on the market-at-large at all ? I don’t think so. Trump 2.0 will create a “market barbell” of big winners and sad losers. Let’s focus on the dividend payers that will be propelled higher—and step over the laggards. There are some dandy dividends ready to dart higher. Today they sit in the bargain bin thanks to investor reservations about the Federal Reserve. When Chairman Jay Powell took the stage in December, he delivered a sober discourse to investors: Don’t expect as many rate cuts as you were hoping for.… Read more