Rithm Capital: Discount To Book, Yielding Over 8% And Could Appreciate With Rate Cuts

Group 1 - Big tech companies are dominating headlines as capital is increasingly directed towards developing A.I. infrastructure [1] - There is a focus on identifying underappreciated market areas that present opportunities for growth and dividend income [1] - The strategy emphasizes creating a portfolio that prioritizes compounding dividend income and growth, with a structure aimed at achieving monthly dividend income through reinvestment and annual increases [1]