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No Jobs? No Problem For These 10% Monthly Dividends
Forbesยท2025-09-12 14:05

Group 1: Economic Trends - The integration of AI tools allows employers to grow without increasing headcount, leading to a "growth without headcount" revolution across the economy [3][4] - The US job market added only 22,000 new jobs in August and 107,000 over the last four months, falling short of the estimated 100,000 new jobs needed monthly to keep pace with population growth [3][4] Group 2: Business Impact - Small businesses are increasingly optimistic due to the efficiency brought by AI, as reflected in the Small Business Optimism Index reaching a five-month high [4] - Major companies like Microsoft and Amazon are also reducing their workforce while enhancing efficiency through AI, indicating a broader trend among large corporations [8][9] Group 3: Investment Opportunities - FS Credit Opportunities (FSCO) is benefiting from this shift, offering an 11% monthly dividend and a recent 5.1% dividend increase [5][6] - The Global X S&P 500 Covered Call ETF (XYLD) captures the automation-driven profitability boom with a 9.7% monthly dividend, showing strong annualized gains since its addition to the portfolio [10][11] Group 4: Treasury Market Dynamics - The US Treasury is engaging in bond buybacks to manage long-term interest rates, resulting in a decrease of the 10-year Treasury yield from 4.8% to 4% this year [12][14] - The iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) utilizes a covered call strategy to enhance bond yields, supported by the US Treasury's actions [15]