All right, what's at stake here, Jeremy. We've got the NASDAQ and the S&P at record highs. Could this CPI report, could this shake the confidence that investors seem to have in this market.Well, we've been saying it's now becoming more about the jobs report than the inflation reports. We do think the inflation numbers are coming down. Uh, you know, we do our own measure of CPI.When we did it last month, it was almost 100 basis points below the actual number. Shows you that housing and shelter is like a very ...

Core Viewpoint - The Federal Reserve's decision to cut the enhanced supplementary leverage ratio is criticized for potentially leading banks to prioritize shareholder returns over lending to businesses and households [1][4]. Group 1: Regulatory Response - Senator Elizabeth Warren and 10 Democratic senators have requested more rigorous data and analysis from regulators to justify the Federal Reserve's proposal [2]. - Warren has directly communicated with the six largest global systemically important financial institutions regarding their planned dividend increases and share repurchase programs following this year's stress tests [3]. Group 2: Criticism of Bank Behavior - Warren and Senator Bernie Sanders argue that instead of increasing lending or lowering interest rates, banks like JPMorgan are rewarding shareholders and increasing executive compensation, which undermines financial stability and economic growth [4]. - The Bank Policy Institute's campaign in 2023 is highlighted as an effort to counteract proposals for higher capital requirements, which they claim would limit banks' ability to provide loans [4][5]. - Warren and Sanders assert that the rhetoric from big bank lobbyists suggesting lower capital requirements lead to more lending is misleading, supported by historical empirical evidence [5].

Retail traders have a new obsession. It's not crypto or meme stocks. It's dividends.The promise is big. Put your money into one of the many new dividend chasing ETFs that advertise yields higher than 50% and you can get payouts that will allow you to escape the 9-to-f5 hustle. But beneath the eye-catching payouts, investors are hit by smaller returns and big tax bills.The craze has sparked a network of YouTube channels, Discord servers, subreddits, and influencers promoting the latest hot retail trends. Wal ...

Group 1 - The company is characterized as having a low beta with high-growth potential and offers a 3% dividend yield, making it a favorite within the energy sector [1] - Although short-term appreciation may be limited due to a recent rally, the company is expected to perform well in the long term [1] - The analyst's investment research focuses on equities across the Americas, particularly in sectors such as utilities, consumer discretionary, consumer staples, REITs, and materials [1] Group 2 - The analyst employs a bottom-up approach to investment research, emphasizing discounted cash flow models, multiples, and dividends while considering broader market conditions [1] - The target investment horizon is primarily mid-term, ranging from 1 to 3 years [1]

RT Denitsa Tsekova (@denitsa_tsekova)Today's Big Take: The New American Hustle: Dividends Over Day JobsWhat was the stodgiest corner of investing has become the new hot thing with Gen Zers and beyond, hellbent on quitting and retiring early.With @VildanaHajric and @nathanielpopperhttps://t.co/o31kdini5b ...

Dividends — once the stodgiest corner of investing — have become the new hot thing with jaded Gen Zers hellbent on quitting and retiring early. Bloomberg's @denitsa_tsekova explains https://t.co/VqcrSXDPqq https://t.co/zB2WlTJzFY ...

Young investors dream of using a steady stream of dividends to escape the 9-to-5 doldrums https://t.co/glae4lg163 ...

Rate cuts and dividends, oh myPolymarket (@Polymarket):JUST IN: Trump announces the American people may receive a dividend paid via tariff revenue. ...

Group 1: Broadcom (AVGO) - Broadcom has quickly entered the AI race with a broad portfolio of technologies, reflecting a strong commitment to next-generation AI infrastructure [2][6] - The company currently offers a dividend yield of 0.8% annually, with a five-year annualized dividend growth rate of 13.3% [2] - Broadcom's free cash flow reached $6.4 billion, showing a 44% year-over-year growth, marking a quarterly record [5] - AI revenue for Broadcom was $4.4 billion, representing a 46% year-over-year increase, with expectations of $5.1 billion in AI sales for the upcoming quarter [8] Group 2: Vertiv (VRT) - Vertiv provides services for data centers and communication networks, focusing on power, cooling, and IT infrastructure solutions [10] - The current Zacks Consensus EPS estimate for Vertiv is $3.82, indicating a 35% year-over-year growth and a 15% increase over the past year [11] - Vertiv's shares yield a modest 0.1% annually, but the company is positioned as a strong growth and yield play [13] Group 3: Investment Outlook - Both Broadcom and Vertiv are identified as dividend-paying tech stocks that, while not high-yield, offer significant potential due to their AI offerings [15] - The bullish outlook for AI revenue in both companies presents an attractive opportunity for income-focused investors [15]

Group 1 - David A. Johnson is the founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company, with over 30 years of investment experience [1] - The company engages in a diverse range of investments including stocks, bonds, options, ETFs, REITs, real estate, closed-end funds, hedge funds, and private credit [1] - David holds a Master of Science (MS) Degree in Finance with a concentration in Investment Analysis from Boston University, a Certificate in Financial Planning, and an MBA from Fordham University [1]