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Adding To Our High Yield Portfolio
Howdy Partner 👋
Nov 4
•
TJ Terwilliger
85
3
💸 Bonds Now Yield More Than Equities
Today is Dividend Day.
Nov 2
•
Compounding Dividends
119
3
2
October 2026
Cutting The Weeds and Watering The Flowers
Hi Partner 👋
Oct 31
•
TJ Terwilliger
90
1
Evaluating Every Stock in Our Portfolio
Hi Partner 👋
Oct 28
•
TJ Terwilliger
100
1
1
A Fresh Look at Our Dividend Portfolio
Hi Partner 👋
Oct 26
•
TJ Terwilliger
108
8
Best Buys October 2026
A new month, a new Best Buys List.
Oct 24
•
TJ Terwilliger
88
4
2
Buy-Hold-Sell List Update October 2026
👋 Howdy Partner,
Oct 21
•
TJ Terwilliger
64
3
💸 Financing the AI Buildout
Today is Dividend Day.
Oct 19
•
Compounding Dividends
100
5
Where Are We Now Part 6: How to Opt Out of the Bubble
Over the past five articles, we’ve taken a deep dive into the macro environment and the AI buildout.
Oct 17
•
TJ Terwilliger
77
6
1
Where Are We Now Part 5: The Illusion of Safety
We’ve looked at how the AI boom is keeping the market afloat, how it’s being financed, and some of the limitations it’s now hitting.
Oct 14
•
TJ Terwilliger
91
6
2
Where Are We Now Part 4: Cracks in the Foundation
We’ve talked about the potential issues with inflated demand, depreciation expenses, and circular financing.
Oct 12
•
TJ Terwilliger
95
2
Where Are We Now Part 3: Smoke, Mirrors, and Phantom Demand
In part 1 we talked about the increasing stress on the consumer, and how the broad index seems to be ignoring it.
Oct 10
•
TJ Terwilliger
110
3
2
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