AI-driven electricity demand is exposing grid capacity constraints, reshaping utility investment, regulation, and long-term opportunities for income-focused investors. Read More

This month's video update looks at the market and economic news over the past month, as well as the performance of both portfolios, which once again outperformed all major indices. Read More

Hess Midstream is a new portfolio addition that offers a high-yield, fee-based income stream backed by Chevron, with steady cash flows and 5% distribution growth. Read More

This week brings your April 2026 best buys, along with market and portfolio updates. Read More

Utility sector M&A is accelerating in 2026 as rising demand, higher capital costs, and shifting policy drive consolidation—reshaping dividend safety and long-term income potential. Read More

This week's video update looks at the market and economic news over the past month, as well as the performance of both portfolios, which once again outperformed all major indices. Read More

This week we take a deep dive into Chevron, which has had a lot going on recently. Read More

This week I present the March 2026 Best Buys, market and portfolio updates, and miscellaneous portfolio news. I conclude with some thoughts on which portfolio holdings may be impacted by events in Iran. Read More

This week we do a deep dive into Q4 2025 earnings. Read More

This week's video update looks at the market and economic news over the past month, as well as the outstanding performance of both portfolios. Read More