I talk about the Federal Reserve often in these letters, and for good reasons. Fed policy has enormous influence on the economy. Yet the Fed has far more power in some areas than others.

Last week I noted the problems of sitting down with a blank screen and trying to figure out what to write. This week I have the opposite problem: I have well over 20 important research notes from ...

Clearly, there must be a typo in that headline. I’m the one who is always preaching about getting the yield you deserve. So, why would I even consider buying a company that can’t keep its payouts ...

"No man who owns his own house and lot can be a Communist. He has too much to do." — William Levitt, developer of Levittown, the first mass-produced American suburb Google searches for "can I afford a ...

I have a lot of short conversations about dividend stocks. They go something like this: “Oh, your specialty is dividend stocks? What do you think about XYZ?” ...

Before we get to this week’s interview, I want to mention an important resource from our friend Dr. Lacy Hunt. Dr. Hunt is Executive Vice President and Chief Economist of Hoisington Investment ...

“…what I learned is whatever successes I had in life had to do more with how I dealt with what I didn’t know than what I know… “…the reason I did that ...

Like people, institutions of all kinds get old. Some age less than gracefully. They become set in their ways, fixating on the past and ignoring new conditions. But because they’re “institutions,” ...

One of the things I’ve learned after more than two decades of SIC is that the conference doesn’t really end when the final session wraps up. In some ways, that’s when the real work begins. It’s ...

"Violent revolutions do not so much redistribute wealth as destroy it... The only real revolution is in the enlightenment of the mind and the improvement of character." — Will Durant, The Lessons of ...

The Social Security Administration recently gave us their annual report with a few blockbuster footnotes. We all know that Social Security as it is currently constructed will run out of money in the ...