2Q26 Midstream/MLP Buybacks: Momentum Continues

Quarterly equity repurchases for midstream MLPs and corporations remained healthy in 2Q26, keeping pace with first-quarter levels. Cheniere Energy (LNG) spent $550 million on buybacks, and familiar players also used the…

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The Bottlenecks of the Nuclear Fuel & Supply Chain

While there is no shortage of demand from the nuclear renaissance, the rate of deploying new reactors will be determined by the capacity of the supply chain. Expanding capacity for supply chain bottlenecks, such as pump…

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VanEck’s Top 10 Income ETFs Ranked by ETF Yields

Many investors need more than traditional bonds can deliver. VanEck provides access to a range of higher-yielding asset classes built for today’s income environment. Key Takeaways With a 13.46% yield, MORT provides broa…

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Reader Mailbag: More Payouts Every Year

Two weeks ago, Robert left a comment that asked me to name my five favorite dividend stocks that pay monthly. I can easily rattle off my five favorite dividend stocks right now, but none of them pay out monthly.

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Income ETF GPIQ Adds $2.5 Billion in YTD Flows

As investor interest in income ETFs continues to surge, asset managers have increasingly innovated to meet the demand. The market has expanded beyond traditional bond-focused offerings to include a variety of derivative…

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Retail Sales Fall Unexpectedly in July

U.S. headline retail sales fell unexpectedly in July, down 0.6% to $763.6B in July, while core retail sales fell unexpectedly by 0.3%. Key Takeaways Headline retail sales fell unexpectedly in July, down 0.6% to $763.6 b…

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SPY Leads Inflows for Week Ended Aug. 13

The week ended August 13 saw nearly $50 billion in net inflows to the ETF space. Unsurprisingly, equity ETFs received the lion’s share of the new dollars. They pulled in nearly $31 billion, with $23 billion of that goin…

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Risk Management Is Real Diversification

For decades, the investment industry has promoted diversification as the answer to risk. Own stocks. Own bonds. Add a few additional asset classes. Rebalance periodically. The assumption was simple: different investment…

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