Dividend Developments
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Warsh Keeps Rate Hikes in Play
Warsh focused on inflation and left rate hikes in play, sharpening funding and borrower-earnings pressure across the Fly High universe.
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Markets Hold Steady Before Warsh Remarks
Treasury yields and oil are nearly steady before Kevin Warsh’s Jackson Hole speech, leaving rate policy as the next earnings and funding test.
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CSWC: ﹩0.64 Dividend Package Extends Through December
CSWC declared a ﹩0.58 regular dividend and ﹩0.06 supplemental dividend for the December 2026 quarter, maintaining its prior payout structure.
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Seven-Year Auction Holds Funding Pressure Firm
A higher seven-year Treasury auction yield keeps funding pressure visible, even as demand remained near its recent norm.
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Low Layoffs Meet a Growing Inventory Test
Low layoffs support borrower earnings, while rising inventories create a new working-capital and margin test before the Jackson Hole address.
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Fuel Inventories Tighten as Demand Softens
Gasoline and distillate stocks fell as petroleum demand trailed last year, tightening fuel cushions while activity signals softened.
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Inflation Holds Firm as Growth Slows
Firm July inflation and slower headline growth keep rate relief, borrower earnings and credit risk in focus.
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GECC: Proposed Venture Shift Would Lower Dividends
GECC says its proposed move into venture-backed equity would reduce investment income and dividends, subject to stockholder approval.
Featured Articles:
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The Hidden Dividend Treasure Inside Fly High Investing
Imagine discovering that your Fly High Investing portfolio contains a treasure chest you didn’t know was there. You can’t see it by looking at the dividend yield, and you won’t find it by simply comparing a company’s earnings with its dividend. You can’t even find it when our companies report earnings most of the time.…
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Who Really Moves the Stock Market and Why It Matters
If you asked most investors who moves the stock market, they’d probably say individual investors, mutual funds, pension funds, and large investment firms buying and selling stocks based on what they believe companies are worth. That answer would have been largely correct a few decades ago. Today, it isn’t. The stock market has quietly undergone…
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Fly High Investing vs. Wall Street
“Wall Street” is not one mind with one plan. It is an ecosystem of advisors, brokers, banks, asset managers, exchanges, analysts, insurers, and product sponsors. Each participant operates under a business model, and each business model creates incentives. An asset manager may earn more as assets under management grow. A broker may benefit from transactions…
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The Dividend Feedback Loop: When Falling Prices Create Explosive Income Growth
Most investors panic when stock prices fall. They see red on the screen, assume something is broken, and rush to sell before things “get worse.” But dividend investors who understand the relationship between stock prices and dividend payouts know something very different: sometimes a falling stock price isn’t a catastrophe at all. Sometimes it’s the…
