Buy Yield

Dividend Stocks relative to the S&P 500 are starting to break out of a multi-year base.  This is a huge deal.

What does this tell us?  The market wants defense.  We can buy long term treasuries in Q1 and expect to outperform handsomely for the foreseeable future.  We can also buy high yielding stocks, but again it's not a given they'll provide great absolute return.

There's always a bull market somewhere.  This area has a great chance to be one this year.

Thanks for reading!