Retire Rich, Stay Rich - 2 Yield Giants That Power Through Anything

May 13, 2025 7:30 AM ETET, BIPC, BIPC:CA108 Comments
(17min)

Summary

  • Earnings expectations are falling fast, and Apollo's macro outlook strongly supports my "higher for longer" thesis on rates and inflation risks.
  • Deglobalization and tariffs are reshaping trade flows, pushing inflation expectations up in the U.S. while putting deflationary pressure on other regions.
  • In this climate, I highlight two high-yield stocks with pricing power, safe business models, and strong income, a great defense against sticky inflation.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More »
Unlocked steel safe with dollar banknote packs inside.

Bet_Noire

Introduction

Although new developments in trade talks with China have been very successful, so far, the only thing that 'Liberation Day' has achieved is liberating the S&P 500 of high earnings expectations, as the chart below shows.

I'm not being

Test Drive iREIT© on Alpha For FREE (for 2 Weeks)

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial.

And this offer includes a 2-Week FREE TRIAL plus Brad Thomas' FREE book.

This article was written by

42.27K Followers

Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

Related Stocks

SymbolLast Price% Chg
ET--
Energy Transfer LP Common Units
BIPC--
Brookfield Infrastructure Corporation
BIPC:CA--
Brookfield Infrastructure Corporation

Related Analysis