5 Stocks I'm Buying As The Economy Slumps Toward Stagflation

(23min)

Summary

  • The Fed held rates steady and now projects only two cuts this year, with slower GDP growth and higher inflation expected in 2025-2026.
  • Tariffs remain a net economic negative, with most of their inflationary and growth-dampening effects still ahead of us.
  • AI and Big Tech capital expenditures are driving resilient U.S. GDP growth, offsetting broader economic fragility and tariff headwinds.
  • Stock market valuations are elevated, but strong earnings growth—especially from Big Tech—may justify these levels, though mean reversion risks remain.
  • I offer some thoughts on my dividend growth stock buy list, as well as a few investment-grade preferred stocks on my radar.
  • Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More »

Stagflation

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I have to be honest with you.

There's no coherent throughline to the menagerie of topics that follow. Instead, this week's article is a veritable hydra of subject matters, each of which, I believe, is worthy of paying attention to.

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This article was written by

20.48K Followers

Austin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio income growth rather than total returns.

Austin is a contributing author for the investing group High Yield Landlord, one of the largest real estate investment communities on Seeking Alpha, with thousands of members. It offers exclusive research on the global REIT sector, multiple real money portfolios, an active chat room, and direct access to the analysts. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of NEE, BEP, CWEN.A, AMH, ELS, MAA, PSA, REXR, REXR.PR.C either through stock ownership, options, or other derivatives. 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.

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