For decades, U.S. government bonds have been viewed as the ultimate safe asset—a trusted refuge during times of global uncertainty. Investors have long turned to Treasuries confident that, regardless of the headlines, U.S. fixed income markets would remain stable and dependable. That long-held assumption was tested earlier this month. The yield on the benchmark 10-year Treasury surged from 4.0% to 4.5% within a week—the sharpest move in more than two decades. Importantly, this was not driven by strong economic growth or inflation fears, but by a broader reassessment of U.S. sovereign risk amid newly announced U.S. trade policies. The implications…

Hidden value is difficult to find. Today’s markets are noisy, fast, and increasingly distorted, driven by passive capital flows, artificially manipulated rates, and constantly shifting narratives. In an environment where comfort often masquerades as strategy, many investors pile into mega-cap tech, private credit, or the latest thematic ETF, chasing yesterday’s winners. Few still do the hard work of seeking the truth and finding assets that are mispriced, not by machines but by human emotion, neglect, and misunderstanding. Dave Iben, Chief Investment Officer and Founder of Kopernik Global Investors, has spent decades navigating precisely this terrain. His approach is grounded in…

The board of directors of ONEOK today declared a quarterly dividend of $1.03 per share, unchanged from the previous quarter, resulting in an annualized dividend of $4.12 per share. The dividend is payable May 15, 2025, to shareholders of record at the close of business May 5, 2025. 10 Oversold Dividend Stocks » The Board of Directors of Charles Schwab declared a regular quarterly cash dividend of $0.27 per common share. The dividend is payable May 23, 2025 to stockholders of record as of the close of business on May 9, 2025. The Gilead Sciences Board declared a quarterly dividend…

Key News Asian equities were mixed overnight as India and Malaysia outperformed while Pakistan and Mainland China (Shenzhen) underperformed. It was a relatively quiet night as value outperformed growth in China. Internet stocks were mostly lower except for Meituan, a significant recipient of Southbound Connect buying by Mainland investors. China’s Politburo meetings have so far resulted in little new stimulus measures to move markets, though we expect more clarity in the coming days and we know that the meetings have been highly economy-focused. However, there are indications of a potential cut to the reserve requirement ratio (RRR), when the time…

As tariffs have been implemented and then adjusted it will take weeks for official economic data to fully capture the impact of tariffs on economic activity. That’s in part due to reporting lags in official economic data and because supply chains themselves take time. For example shipping freight by sea from China to the U.S. east coast can take several weeks. Plus for imported goods to then be sold or used can take longer still. However, various data is starting to gauge the impact of tariffs. The general trend is one of business pessimism with some pulling forward of consumer…

One of my favorite tools for picking stocks is a paradigm I call Old Faithful, named after the geyser in Yellowstone Park. This paradigm fizzled last year, but has an outstanding long-term record. To appear on the Old Faithful list, a stock must: Post good profits (15% return on equity). Have debt under control (debt less than stockholders’ equity). Be cheap (no more than 15 times earnings and two times book value). Show decent earnings growth (averaging at least 10% a year for the past five years). Drawn from the Old Faithful screen, here are four stocks I feel optimistic…

The health care sector has declined by 0.18% in 2025. This is better than the S&P 500’s drop of 6.06%. The Health Care Select Sector SPDR Fund (XLV) is graphed below. Looking within the sector is instructive. Market sentiment and breadth in the sector are at lows only seen during excessive selling. Short-term, the percentage of healthcare stocks exceeding their lower Bollinger Band suggests a near-term low. There is also insider buying, a positive signal that is not showing up in other sectors. The graphs tell us more. We see that relative strength has been rising since September. This is…

UK companies delivered fewer cash payouts in the first quarter versus a year earlier, though the level of dividends was higher than analysts’ forecasts. Total dividends dropped 4.6% between January and March to £14 billion, according to Computershare. The financial services provider said that while the headline figure “looks disappointing,” it added that the decline “simply reflects lower one-off special dividends and a handful of large cuts rather than indicating broader weakness.” On an underlying basis, which strips out the impact of special cash rewards but reflects currency effects, fell 0.2% year on year to £13.6 billion. They had been…

If you are thinking of working with a qualified financial advisor or planner, there are a few different ways the relationship can look. With those different methods come different availability of investment vehicles, care standards, and outputs. Here are some of the ways you can engage with a qualified financial advisor and how to figure out which method is going to make most sense for you. Note On Licensing Please note that when I mention financial advisors, that is a broad term. It doesn’t speak to any specific level of licensing. People with no licenses or just an insurance license…

Investors, in an era where volatility whiplashes portfolios and headlines, are increasingly uncertain about which compasses to trust. Macro fears, rate hikes, geopolitical tension, inflation, and AI disruption have reshaped risk perceptions and left many fund allocators sitting on cash, waiting for clarity. That’s why this Forbes series speaks directly to the decision-makers managing real capital through real chaos. This time it’s growth investing. In this second installment, I sat down with David Souccar and Rob Hansen of Vontobel, a firm synonymous with quality growth investing. Unlike many chasing speculative stories, Vontobel’s discipline is rooted in predictable businesses, durable moats,…