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This “Boring” Ticker Doubled 4 Times in 30 Days |
Forget Nvidia. Forget crypto. Forget the Mag 7. |
One millionaire trader has been targeting the same overlooked ticker over and over again. |
And in one 30-day stretch, it produced opportunities for: |
100% in a day. 100% overnight. 100% in 3 days. 114% in 3 days. |
He calls it the “Single Stock Income Plan.” |
Now he’s revealing the ticker — plus the $1.8 million AI system he uses to target these trades. |
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⚖️ When the bond side pays more than the dividend side |
The ten-year settled near 4.72% Monday, TLT's forward yield sits at 4.73%, and SCHD is at 3.00%. That is a rare stretch. |
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🌙 TONIGHT'S NUMBERS |
4.72% Where the ten-year Treasury settled Monday — its highest close since January 2025. |
4.73% TLT's forward yield — the long-dated Treasury ETF, roughly matching the ten-year today. |
3.00% SCHD's forward yield — the plain dividend ETF a lot of retirees benchmark against. |
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The ten-year Treasury touched 4.75% intraday Monday, its highest print since January 2025, before settling near 4.72% at the close. TLT, the long-dated Treasury ETF, now shows a forward yield around 4.73%. SCHD, the dividend ETF a lot of ordinary income holders benchmark against, sits at a forward 3.00%. That gap has been there before, and it has been wider before, but it has not been quite this pronounced in a stretch since 2023. The bond side of an income sleeve is meaningfully out-yielding the dividend side, in cash terms, tonight. |
The Fed's September meeting is two weeks out, and Friday's August payrolls report is the last major data point before it. Consensus is running around 130,000 jobs added, and the ten-year has been pricing in something in that neighborhood — a lower print would pull yields down and a stronger print would extend the recent drift up. Neither is a market call, and neither would be dramatic in isolation. What it does mean is that the ten-year sits at a level where a fresh coupon lands at a rate a retiree can reasonably build a ladder around, and where reinvesting a maturing bond does not force a compromise on the income that ladder was meant to produce. |
The practical answer is not to pick one side of the ledger. It is to know the proportion. A diversified income sleeve at these levels can hold Treasuries near 4.7%, dividend equities at roughly a 3% yield with the raise cadence intact, and a cash reserve that is finally paying a real coupon on its own. The Treasury side pays more cash today, the equity side grows the payment over the years, and the reserve keeps the household running while both do their work. A once-a-year check on the ratio is enough, and this is a fine week for it. |
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ADVERTISEMENT · BEHIND THE MARKETS |
Fifteen straight months of silver outflows from the London vault |
Vault stocks are a public record. Institutional silver in the LBMA-approved system has drawn down for fifteen months running, with a single-month record in December, into what a small research desk describes as a five-year supply deficit. One tiny miner sits in the middle of the next chapter. Institutional holdings and reserve estimates are as reported and may change; commodity and mining investments carry substantial risk, including possible loss of principal. |
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💵 INCOME WATCH |
Declared. Quiet on the declaration side — no fresh dividend declarations from the watchlist in the last 24 hours. |
Ex-dates ahead. McDonald's goes ex today at $1.86 a share, payable September 16. Dominion Energy goes ex Friday at $0.6675, payable September 20. PepsiCo also goes ex Friday, at $1.48, payable September 30. |
Yield check. The 10-year Treasury sits near 4.72% into today's ISM print (FRED). SCHD's forward yield is 3.00%, VYM is near 2.2%, and TLT's forward is 4.73%. The Treasury side is out-yielding the dividend side in cash terms. |
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One watchlist name deserves its own paragraph tonight. |
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🧾 THE STEADY · VZ |
Verizon has paid a dividend every quarter without interruption for as long as the current corporate structure has existed, and the record on file shows three consecutive years of raises — $0.665 through late 2024, $0.6775 through mid-2025, $0.69 through late 2025, and the current $0.7075 declared June 4 this year and payable August 3. The forward rate now runs $2.83 a share against a Monday close of $50.02, which puts the yield near 5.7% — meaningfully above the 10-year Treasury at 4.72% tonight. The payout ratio has drifted up to 73%, which is worth knowing about the raise cadence going forward: the room for large increases has been narrowing. The 52-week range is $38.39 to $51.68. It is a bond-proxy dividend name inside a portfolio built to hold names. |
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The calendar for Wednesday reads short and useful. |
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📅 TOMORROW'S CALENDAR |
8:15 ET — ADP private-payrolls report for August; the first hint at what Friday's Bureau print might look like. |
10:00 ET — JOLTS job openings for July; the demand side of the labor tape. |
Rest of the day — a quiet ride into ISM Services on Thursday and the August payrolls report Friday. |
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When the coupon side of the sleeve out-yields the dividend side, does that change what you add on the next new-cash contribution? Just reply, I read every one. |
— Randy Cole, Editor |
P.S. Good Morning Alerts covers the open before the open. Free, and short. See tomorrow's brief. (From Good Morning Alerts) |
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