Antero Midstream

Inflation isn't just back, it's becoming policy. From skewed CPI data to deficit-driven dollar moves, we're entering a new and lasting macro era. The U.S. may now prefer higher inflation to fix its balance sheet and boost growth. That changes everything, including how we invest, where we invest, and why. I'm not overhauling my strategy. But I'm sharpening my focus on pricing power, hard assets, and income that's built for this new reality.» Mehr auf seekingalpha.com

Markets remained volatile in May 2025 amid ongoing trade tensions and mixed signals from Washington and Wall Street. While U.S.-China talks quietly resumed, tariffs persisted and business sentiment stayed cautious, contributing to investor uncertainty. May's investments added $111 in annual dividends, keeping me on track with my goal of $100+ monthly income growth and a 7.4% yield on cost.» Mehr auf seekingalpha.com

I've updated my investment framework to eliminate overlap, clarify pillars, and better guide my dividend growth investing strategy. The new model focuses on three pillars: company-specific factors, economic fundamentals, and external risks and opportunities. I prioritize leading economic indicators over lagging data like GDP, aiming to predict business cycles and buy cyclical stocks at opportune times.» Mehr auf seekingalpha.com