CA - 2 Deep Value Dividend Stocks Hiding In Plain Sight
2025-07-18 07:30:00 ET
Introduction
To me, it feels like I have never written more "Big Picture" articles about market-moving developments than this year. This may be partially because it's such an unusual year, as we are dealing with a wide mix of factors, including:
- Almost daily tariff/trade war headlines.
- The ongoing war in Ukraine, Israel, and new geopolitical risks in Asia.
- Artificial intelligence companies continue to benefit from rapid innovation.
- Loosening financial conditions despite no rate cuts.
- The market's lofty valuation pressures the risk/reward.
- An elevated term premium on U.S. government debt.
- No clear path toward a lower government budget deficit.
- Will Verstappen sign an F1 contract with Mercedes-AMG?