The Dividend Question

No One Can Ignore

in This Market

AI is reshaping the economy.

Inflation and debt won’t behave.

Most income portfolios weren’t built for

what’s coming next.

Dear Reader,

We’re living through a strange moment for investors.

On one side, the economy feels increasingly unstable.

Debt levels are exploding. Inflation refuses to ease. Global trade is fracturing. Political and policy shifts arrive faster — and with fewer guardrails — than at any point in recent memory.

On the other side, we’re witnessing the most powerful technological transformation in human history.

Artificial intelligence is compressing timelines, concentrating profits, and rewriting entire industries almost overnight. Companies worth trillions are emerging faster than anyone thought possible — while others quietly fall behind.

For income investors, this combination creates a problem most portfolios were never designed to solve.

Because when the world is both less stable and more opportunity-rich, the old income playbook starts to break down.

Why “Safe Income” Isn’t as Safe as It Looks

Most dividend strategies were built for a calmer environment.

They assume predictable growth, stable interest rates, orderly markets, and gradual change. In that world, holding familiar names and collecting steady dividends made sense.

But that’s not the world we’re in anymore.

Today, we face a more uncomfortable reality:

  • Some “safe” yields are being quietly eroded by inflation.

  • Others depend on balance sheets that look far less sturdy under higher borrowing costs.

  • And many popular dividends simply don’t pay well enough for the risk they now carry.

Nothing has to break for this to matter.

Returns don’t need to collapse.

Payouts don’t need to be cut.

Income can fall behind simply because the world changed — and the portfolio didn’t.

This Is the Trap Most Income Investors Fall Into

When markets become noisy and unpredictable, the natural instinct is to sit tight.

After all, most dividend investors aren’t trying to time every move. They value discipline, consistency, and reliability.

The danger is assuming that discipline means inaction.

In periods like this, the biggest mistakes aren’t dramatic — they’re quiet. They come from holding yesterday’s income strategy while the economic ground shifts underneath it.

That’s where opportunity cost creeps in.

That’s where risk gets mispriced.

That’s where “good enough” income slowly stops being enough.

A Different Way to Think About Dividend Income

Contrarian Income Report was built for environments like this.

Not to chase the latest trend.

Not to turn dividend investing into speculation.

But to identify where reliable yield still makes sense — and where it doesn’t — as conditions change.

Each month, we go beyond the headlines and popular narratives to focus on what actually matters right now:

  • Which dividends are being paid sustainably

  • Where risk is being over- or under-compensated

  • And how to position for income without assuming the world will conveniently settle down

That discipline matters more today than it did a few years ago.

That’s the backdrop against which Contrarian Income Report delivered some of its strongest income and total-return opportunities in 2025.

CIR Was Lit in 2025

Take a look at some of our winners in 2025…

One of our favorite business development companies (BDCs) pays a whopping 6.9% monthly dividend, delivered a 17.7% total return just since we added it to our portfolio in May:

This one also hiked its regular dividend and kicked out its usual special dividends as well.

Then there’s one of our favorite tech funds, which holds all the heavy hitters of the NASDAQ and uses a slick option strategy to cut its volatility. It jumped nearly 17% from our June 2025 buy call to the end of the year. It yields a sweet 7.9% today.

Try getting that kind of payout from Apple (AAPL) or Alphabet (GOOGL) shares bought on the open market!

And our S&P 500-focused covered-call fund returned nearly 22% for us in just 8 months last year. It pays a rich 9.5% now and, yes, rolls that hefty payout our way monthly, too!

To be clear, not every recommendation will move higher.

Markets fluctuate, and investing always involves risk.

But that’s precisely the point.

Results like these don’t come from chasing headlines or swinging for the fences. They come from positioning capital where it is best compensated — and avoiding where it isn’t.

That discipline mattered in 2025 — and it matters even more in an environment shaped by loose monetary policy, rapid technological change, and ongoing bouts of volatility driven by overdone fears.

How to Position Yourself Right Now

Given what’s happening in the world — and what you’ve just seen is possible with the right positioning — the real question becomes how to act without overreacting.

Chasing yield isn’t the answer.

Sitting still isn’t either.

The smart move is to follow a proven framework built specifically for environments like this.

That’s why, for a limited time, we are inviting you to restart Contrarian Income Report for just $39 — a full $60 off the regular renewal rate.

We typically reserve this introductory price for first-time subscribers only as a way of introducing them to the service.

But in times like these, where risk and opportunity are both elevated, making sure all of our readers have access to clear-headed decision-making matters.

This “welcome back” rate gives you full access to the Contrarian Income Report portfolio — including dividends up to 14.6% — and the proprietary framework I have developed to maximize income without taking on unnecessary risk.

No long-term obligation.

No pressure to stay if it no longer fits how you invest.

Just a rational way to respond to a market environment that’s anything but rational.

Simply click here to restart your Contrarian Income Report membership for $39.

That’s why a subscription to Contrarian Income Report is essential. And now that you can get back in for just $39 ($60.00 off our regular renewal rate), there’s simply no reason not to.

And of course, your subscription gives you access to all the perks of CIR membership, including our full library of new and updated FREE special reports, including:

The Fed-Proof Portfolio

Jerome Powell’s term as Fed Chair comes to an end in May, and President Trump’s nominee, Kevin Warsh, is certain to cut rates early and often. To make sure all of my readers are positioned on the winning side, I’ve created a new special report called The Fed-Proof Portfolio.

It reveals 5 of my top high-yielders built for the new rate era.

Here’s a glimpse at the first three:

  • A bond “anchor” that will directly benefit from a new Fed chief – and the falling rates almost certain to follow. This one throws off an 11.7% yield today, with its payout supported by lower rates and other “behind-the-scenes” Fed policy moves, too.

  • An equity yield kicker spinning stock market volatility into steady cash flow. This one pays 9%+ right now, deposited in your account every single month.

  • A real-asset hedge that’s the ultimate “toll collector” in the energy sector, handing us 8%+ income as the administration’s “drill, baby, drill” policies continue to drive up US production.

And that’s just the beginning. The full report reveals all five of my top buys for this new cycle—income machines handpicked to deliver safe, sustainable payouts no matter how the second year of Trump 2.0 ultimately plays out.

5 “All-Weather” Dividends Paying Up to 9.6%

As the title says, this report contains my 5 favorite high-yield stocks and funds to sustain and grow your income (and nest egg) through anything the economy throws at us.

They include:

  • A unique bond fund run by a savvy manager who’s smartly used the big dips in the bond market over the last five years to snap up bonds with high credit quality and big yields.

    That, plus a modest amount of leverage, is helping him deliver 9.6% payouts to this fund’s lucky shareholders.

  • A covered-call fund yielding 8.4% and trading at an 8% discount to NAV.

  • And a rock-steady 7.1% dividend whose managers have guided it to an astonishing 1,500% total return since inception.

Together, these 3 investments (plus 2 more covered in this report) give your retirement portfolio tremendous diversification, upside and the type of ongoing income that will withstand any future economic or geopolitical mayhem.

But of course, simply picking the right dividends isn’t enough—you also have to avoid the losers. Which is what your next report is designed to do.

The Dirty Dozen:

12 Dividend Stocks to Sell Now

Inside this newly updated Special Report, you’ll discover 12 ticking time bombs lurking in the stock market.

These are popular dividend plays that might seem like great investments but are highly likely to blow up and lose as much as 20% of their value as a result of inept management decisions, recent Fed moves or other outside factors.

If you hold any of these stocks, I urge you to dump them and move your cash into our high-yielding CIR picks instead. And you’ll need to do so now, before these losers have any chance of crushing your retirement dreams.

The Perfect Income Portfolio:

Safely 5X Your Income Today

This exclusive report—also newly updated for 2026—gives you all the details of what I call the “Perfect Income Portfolio.”

Step-by-step, I’ll show you exactly how to set up your portfolio for maximum income without taking on additional unnecessary risk.

And, if you follow the simple steps laid out, I’m confident you’ll be able to enjoy an income stream that far exceeds what most folks who buy the typical S&P 500 stock earn.

This report includes investments that have passed my strict due-diligence process—including one of the best ways I’ve ever seen to invest in utilities (which I’ve got pegged for further gains as rates fall and the data-center boom rolls on).

This fund pays a rich 7% today, holds some of the strongest power generators in the country and is cheap. But it won’t stay in the bargain bin for long as rates tilt lower, pulling more investors toward its healthy payout.

I’ll walk you through each recommendation, giving you a clear, concise and easy-to-understand breakdown of exactly why I see these as “perfect” income plays.

But that’s not all, because…

8%+ Dividends Are Just the Start

All of these reports come your way when you take advantage of this special “Welcome Back” invitation. Plus you also get all the other perks of a CIR membership you know well, including:

  • Full portfolio access. You’ll have immediate access to every pick I make, including my exact buy and sell recommendations and “buy-under” prices.

  • New income investing ideas and analysis of major market events delivered straight to your inbox every week.

  • Flash Alerts—with breaking news on our portfolio stocks. I’ll have an eye on all of them 24/7.

  • Monthly research bulletins—On the first Friday of each month, you’ll receive my latest research, including new portfolio additions, updates on existing positions and an overview of trends and events that may affect our holdings.

  • Members-only website—You’ll get access to a password-protected website where you can access all of our resources: current and past issues, the full portfolio and special bonus reports. Whenever you want to check on our recommendations, everything is there for you, day or night.

  • Quarterly Webinars—About every three months you can join me for a live, members-only webinar. We’ll run through what’s going on with our holdings and I’ll personally answer your questions.

  • VIP Customer Service—If you ever have questions about your subscription, you can email our team anytime, or call our New York office during regular business hours and receive a prompt reply.

    • And all of this comes your way at the $39 introductory price, which I’m making available to you today on a special one-time-only basis. That’s $60.00 less than regular subscribers must pay to renew their CIR membership.

    Our No-Risk “Welcome Back”
    60-Day Guarantee

    There’s one more piece to this offer you may be wondering about. When you first took your Contrarian Income Report subscription, you may recall that you did so on a 60-day no-risk trial basis.

    Well, that ironclad guarantee absolutely applies this time around, too. That means you have nearly 2 full months to invest in my latest recommendations, track their progress and get reacquainted with our full suite of CIR resources.

    If at any time within that span, you don’t feel CIR is right for you, no problem: Just contact my team and they’ll refund every cent you paid. No hard feelings. No questions asked.

    That’s it.

    All the bonus reports will be yours to keep. It’s just my way of saying thanks for taking me up on this special “Welcome Back” offer.

    So one last time …

    Here’s everything you get when you take advantage of this special “Welcome Back” offer to Contrarian Income Report today:

    • 12 monthly research bulletins

    • The full portfolio, with dividends up to 14.6%

    • Flash alerts

    • A 24/7 members-only website

    • Your full library of new and updated Special Reports, including:

      • Report #1: The Fed-Proof Portfolio: 5 High-Yield Buys for the New Rate Era

      • Report #2: 5 “All-Weather” Dividends Paying Up to 9.6%

      • Report #3: The Dirty Dozen: 12 Dividend Stocks to Sell Now

      • Report #4: The Perfect Income Portfolio: Safely 5X Your Income Today

    So you get a $60.00 membership discount, our full library of investment reports, weekly email updates and alerts and a 100% money-back guarantee.

    Click the button below to secure all of this for just $39.

    In the coming months, many investors will be hamstrung by fears of a rebound in inflation or more surprises out of Washington (or from beyond America’s borders), wondering when these threats will trigger the next selloff.

    But Contrarian Income Report readers and I will rest easy, snapping up safe, steady 8%+ dividends when the time is right.

    Are you going to join us?

    Yours in profits,

    Brett Owens

    Chief Investment Strategist

    Contrarian Income Report

    P.S. Remember, this “Welcome Back” offer lets you restart your subscription for $60 less than other subscribers must pay. AND you get full access to our complete Contrarian Income Report portfolio (with yields up to 14.6%), the full library of Special Reports and your 60-day no-risk money-back guarantee.

    This is by far the most generous offer you’ll find, and it won’t last long. Click here to restart your Contrarian Income Report membership now!

 

 

 

 

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