Investing IINsights (Weekly Email — Audio Edition): Rates are climbing, supply chains are getting squeezed again, and earnings are revealing a K-shaped economy in real time.

This week’s headlines might feel quiet—but the downstream effects aren’t. We break down what higher Treasury yields and mortgage rates can mean for consumers and businesses, why geopolitical disruption can create months of supply-chain pressure, and how companies like Walmart and Target can reflect two completely different economic realities happening at the same time.

We also cover Nvidia’s latest earnings and what it suggests about where we actually are in the AI cycle (hint: “bubble behavior” doesn’t usually look like this).

Then we shift into the actionable section:

• Top 5 IINvestments going ex-dividend next week (including names we hold)
• A high-level look at preferreds vs common yield and what to watch
• Why payout ratios can be misleading if you only look at earnings (instead of cash flow)
• Quick hits on reliability vs volatility in dividend payers

Portfolio Updates (what we changed):

• Why we partially recouped our initial investment in a higher-risk position
• How we redeployed that money into lower-risk, high-yield ideas
• Why we exited a position due to potential fund closure risk
• Why we added to a “dry powder” holding—even though it lowers income

This is not financial advice—it’s our weekly framework for thinking clearly: zoom out, look at the real signals, and make disciplined moves without hype.

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Questions? Email Tim at [email protected]

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DISCLAIMER Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

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