Investing IINsights (Weekly Email — Audio Edition): Mortgage rates up again, GDP revised down again, and PCE inflation is still yucky.

This week didn’t bring one massive headline—but the data is loud if you’re paying attention: borrowing costs are staying high, growth is cooling, and inflation isn’t cooperating… all while income and disposable income slip.

In this episode, we break down what the numbers actually suggest (and how they contradict the “everything is fine” narrative), then we move into dividend-focused action items and portfolio updates.

In this week’s Investing IINsights:

• Why rising mortgage rates can quietly crush confidence and spending (with lag effects)
• What the GDP revision says about consumer strength (or lack of it)
• PCE: prices up, income down, disposable income down — and why services inflation matters most
• Top 5 IINvestments going ex-dividend next week (including two we now own)
• Preferred shares vs common shares: why yield + entry price can change the whole equation
• Why payout ratios can mislead if you only look at earnings instead of cash flow
• Portfolio updates: adding a dividend grower, trimming risk, and reallocating into safety + dry powder
• The tradeoff we’re making on purpose: less income now, more portfolio stability in this environment

If you want a weekly filter for macro noise + practical dividend watchlist ideas + real portfolio decisions, this is the episode.

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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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