Forbes/Fridson Income Securities Investor
Investing NewsletterAbout
I am the chief investment officer of Lehmann, Livian, Fridson Advisors LLC and editor of Forbes/Fridson Income Securities Investor. I have written six books on finance and political economy. My work has appeared in Barron's, the Financial Times, and numerous professional
Jun 5, 2024
A Fine Month For Income Investors
Declining interest rates gave income investors strong returns in May. Dividend growth stocks didn’t match the S&P 500’s 4.96% total return, but held up better in the most recent bear market.
May 3, 2024
"Junk" Or "Safe Haven?"
April’s financial market returns were uniformly negative as hopes diminished for multiple Fed interest rate cuts this year.
Apr 3, 2024
Model Portfolios’ Long-Haul Lead
Income Securities Investor’s four model portfolios posted solidly positive returns in 1Q2024, even as rising interest rates produced a -1.64% return on the ICE BofA US...
Mar 5, 2024
Your Risk Appetite–Which Flavor?
Most of the historically most volatile income investment categories rallied in February, but not long-dated Treasuries.
Feb 5, 2024
A Surefire Prediction: Forecasts Will Be Wrong
Forecasters got the 2023 economy and markets wrong from start to finish.
About
I am the chief investment officer of Lehmann, Livian, Fridson Advisors LLC and editor of Forbes/Fridson Income Securities Investor. I have written six books on finance and political economy. My work has appeared in Barron's, the Financial Times, and numerous professional