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There have been a lot of interesting developments in the market over the past week, with the lower-than-expected inflation reading and resulting speculation over the Fed’s next move right near the top of the list.

As it stands now, the market is saying no more Fed rate hikes, and even that we’ll see two cuts by next July.

Frankly, that seems a bit aggressive.

A few years ago, (January 2006, actually) during my annual physical exam, my doctor gave me a stock tip. I knew that he was aware of what I do for a living, but we hadn’t ever talked about stocks or investing or anything other than how to get my cholesterol down. I was so surprised that I think my blood pressure actually spiked! But there my very own Primary Care Physician was, telling me about how a drug rep for a big company had dropped a name on him during a sales call.

In this month’s Dividend Digest, our contributors have recommended two commercial REITs.

Cabot Dividend Investor recommends a solid range of income-generating stocks with particular emphasis on risk, dividend safety and dividend growth.

And if you’re trying to build an entire country, the materials you need might just be prosaic steel and copper, and that brings me to my investment idea for the day. The company is Rio Tinto (RTP), the U.K. mining giant that sells billions of dollars worth of iron ore, copper, aluminum and other minerals every year. The company is growing fast because of demand from China and the rest of the developing world, and that growth is having some unexpected consequences.

The cynic might say that if the IRS just took a close look at the last 10 years’ tax returns of everybody in the Federal government it would scare up enough revenue to close the budget deficit by a few percentage points. Me, I’ll just repeat and elaborate on my main point. The tax laws are too complicated. Every new program, gained by earnest lobbying, that aims to fine-tune the system to benefit or penalize specific groups, only serves to make the whole process more complicated, and thus less efficient, for both the taxpayers and the overseers. And that helps nobody but the people employed in the tax industry.

We’re still playing the seesaw game in the markets—up, down, up, down, etc. I don’t see any need for excess worry; just a little caution that we buy the right stocks. I’m still very long-term bullish, and why not?

The economy continues to strengthen; 79% of the companies in the S&P 500 Index reported positive earnings surprises for the second quarter, and the third quarter looks even better; home building continues to be strong, although low inventory levels continue to pressure resales. Home prices appear to be stabilizing, and employment remains strong.

The soothsayers seem to think that the Fed will keep rates steady at its next meeting, and the probability of a recession has fallen to 16%. What’s not to like?

The consensus opinion right now is that the market is strong because it’s looking favorably on the prospects of a clear-cut winner in the upcoming presidential election and that the likelihood of another round of stimulus is going up.

My five picks are the stocks of U.S. companies; all of the picks pay dividends, and all are selling at bargain prices.

Answers to readers top questions about how to handle the recent correction.

After an awful September and third quarter, the market roared back earlier this week on bad economic news.

A bad manufacturing and employment report indicative of a declining economy sent Treasury yields lower and stocks higher. The reason is that the sooner the economy rolls over the sooner the Fed will be done hiking and the sooner the market will recover. If we can just get on with a recession, this high inflation and aggressive Fed misery will end, and a new bull market can begin.

With this morning’s first read of Q2 GDP coming in at -0.9% and marking the second consecutive quarter of negative growth (Q1 GDP was -1.6%), many are claiming (or soon will claim) the U.S. is in a recession.

Guest editor Carla Pasternak discussed a simple stragey to boost your dividend income.

More and more stocks are trading on their own merits as the focus on inflation and the Fed begins to wane. Here are 3 stocks that are already standing out.

One mutual fund uses the following four criteria to identify the best mid-cap stocks on the market. Here are five that meet the criteria now.

Three of our stocks reported fourth-quarter 2017 results this morning.

General Electric stock has been in a downward spiral for more than a year. An impending dividend cut is just more fuel to the dumpster fire.