Interest rates are topping out—and it’s finally time for us contrarians to get greedy. We’ll start with a group of funds throwing off double-digit yields and trading at big discounts. In fact, I’ll hand you a ticker that’s throwing off a 10% dividend—paid monthly— shortly. We’re buying bonds again today because interest rates are topping. And when rates fall, bond prices rise. It really is that simple. To see what I’m getting at, think back to last fall. Stocks and bonds were both hammered, putting a big dent in the idea that the vaunted 60/40 portfolio—a long-touted retirement mix of 60% stocks and 40% bonds—was safe.… Read more