The Treasury sells $58 billion of 3-year notes at 1 ET. A short essay on the other side of the same question.
Sep 8, 2026
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8 min read
Johnson & Johnson and Southern Company payments hit brokerage accounts on the first tape after Labor Day. Both amounts were locked in mid-July.
Six declared checks land across a four-session week. Everything about them was decided in July. What Monday actually leaves a holder is a setting to double-check.
Sep 7, 2026
Cole's note: what actually earns a place in a hold-forever seat
A payment landing in an account looks like the end of something. It is where a decision gets made.
Sep 6, 2026
Six declared payments land in a four-session week. Not one watchlist name goes ex-dividend in it.
The 2027 Social Security COLA sits in an unusual arrangement — the government check, the bond side, and the dividend side all pointing up together.
Sep 3, 2026
Rates step up the calendar in small pieces. A move like this week's is worth reading, not reacting to.
TLT's forward yield sits above SCHD's — the ledger, and what Friday's print might do to it.
Sep 1, 2026
Four sessions, one calendar to work — and the ten-year touched 4.75% intraday Monday.
Four checks land this month, and the reinvestment question is quietly in the background.
Aug 31, 2026
A shortened work week, a payables schedule that landed months ago, and the plain reading for a diversified holder.
A look at Monday through Friday for anyone who holds for the payment.
Aug 29, 2026
The week through Thursday's close, read from the income side of the book.
7 min read
Three ways to build an income sleeve — and why it's rarely a choice.
Aug 28, 2026
The speech is on the calendar. The income sleeve mostly isn't.
Cole's note: what a Treasury buyback actually does to a bond ladder
Aug 25, 2026
Cole's note: what tomorrow's Nvidia print means if you already own the index
Four watchlist names cross ex-date between now and Friday, and a payment stream that has been running for decades.
Aug 24, 2026
MMM went ex-dividend today at 78 cents — the fourth quarter in a row at that exact amount.
Prudential goes ex on Tuesday, NextEra on Friday. Neither is news, and that is rather the point.
Aug 23, 2026
Four watchlist companies raised their dividend this quarter. The largest raise was twelve cents.
9 min read
Four watchlist names go ex-dividend between Monday and Friday. The money arrives across eight days in September.
Aug 22, 2026
Four watchlist names went ex-dividend between Monday and Wednesday, and every one of those payments was set weeks ago.
A plain sixty-forty, twelve months later. Where the drift lands, and what a rebalance actually does.
Aug 21, 2026
