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The inflation dragon seems to be returning. This time the timing might coincide with a system-wide selloff (e.g., private credit risks, richly priced AI names, etc.). The question is where to park capital to protect portfolio cash flows from value erosion and potentially significant leg-down.

Though relatively flat for the fourth quarter, the Fund outperformed the -1.6% return of the Alerian Midstream Energy Select Index. MPLX's high yield and compelling dividend growth above many peers continue to attract investors in a choppy market. DT Midstream benefits from increasing power demand and despite recent macro events, the call on natural gas remains unchanged.

An overlooked opportunity is quietly delivering high current income and inflation-beating growth. I share an 8%+ yielding income machine with surprisingly strong growth. While other high-yield opportunities are wobbling in the current environment, this one may be built to endure.

Three income powerhouses are trading at very compelling valuations right now. Each offers attractive income with substantial upside potential. Here's why I'm overweighting them while the market is still giving them away at a discount.

A rare combination of yield, balance sheet strength, and growth hiding in plain sight. Why these income streams may be far more durable than the market assumes. The subtle advantage that could matter most over the next decade.

ILPT, PAGP, ASGN, CWT and DLTR stand out with attractive EV-to-EBITDA ratios and strong earnings outlooks.

High-earnings-yield value stocks CGAU, PAGP, ANGI and SKIL stand out as Trump-led trade threats and geopolitical risks keep markets volatile.