The Globe and Mail reports in its Saturday edition that the U.S. stock market has lost touch with reality. The Globe's Ian McGugan writes that over the past couple of weeks, investors have seen strong indications that the U.S. economy is slowing. Yet Wall Street keeps motoring along, despite the slowing economy and despite worries over how the White House might try to censor future data releases. The bulls' latest argument is that an economic slowdown could actually be good news because it might prompt the Federal Reserve to cut interest rates. Maybe. The prospects for strong returns from U.S. stocks over the next few years are looking increasingly dubious. The driving force in recent months has been the swelling enthusiasm around artificial intelligence. Rather than chasing AI players like Alphabet, Meta Platforms and Microsoft, investors might focus on Canada's strong dividend payers. Veritas Investment Research recently published its always interesting Report on Dividends. Among the yield plays they like are a pair of power producers -- Canadian Utilities and Fortis -- as well as Canadian Utilities' parent Atco. These companies could enjoy an extra boost from galloping demand for generating capacity.