Today's Post - https://bahnsen.co/3Ui1J4z

Last weekend’s news was not a Lehman bankruptcy, a Silicon Valley depositor backstop, or a Credit Suisse acquisition.  It was not even driven by U.S. forces, let alone the usual cast of characters in the Fed, Treasury, or FDIC.  Rather, it was OPEC+ making an announcement of production cuts in oil.  It didn’t crash markets – in fact, it caused a big rally in the energy sector.  But it is a big deal, and it warrants its own special Dividend Cafe.

I would never dare spend a Dividend Cafe pontificating on where the price of oil is going.  I do not know, and neither does anyone who trades or tracks oil for a living.  Commodity prices are inherently unknowable, and oil is at the top of that list.  Getting premises right is no surefire way to the right conclusion, and that applies to oil prices in spades.

But what I will spend this Dividend Cafe doing is pleading with you to see the non-oil ramifications of this oil move.  And by “this oil move,” I really mean a lot more than “this” oil move – I mean an entire set of events and conditions that, taken together, represent a significant change in global geopolitics and, with that, investment implications.

So let’s jump into the Dividend Cafe and digest all that is happening.

Links mentioned in this episode: