The Dividend Cafe

Price Discovery and the Human Spirit

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In this week’s Dividend Cafe we will:

  1. Summarize this week’s action in the market, with a summary of the better-than-expected July jobs report
  • Look at the intense pursuit for a COVID vaccine and what that means for markets
  • Add a little detail and caveat to the current market rally, and big tech’s role within it!
  • Discuss what it will taken to energize midstream energy
  • Correct the record on Q2 GDP growth
  • Think through the growing tensions with China
  • Simulate the stimulus
  • Look under the hood of the current state of the economy (pretty extensively), covering manufacturing, auto sales, hotel traffic, restaurant traffic, and all the things …
  • Politics & Money – the polls are tightening, and we look at a long-held theory about predicting the Presidential winner …
  • Chart of the Week – our cup runneth over with optimism for dividend growth, thanks to present conditions, and past lessons

  • Links mentioned in this episode:

    DividendCafe.com
    TheBahnsenGroup.com

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    The Dividend CafeBy The Bahnsen Group
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