The Dividend Cafe

By The Bahnsen GroupBusiness Investing

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The Dividend Cafe episodes

August 27, 2020 Covid and Markets - Thursday August 27
21 min
August 25, 2020 Covid and Markets - Tuesday August 25
The market dropped 60 points today but the S&P and Nasdaq were both up. It was a pretty mixed day across sectors and market categories.
I am going to write more about it in Friday’s Dividend Cafe but the news today that Secretary Mnuchin and Trade Representative Robert Lighthizer spoke with Chinese Vice Premier Liu He yesterday, and that all commitments of the phase one trade accord were reaffirmed, is substantial (at least for now in containing potential tail risk).
One of the advantages in this new schedule to my missives is that it gives me the chance to better broaden the scope (not ignoring the other categories besides COVID health data). Today we cover all the bases, and they are worth your read.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
20 min
August 25, 2020 Covid and Markets - Tuesday August 25
20 min
August 24, 2020 Replay - National Conference Call on Market Outlook August 24, 2020
Up to date information regarding Covid and Markets with a focus on the impact of the pending elections and Federal Reserve guidance.
With David L. Bahnsen and Scott Gamm.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
46 min
August 24, 2020 Replay - National Conference Call on Market Outlook August 24, 2020
46 min
August 21, 2020 We're All Ideologues Now
This week we look at …
• The week that was in the market (and get ready for the final week of August ahead)
• Really, truly unpack why dividend growth investing is so important, and why the dividend itself is such a small part of that, and yet such a big part of it
• The deflationary nature of debt, and how all that works … A special feature!
• Valuations in the stock market, here, and in third world countries
• China. Enough said.
• The state of the economy (as we do every week)
• Politics and Money (as we also do every week, even when it hurts)
• … and so much more
With our thinking caps on, let’s jump in to the Dividend Cafe!
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
26 min
August 21, 2020 We're All Ideologues Now
26 min
August 20, 2020 Daily Covid and Markets - Thursday August 20
The market was up ~50 points today with the S&P and Nasdaq up higher than the Dow on a percentage basis. Markets had been down last night in very late night futures ~200 points, allegedly on Fed comments regarding yield curve control (please). Then markets evened up, allegedly on reports that China trade talks were re-scheduled (please). Then markets dropped a bit after the weekly jobless claims came in worse than expected (maybe). And by the end of the trading day, markets had grinded out an up day, and big tech led the way.
The weekly jobless claims number came in at 1.1 million, far higher than the 960k we got down to last week and the 925k expected this week. Continuing claims, though, declined by another 636,000 though, bringing that number below 15 million.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
14 min
August 20, 2020 Daily Covid and Markets - Thursday August 20
14 min
August 18, 2020 Daily Covid and Markets - Tuesday August 18
The market was down about 65 points today, but the S&P and the Nasdaq were up, and in fact, the S&P closed at a new all-time high today.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
17 min

About The Dividend Cafe

From the publisher's feed

The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts…