The Dividend Cafe

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

I imagine it is quite likely that the bond market has seen its highs in bond yields for quite some time to come (across the whole yield curve). The 10-year sits at 3.5%, down from 4.21%, and I will be surprised if it gets back up to that level. Likewise, the short end sits at 4.5%, down from over 5%, and I don’t see it getting back there, either. If I am wrong, I am wrong, but I don’t think I am here.

China has bought $88 billion in oil, natural gas, and coal from Russia since the war began last year, up over $30 billion from the year prior and causing Russia to beat out Saudi Arabia as China’s leading supplier.

The government is evaluating how they can increase FDIC deposit insurance levels above $250,000 without getting Congressional approval.

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Today's Post - https://bahnsen.co/3LBs0Z8

For the second week in a row, I get to do hours upon hours of reading and writing over the weekend, only to have Sunday interventions make obsolete much of that reading and writing. Keep reading to understand more …

There is no question that the major story in markets right now is sort of the only story, and that is the day-to-day perceptions of the banking system at home and abroad. Last week the market was down a hundred points Monday but had been up +350 in the middle of the day. Then Tuesday was up +350 before Wednesday was down -280 (but had been down -700 points). Thursday was then up +375 points, and Friday was down -380 points. So all in, from beginning to end, the market was dead flat on the week. Yep. Dead flat but with substantial movement each and every day. And then, today, we were up +383 points, basically the exact same level as Friday’s downturn. THIS is the type of market where people have a chance to act truly, truly foolish. It is also a prime-time example of directionless volatility.

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Today's Post - https://bahnsen.co/42ftwpL

In this week’s Dividend Cafe, I again decided not to limit myself to one topic but to take the recent avalanche of questions we have received and go through them all, one by one, creating quite a “multi-topic” Dividend Cafe for you. I think you will find the questions intriguing, and I hope you will find the answers satisfying. From questions about student loans to the Fed to depositor insurance to how to select a wealth advisor, we have it all this week (and then some).

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Today's Post - https://bahnsen.co/3JHE8Wf

Brian Szytel here with you today reviewing continued market volatility with today’s 700-point swing, albeit today to the upside, surrounding ongoing stress in the financial sector, along with a significant list of new economic data points. I have a full agenda in today’s video podcast link below with updates on employment, manufacturing, interest rates, and a deep dive into what is unfolding in the banking sector and what it may mean for you.

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Today's Post - https://bahnsen.co/3leNG2y

This is Trevor Cummings, and I am sitting in for David Bahnsen to bring you DC Today.

There is a common idiom in the English language, “Wait until the dust settles.” This adage encourages one to be patient until they have more clarity. Investors crave clarity, and when things become too foggy or dusty, investor anxieties skyrocket. These anxieties surface as market volatility, which you are currently enduring.

At this stage, everyone is still sifting through the rubble of SVB to separate substance from hysteria. I want to encourage you to read David Bahnsen’s special Silicon Valley Bank Dividend Cafe, which was published Monday. Our intent here at The Bahnsen Group is to keep you informed and guide you through the dust. David will even be writing a Dividend Cafe piece on Friday dedicated to the plethora of questions we’ve received this week – you won’t want to miss that.

With that said, let’s talk about what happened around the markets today…

TheDCToday.com

Today's Post - https://bahnsen.co/3Td4dAJ

ASK DAVID

~ Dave

That is certainly a concern, yes – that even with FDIC protection and solvency issues addressed, the smaller banks may be forced to really punish their own margins with punitive levels of interest paid on deposits. I personally believe the next few days are critical to getting a feel for what the aftermath will mean for regional and small banks. I expect there may be a better answer for “super regionals” and a worse answer for “community/small” banks, but both customer sentiment and policy ramifications are still in the TBD phase.

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Today's Blogpost - https://bahnsen.co/3mQzT2N

There is really only one story in financial markets right now, and that is the collapse of the Silicon Valley Bank and various ramifications from that. We sent a special Dividend Cafe on all of that and more this morning!!! If all you do is read one thing, read that.

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Today's Blogpost - https://bahnsen.co/3mK2RRS

Today we are going to talk about something no one else seems to be talking about, and that may be one of the worst things imaginable for financial media ratings if it ever gets out. It is not controversial. It is, to me, somewhat obvious. But it is highly counter-cultural, and as I say, for many, it is highly problematic.

Jump on into the Dividend Cafe!

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Today's Blogpost - https://bahnsen.co/3YGi43n

A big market sell-off again now means the market has gone up 1,000 points and down 1,000 points in the last nine days. And Happy Anniversary (14 years ago today) to the generational market bottom in 2009 out of the Great Financial Crisis!

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Today's post: https://bahnsen.co/3SXObdT

Key Economic Points of the Day:

ADP reported 242,000 private sector jobs created in February. The correlation between the ADP and BLS numbers each month has not been very tight for a while now.

ASK DAVID

~ Jack B.

I’ve said this countless times – that though the progressive’s motives are to pin the blame for inflation on “capitalist greed” (the most preposterous theory imaginable), the right’s agenda here will leave them regretting it when economic opponents are the ones making the case that, no, people having jobs is NOT inflationary.

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