845 episodes
The Dividend Cafe The Bahnsen Group
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- Business
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 of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press), and Full-Time: Work and the Meaning of Life (Post Hill Press).
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The Dividend Cafe Wednesday - May 8, 2024
A daily summary of key market data and economic nuggets. Reach out with questions anytime!
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
The Dividend Cafe Tuesday - May 7, 2024
A daily summary of key market data and economic nuggets. Reach out with questions anytime!
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
The Dividend Cafe Monday - May 6, 2024
Today's Post - https://bahnsen.co/44ut20E
The jobs report Friday was the talk of the town, with 175,000 new jobs being created in April, well below the 240,000 estimate. It was the government sector that most missed expectations, with the private sector representing 167,000 of the new jobs. The unemployment rate ticked up to 3.9%.
Wages were only up +0.1% on the month and are now up +3.9% year-over-year. There is a real irony in how this gets digested, because some say, “oh no, wage growth lower than we want is bad” and others say “yay, too much wage growth creates a wage-price inflation spiral so this is good to see as a disinflationary sign. I think both camps have it wrong.
29 million of the roughly 158 million people employed in the United States works for a S&P 500 company (18% or so). Some I have shared this with expressed surprise it wasn’t higher, and some were shocked it was so high. Data is in the eye of the beholder, I guess.
The bottom 50% of health care spenders account for a grand total of 3% of total health care costs (less than $390 per year). The top 5%, on the other hand, account for 51% of all health care spending.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
The Month of May is Here to Stay
Today's Post - https://bahnsen.co/4bjQ9x6
“Sell in May and go away” became an adage some people love to say in our business, and I really have no idea where it came from. Whenever people ask me if we follow that adage I reply the same as I do about any other “adage” – things that are made up to offer a cute rhyme may not necessarily be the best way to formulate an investment policy.
Some months markets go down. Some months really good investment plans see the holdings in a portfolio increase in price, and other times decrease in price, The investment plan is not better or worse in some months than the others – it is all part of the plan presumably put together.
Various calendar correlations, almanac tidbits, and nursery rhyme poetry are not investment strategies. They are actually not even good at understanding correlations, let alone causations, as most of these things on their own merits and claims are merely 50/50 propositions.
But what is a real investable philosophy is what you can find in the pages of Dividend Cafe. And for a discussion of all those things and more, we start … now …
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
The Dividend Cafe Thursday - May 2, 2024
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
The Dividend Cafe Wednesday - May 1, 2024
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com