300 episodios

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) and The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press).

The Dividend Cafe The Bahnsen Group

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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) and The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press).

    Politics Fourth: Getting our Priorities Straight

    Politics Fourth: Getting our Priorities Straight

    • The big unknown of corporate profits in the here and now and future
    • Impact of perpetual quasi-COVID lockdowns
    • The ambiguity of the present economic condition
    • Operation Magnify
    • Why financial services are under-valued, but not for the reason many think
    • A sober assessment of the state of stock buybacks
    • Why corporate bond yields matter so much to stocks, and everything else
    • Night trading more important than day trading?
    • Politics and Money: A new poll you haven’t seen in the news
    • Chart of the Week:

    Links mentioned in this episode:
    DividendCafe.com
    TheBahnsenGroup.com

    • 19 min
    Covid and Markets - Thursday September 17

    Covid and Markets - Thursday September 17

    The market dropped 130 points today (Dow). Futures were down 300 when I woke up this morning and the market opened down 300, then actually went up on the day, then fell over 300 again, then zigged and zagged into the close before closing down 130 (-0.47%). The Nasdaq was down 1.25%, and it remains off right around 10% from its high.

    The weekly jobless claims came in at 860,000, as expected, but continuing claims dropped by almost a million, landing at 12.6 million (now half of that 25 million high we had early on).

    There is a lot today – from Housing to the Fed to policy to oil – the way I like these missives to go – but starting off with all the COVID news that is fit to print …

    Links mentioned in this episode:
    DividendCafe.com
    TheBahnsenGroup.com

    • 13 min
    Covid and Markets - Tuesday September 15

    Covid and Markets - Tuesday September 15

    COVID Health Information
    • The seven-day average of 34.7k new daily cases is down 48.4% from the July 22 peak.

    • The BioNTech/Pfizer vaccine project has said they believe it is “likely” their vaccine will be distributable before the end of the year. They obviously cannot predict what the FDA approval process will look like but there seems to be a lot of confidence in the direction of their vaccine trials. They recently expanded their trial pool from 30,000 to 44,000.

    • Madrid’s hospitalizations through the so-called “second wave” of Spain are 1/7th (14%) that of what they were in the spring. I hate being so redundant with you but often the news itself is redundant. The cases are less severe, the people are healthier, the treatments are better, and so forth and so on

    • New cases in Denmark have tripled, whereas in Sweden they have barely moved. As for what could possibly be causing this dynamic, I guess I would refer you to:all the media reports covering this prior issues of COVID & Markets.

    • JP Morgan has determined that productivity does, indeed, fall for employees working from home. In other news, I have determined that the sun is hot.

    • The University of Pittsburgh School of Medicine has a promising development you may want to read more about.

    Links mentioned in this episode:
    DividendCafe.com
    TheBahnsenGroup.com

    • 9 min
    National Video Conference Call Replay - The 2020 Election and Your Portfolio - Sept. 14, 2020

    National Video Conference Call Replay - The 2020 Election and Your Portfolio - Sept. 14, 2020

    Download White Paper HERE - https://thebahnsengroup.com/dividend-cafe/special-election-issue-dividend-cafe-sept-11/#download

    Links mentioned in this episode:
    DividendCafe.com
    TheBahnsenGroup.com

    • 58 min
    Dividend Cafe - David L. Bahnsen from NYC on 9/11 Anniversary

    Dividend Cafe - David L. Bahnsen from NYC on 9/11 Anniversary

    David reminisces about the 9/11 and the aftermath of the city and the people of New York City.

    Links mentioned in this episode:
    DividendCafe.com
    TheBahnsenGroup.com

    • 11 min
    Covid and Markets - Thursday September 10

    Covid and Markets - Thursday September 10

    The market dropped 400 points today despite opening up over 200 points. The 600-point intra-day reversal was led by the Nasdaq’s almost 400-point intra-day reversal, bringing the recent peak-to-trough drop now to ~9.6%, so not quite 10% correction territory on a closing basis.

    There was not a particular catalyst to the sell-off. The weekly jobless claims number came an hour before the market opened and the tick down did not begin until ninety minutes after the market opened. The fact that the Democrats blocked the Republican stimulus bill from coming forward for discussion was obviously not a surprise. The selling pressure in big tech just hasn’t settled yet, and that is where we are.
    Weekly jobless claims stayed around 850,000 on the week, and continuing claims stayed around 13.4 million …

    Okay – around the horn we go!

    Links mentioned in this episode:
    DividendCafe.com
    TheBahnsenGroup.com

    • 11 min

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