840 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 1, 2024
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The Dividend Cafe Tuesday - April 30, 2024
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The Dividend Cafe Monday - April 29, 2024
Today's Post - https://bahnsen.co/4dd0xsl
Economic Front
The big economic news last week was the 1.6% annualized real GDP growth for Q1 when +2.5% had been expected. The 3.4% of Q4 (again, all these numbers are annualized, which is just how they get discussed) was not going to repeat itself, but 1.6% vs. 2.5% projected and 2.7% in the Atlanta Fed’s GDPNow model was a big step down.
The positive side is that manufacturing appears to be picking up, New Orders are on the rise, and low inventories now mean more manufacturing later.
Net exports were the biggest drag (-0.9%), and, as is almost always the case, consumption was the largest contributor (+1.7%). Capex contributed just +0.4%.
The Personal Consumption Expenditures (PCE) was up +2.7% year-over-year last month, matching expectations.
Personal Income rose +0.5% in March, in line with expectations.
54% of people worked at firms with less than 500 employees in 1980. That number is just over 46% now.
The fertility rate in the U.S. dropped to 1.62 last year, the lowest on record. Our fertility rate has been below the 2.1 replacement level for 17 years now.
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Drawdowns, Deficits, and Debunking a Myth
Today's Post - https://bahnsen.co/49UmDwH
The first thing I will say is that by popular demand, we will be adding back the “What’s on David’s Mind” to the Tuesday/Wednesday/Thursday email blasts starting next week for Dividend Cafe subscribers (and on some days, “What’s on Brian’s Mind”). By and large, the feedback to the newly revamped Dividend Cafe has been overwhelmingly positive, and a few knobs turned on the daily programming will continue to fine-tune. Thank you all for your feedback; we are very excited to have one property, one brand, and one medium to deliver the TBG thought leadership to you.
This week we are going to look at the history of yields from the market today, the history of market drawdowns, the state of commodities, the future of national debt, some global debt to avoid, expectations for Chinese economic growth, the energy sector, and finally, some Presidential conspiracy theories. That’s a lot to pack into one Friday. No one said this would be easy; we only said it would be fun.
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TheBahnsenGroup.com -
The Dividend Cafe Thursday - April 25, 2024
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The Dividend Cafe Wednesday - April 24, 2024
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DividendCafe.com
TheBahnsenGroup.com