848 episodes
The Dividend Cafe The Bahnsen Group
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- Business
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4.9 • 491 Ratings
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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), 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 Monday - May 13, 2024
Today's Post - https://bahnsen.co/3UXaYJe
Markets opened to the upside and then spent the first half of the day declining (but not by much) and the second half of the day around that declined spot.
Links mentioned in this episode:
DividendCafe.com
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In Theory but not in Practice
Today's Post - https://bahnsen.co/4afqiVW
As I finish up this writing Friday morning the Dow is tracking for its eight consecutive day in positive territory (I have little doubt that my mere typing of that sentence likely jinxed it). The market reversal from April into May can be credited to a combination of:
Renewed acknowledgment that regardless of when the Fed begins cutting rates they have made it reasonably clear they are done hiking rates, and
Marginally improved financial markets liquidity in the present tense and with a vision to the future around the tapering of quantitative tightening, and
A good fundamental backdrop for corporate profits with another earnings season in the books reflective of enduring margins, reasonable forward guidance, and revenue growth in line with expectations
It is a bad time to be a market timer. But I don’t think anyone can even time when it is a good time to be a market timer, so maybe I am just repeating myself over and over. Anyways, we know what time it is at The Bahnsen Group …
… and it is time to jump into the Dividend Cafe.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
The Dividend Cafe Thursday - May 9, 2024
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
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
Customer Reviews
Good understanding of Markets
Daily listener. Good breakdown of markets and economy.
Excellent source of understanding the markets and reasoning behind it. Also good info on investing and investors.
Thanks for the podcast,
Thumbs up - Christian influenced, guided insights.
👍👍👍👍👍Always MORE than economics!
A Must-listen for Understanding Markets and the Economy
I’m a regular listener who has found this program to be essential for understanding the forces in our economy. You have to listen for a bit to understand all the terminology but the effort reaps benefits.