A Buffet of Information
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 8 December 2023
⏱️ 26 minutes
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Summary
Today's Post - https://bahnsen.co/3t62eFN
I really do like the SOP for Dividend Cafe (that’s “standard operating procedure” for those of you who have time to say full words instead of acronyms that always require explanation anyways, hence adding triple the time to what could have just been said in long form to begin with). What I mean here is that I have for several years now selected a singular topic for each week’s Dividend Cafe and written a 2,000-3,000 word piece on that topic. There have been a few exceptions where we did a wide array of “Q&A” as our focus, and we will continue doing that once a quarter or so when we get an excessive build-up of “Ask Davids” that the DC Today cannot bear. But for the most part, the Dividend Cafe is, I think, better as a deeper dive week by week into a given topic on my mind and heart. I keep it investment and economy focused, of course, because if I went anywhere my mind and heart went, I would end up doing some Dividend Cafes about my favorite steakhouses in New York City, what is wrong with today’s Republican Party, or what in the world my daughter’s vernacular in our family group text chat means. But Dividend Cafe will stay in its lane, I promise. Focus, David, focus.
Anyways, today I am doing the buffet thing, but I didn’t write it throughout the week – I wrote it all at once. I simply had three “mini” topics I wanted to address instead of one “mega” topic. I hope it is cohesive and interesting, but if you hate it, at least you know next week, we will go back to the single-topic norm of the Dividend Cafe – our SOP.
Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividend Cafe, weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:10.0 | Well, hello and welcome to another dividend cafe. We have made it to the end of the week. |
| 0:18.0 | And really, I think so far, people have to be kind of happy how things |
| 0:22.3 | are going in December. The big monstrous rally in November is not continued, but things haven't |
| 0:27.4 | fallen off. They're kind of all hanging in there. Markets not responding to different news much. |
| 0:32.9 | And I personally would love it if we had a very boring December to end the rest of the month, |
| 0:39.4 | but sometimes I don't always get what I want this time of year. |
| 0:43.3 | I will say that this week's dividend cafe is a tiny bit different than the way I've been doing it for some time. |
| 0:49.2 | And I kind of set this whole thing up in the dividend cafe.com. |
| 0:53.9 | You know, historically, I would write every week throughout the week on just different |
| 0:59.6 | things that would come up. |
| 1:01.0 | I would read an economic bulletin and add some commentary. |
| 1:06.2 | And then when all was said and done by Friday, you'd have kind of this whole potpourri of various subjects always related to the market or the economy or |
| 1:18.6 | whatnot. I did that as this weekly email distribution for many, |
| 1:22.7 | many years back at Morgan Stanley and then we started it under the branded |
| 1:26.9 | Dividendon Cafe, but continued |
| 1:28.9 | that same kind of methodology of how we created it. It was just sort of various multi-subject |
| 1:36.6 | contributions, largely written throughout the week and then whatever was needed to complete it all, |
| 1:43.0 | you know, written usually Friday mornings. |
| 1:45.6 | And I think it's been two years, but it could even be three years. I honestly don't remember |
| 1:50.2 | now that I switched to more or less a single topic approach to the Dividin Cafe every week. |
| 1:58.9 | So one particular week I may say I'm inspired to write about monetary policy this week, |
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