Welcome to the Dividing Cafe weekly market commentary focused on dividends in your portfolio

and dividends in your understanding of economic life.

Hello and welcome to this week's Dividend Cafe.

This is David Bonson. I'm the managing partner and chief investment officer here at the Bonson group. And for those of you watching on video, you can tell that I am at a different location than normal,

not recording in the Newport studio, not in the quarantine at the Newport house,

but actually out in my desert house here in beautiful Rancho Mirage, California, where I have,

I'm guessing, a thousand pages of research to get read here in the next couple of days

and have spent a good portion of today, Friday.

I just came out very late last night watching a seesaw of a market roller coaster here today.

And that follows what was yesterday, a total market swoon.

And so I'm going to kind of walk through all the things that happened in the market this week and then try to cover as much of the fun stuff and bigger picture things that I want to cover, which are all things

I wrote about at dividendcafe.com this week. And so the reason for the excessive amount of reading

I have in front of me, the reason why I'd want to do it here at the desert is because this

is one of my favorite places to read. The reason why there's so much to read is you had

a Fed meeting this week. There is all sorts of additional data and reports and things going on in the

whole COVID world.

More importantly to me, I think there's an awful lot of macroeconomic stuff that I need to get

caught up on.

And I've added some research boutiques to my kind of toolbox in the last couple of months.

I already probably was reading too much and I've added more.

And I am just sort of right now in a kick where I'd prefer to have information overload versus

information apathy. And so I need to kind of go through and deal with it. But it translates

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