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

and dividends in your understanding of economic life.

Well, hello and welcome to the Monday Dividendon Cafe back here in our Newport Beach office

and not only back in normal surroundings here in our office, but kind of

normal Dividing Cafe, believe it or not. I mean, you know, it was a volatile day in the market

and there's a lot of stuff to go through today, but it was normal in the sense that we're actually

going to be talking about today, the subjects we normally talk

about in the Monday Dividing Cafe, the recap of market, the standard stuff of where we are

with energy, with the Fed, with the economy, with housing, et cetera, as opposed to there being

some sort of particularly large and in charge intervening story in markets, in policy, et cetera, that kind of

overrides everything else going on. So I don't know if you consider boring or not, but compared

to where we've been, and a lot of what these Monday dividend cafes have been for the last

month, this is sort of boring, and I like that a lot.

And so it's interesting to close out the final Monday of April with a reasonably boring Monday

Dividendon Cafe. All that to say, I really do want to encourage those of you who missed the

Friday Dividendon Cafe to check that out, whether you're a video watcher,

podcast listener, or like reading the actual written commentary that I do.

The Dividendon Cafe on Friday went into three different topics, which is quite extensive

for what we're normally doing.

And what I mean by three is an analysis of where I believe we are with the president and

his mindset around markets as we proceed through this trade and tariff matter.

And then kind of five key things to be watching, signs and issues and topics that will

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