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 Dividendin Cafe.

I am recording this podcast from my desert house, which I have not been to in three months.

I came out to last night with my two boys and three of their friends.

So I got a house full of kids and enjoyed a hard day of work here today,

but I'm hoping to be able to actually get a little reading and rest done over the weekend.

I doubt it'll happen, but I'll try my best.

The point is it's nice to be out of my spot that I've been in pretty much nonstop since quarantine began at our home in Newport.

And we will be back in the office next week, as where the Bonson Group is doing a soft reopen.

The bulk of our team will be back in next week.

We're not allowed to have visitors to the office yet.

And the whole team won't quite be back yet.

And our New York office can't open yet.

But we're on the path to normalization

and enjoying that idea very much. Hopefully some of you are seeing parts of your life come back to

normal and we look forward to the day when a whole lot of things are much more normal than they are right now. I want to spend

time today talking about a few things that are on my mind as I am evaluating post-COVID economic life.

And one of the things I point out at dividend cafe.ethafe.com today is that there's a certain

understanding of what that means or assumptions as to what that may mean that are pretty

consensus right now, pretty irregular, pretty pedestrian. I'm hearing them several times a day

about how people aren't going to want to go to

...