Chewing on the Four E's
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 24 June 2022
⏱️ 18 minutes
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Summary
I’ll be very honest with you – I prefer single-topic Dividend Café issues. I wrote a multi-topic weekly commentary for many years before moving to a “mostly” single-topic orientation, and I have never loved writing Dividend Café more. I feel that the weekly information quality and value is higher with a singular focus each week, and I think the “variety” style works better in our daily market bulletin that is Dividend Café’s cousin, The DC Today.
But today’s Dividend Cafe is a bit different. There are a few “big” issues that people are bringing up daily, and I want to do a little multi-question fireside chat with you.
So jump on in to the Dividend Cafe … I promise you’ll find something of interest, and maybe even intellectually transformative!
Links mentioned in this episode: 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. |
| 0:13.0 | Well, hello and welcome to another dividend cafe. I am back in New York City. I believe last Friday I was recording from the city, but in my apartment very early. |
| 0:24.6 | And then I spent most of the week in Grand Rapids, Michigan at the Acton Institute, |
| 0:29.4 | an absolutely phenomenal economics conference that I attend each year and lecture at myself. |
| 0:37.4 | I got back into New York City late last night, and I was planning to record Dividendon |
| 0:42.1 | Cafe early this morning again at my apartment, and we didn't have it done in time and then |
| 0:48.9 | had various appointments and then was on Fox, and then I'm back in the office. |
| 0:53.4 | So I'm recording now a little later in the day that I normally do. |
| 0:57.6 | And the market's in a big rally. |
| 0:59.1 | And I don't really want to talk about any of that. |
| 1:01.7 | All I will say is, you know, we had a very bad week in the market last week and a very |
| 1:06.1 | bad week in the market the week before. |
| 1:07.8 | And this week has been a very big week up in the markets and I would not |
| 1:12.6 | say that either tells you anything about what next week will be like or the week after. |
| 1:17.4 | So just I wouldn't be taking comfort in good weeks and I wouldn't be getting, you know, |
| 1:22.5 | despondent over bad weeks and I've said it a lot. I'm going to keep saying it. |
| 1:25.7 | But what I want to talk about today is four different things. And I actually changed the title, a dividend cafe, when I realized, |
| 1:34.3 | because I did it accidentally, almost everything I do that ever seems even like remotely clever |
| 1:40.4 | is an accident. I never do anything all that smart on purpose. And I don't think |
| 1:46.0 | this is particularly smart. But I just sort of coincidentally, and I mean that, turned out that my |
| 1:52.0 | four topics all started with the letter E. And so we're going to just stick with this kind of |
| 1:58.4 | thematic deal about these four E's. |
... |
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