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The Dividend Cafe

Daily Covid and Markets - Monday July 20

The Dividend Cafe

The Dividend Cafe - The Bahnsen Group

Estate Planning, Dividend Growth Investing, Monetary Policy, Business, Wealth Management, Macro Economics, Retirement Planning, Investing

4.9572 Ratings

🗓️ 20 July 2020

⏱️ 19 minutes

🧾️ Download transcript

Summary

The market was flat today in the Dow, but both the Nasdaq and the S&P were up (the Nasdaq meaningfully so after last week’s travails).

Today’s missive really, truly does go all around the horn – lots and lots of up to date health info, and some useful info with the stimulus bill, housing, the Fed, and more.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Transcript

Click on a timestamp to play from that location

0:00.0

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

0:06.5

and dividends in your understanding of economic life.

0:14.2

Hello and welcome to today's COVID and markets missive.

0:18.4

We hope you had a wonderful weekend.

0:20.3

Today's missive, as always,

0:21.8

is brought to you by the Dividing Cafe of the Bonson Group. For those who are listening to

0:27.5

COVID and markets each day and have never really understood what in the world dividend cafe

0:32.2

is, or for that matter, who the Bonson Group is, it's never occurred to me that there may be people who are not

0:38.8

Bonson Group clients and familiar with us, you know, Dividy Cafe readers that have stumbled

0:46.1

upon COVID markets and are hearing these other terms and don't know what the world I'm talking

0:49.8

about. So Dividy Cafe is my weekly investment commentary by mine. I mean, I, David Bonson,

0:58.2

chief investment officer, private wealth management firm, the Bonson Group. COVID in markets has

1:02.4

become a daily missive we've done in response to the ad hoc realities in the market for

1:10.0

investors around the coronavirus,-19 health pandemic.

1:15.4

And so hopefully if this is your first time hearing all this, you now have a better understanding

1:20.6

of who all the characters and moving parts are and so forth. And for those of you that, of course,

1:25.8

know all this, I apologize for wasting

1:28.8

this minute of your life. Real quickly, the situation today, as far as markets, first of all,

1:38.3

is kind of odd. We've got a few odd days lately. Dow was up a tad, kind of flattish, but technically a little bit up. But then the S&P was up

1:46.8

rather nicely, and the Dow up quite big, particularly after last week's travails, the NASDAQ really

1:52.5

struggled last week. So he had flat Dow, up S&P, really up NASDAQ, just strange divergence

2:00.1

amongst the market indices. But in what I'm going to go through here

...

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