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 today's COVID and markets podcast brought to you by the Dividing Cafe of the Bonson Group.

This is David Bonson. It is Wednesday.

The market is closed. Most of the health data has come in and we're sitting here kind of processing

another day as we get closer to post-COVID life in America. Markets today, the Dow was of

230 points.

It opened up 350.

Keep in mind yesterday, it was up 460.

Markets have been on a tear.

I've talked quite a bit about, I think, the statement markets have made

against a lot of the sensationalism that is very evident in the public square right now around COVID

and by sensationalism. That's not a term I use to suggest denialism. It's a term I use to suggest

a lack of equilibrium and a lack of honest objectivity around the state of affairs where, of course,

a very serious pandemic persist, requiring tremendous grown-up efforts to mitigate and help us advance

to the next phase of American life. And yet, right now, I think investors and citizens alike are looking for accurate information

and dependable data to make decisions off of.

And in the meantime, the market, whatever signal is worth, has been quite resilient around

the case growth that we have seen over the last now

about six weeks.

It's been quite some time.

And if you recall the concerns that we would see a real big outbreak in deaths that would

come two weeks later or then, you know, another two weeks

...