Dividend Growth in this Exact Moment
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 22 December 2023
⏱️ 18 minutes
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Summary
Today's Post - https://bahnsen.co/41vu6Qo
It is the end of 2023 and we are entering the Christmas weekend. I am off to a land far away with my family and am looking forward to spending the holidays in the snow. The calendar year for markets still has a week to go (with the exception of Christmas Day on Monday), and by this time next week we will have brought 2023 to a close. I will avoid saying anything else due to the never-ending superstition that us money managers live with regarding our ability to make things worse by daring to say something prematurely. Let’s put it this way … I went to the Duke game at Madison Square Garden with my son on Wednesday night and Duke (my college basketball love since 1990) was up by 11 points with eight seconds to go. My 13-year old son was celebrating the win and I scolded him – “it’s not over, son!” You know – that famous 11-point play – what can I say. Better safe than sorry.
Anyways, I thought it appropriate as we approach the end of the year to reaffirm some of the truly evergreen realities of dividend growth investing. Not only am I committed to dedicating one Dividend Cafe per quarter to this subject (minimally) but I also believe this final 2023 edition ought to address some really important realities in the present state of markets and our investing philosophy brought to life. It is incomprehensibly fun for me to write on this subject. This subject is embedded in my being.
Links mentioned in this episode: TheDCToday.com 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. |
| 0:12.3 | Well, hello and welcome to the final Dividend Cafe of 2003. I am, I guess it's sort of bittersweet, you know, you're saying goodbye to one year, |
| 0:23.3 | getting ready to welcome in another year. I am going to give everybody the week off. |
| 0:28.8 | Next week, we will celebrate the Christmas holiday early in the week. And we're going to go this |
| 0:34.1 | final week of the year without DC today and a div cafe on Friday. |
| 0:39.5 | I don't believe a lot of you will want to read it or need it. |
| 0:43.9 | I want the production team to get a little time off. |
| 0:46.8 | And then, of course, somewhere in that list of priorities, I'm going to be taking it off myself, |
| 0:52.6 | which I'm sure my family will appreciate. |
| 0:55.4 | We will be out of the country and in a very cold place. |
| 0:59.1 | So in the meantime, today's Diving Cafe is going to kind of unpack, I think, what might |
| 1:03.9 | be one of the most important investing messages you will hear this year. |
| 1:09.0 | In a way, you could say I've saved the best for last, but in another |
| 1:12.5 | way, you can say you've talked about this stuff for, you know, decades. And that is correct. |
| 1:17.5 | And this will be 20 plus more years to come. I want to talk about the current lay of the land |
| 1:24.8 | and where dividend growth investing fits in. We're talking about |
| 1:30.2 | another year. There is, after I am done recording this, you will still have five market days |
| 1:37.8 | remaining this year, the Friday and then four days next week because Monday is the Christmas holiday. |
| 1:45.8 | And then we're done with 2023. |
| 1:48.0 | So with the caveat that we can't know what these five trading days will bring, |
| 1:52.9 | we essentially know that 2023 is going to be another big year for the stock market. |
| 2:00.7 | And 2021 was a big year for the stock market. |
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