Drawdowns, Deficits, and Debunking a Myth
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 26 April 2024
⏱️ 21 minutes
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Summary
Today's Post - https://bahnsen.co/49UmDwH
The first thing I will say is that by popular demand, we will be adding back the “What’s on David’s Mind” to the Tuesday/Wednesday/Thursday email blasts starting next week for Dividend Cafe subscribers (and on some days, “What’s on Brian’s Mind”). By and large, the feedback to the newly revamped Dividend Cafe has been overwhelmingly positive, and a few knobs turned on the daily programming will continue to fine-tune. Thank you all for your feedback; we are very excited to have one property, one brand, and one medium to deliver the TBG thought leadership to you.
This week we are going to look at the history of yields from the market today, the history of market drawdowns, the state of commodities, the future of national debt, some global debt to avoid, expectations for Chinese economic growth, the energy sector, and finally, some Presidential conspiracy theories. That’s a lot to pack into one Friday. No one said this would be easy; we only said it would be fun.
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividing Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:12.8 | Well, hello and welcome to another episode of Dividend Cafe recording from beautiful Rancho Mirage, California, where we are awaiting the end of the |
| 0:24.7 | month of April. It has been an up week in markets after every other week in April so far |
| 0:31.5 | being a down week. But we'll have a couple days to go next week to finish up the month of April and go into the |
| 0:38.1 | glorious month of May. |
| 0:40.2 | We're going to cover a number of different topics here this week. |
| 0:43.4 | First, I just want to give you a quick update. |
| 0:45.4 | For those who receive the daily email, our subscribers to Dividend Cafe, we're going to, |
| 0:52.2 | by popular demand, put back in the Tuesday, Wednesday, |
| 0:55.9 | and Thursday email the what's on David's Mind section where I'll add my daily commentary on |
| 1:03.2 | whatever is most pertinent that day. If Brian is doing it, it'll be what's on Brian's mind. |
| 1:07.9 | And we'll just try to beef up the content we're adding into the Tuesday |
| 1:13.6 | Wednesday, Thursday, Thursday, email, but still delivering that long-form dividend cafe on Mondays. |
| 1:19.5 | And then, of course, the very dividend cafe you're listening to and watching right now. |
| 1:25.2 | We'll continue going on Fridays. |
| 1:30.8 | The first thing I want to talk about this week has to do with capital return to investors. And we believe and advocate and talk about a lot |
| 1:38.3 | why dividends represent the most beneficial way that a company can reward its owners for taking risk in investing in the |
| 1:48.3 | company via the dividend payment, a portion of profits actually being paid back to investors. |
| 1:55.6 | It is real money that they really get, that they get to put in their real account and buy real |
| 2:00.4 | things with. |
| 2:01.5 | And one of the other more popular ways that companies can return capital to shareholders |
| 2:06.1 | is what's called stock buybacks, where in theory, they're adding value to the investment |
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