Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life.

Well, hello and welcome to another dividend cafe. Yes, another location for filming. I'm actually out at my desert house this weekend and getting ready

to travel after father's day to a conference in michigan that i speak at every year so i'll be

out there next week and then in new york for a bit but in the meantime have prepared a dividend

cafe today that I am quite excited

about. And once again, actually do believe it's a little different than what we often do. Much like

last week's, that was a letter to a high school graduate. I want to thank everyone, by the way,

for what was really overwhelmingly nice feedback.

And I do hope that the entire message was received and taken in the way I intended.

I hope it was useful, impactful.

But it was certainly a kind of outside the normal vein dividend cafe.

And today's is a little bit of the same in that I don't think there's a lot of dividend cafes I've written over the years that are as directly and consciously meant to juxtapose a sort

of cultural message with an economic one.

Now, as a guy who holds to what I call a highly anthropological view of

economics, what that means is that what I believe about the human person, about human nature,

about social, human interaction is sort of the core of what I believe about all economics,

and that permeates all we've ever done

at the Bonson Group financially and in terms of macroeconomic outlook, investment particulars,

asset allocation, application, all of that type of stuff has been rooted in a certain

philosophically coherent view of economics that does seek to bring the human

person to the core of what we're doing.

And when you talk about the subject to housing, I'm really trying to do the same thing.

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