Is the Fed about to Break This?
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 17 June 2022
⏱️ 16 minutes
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Summary
Once again we find ourselves in the midst of a tumultuous week in the markets, and yet with bigger fish to fry in the Dividend Cafe? What could be bigger than a 1,400 point drop in the market on the week, and a 3,000 point drop in the last two weeks (note: I am hitting “send” on this before the market opens on Friday, and pre-market action Friday does appear to be to the upside right now, but you know how that goes)?
Well, for one thing, I think most of the commentary I have to offer on the specific things taking place this week in markets was well-covered in each edition of The DC Today this week. If day-to-day market distress is distressing you, I hope you will turn to The DC Today as a resource. Reading it cannot make the market go up any more than my act of writing it can, but hopefully, it can provide clarity around where this volatility fits into expectations for investors who have real financial goals in their lives.
So the bigger fish to fry I refer to are not about the specific Fed meeting of this week, or this most recent interest rate hike, or even my broader theme about the carnage in “shiny object” investing … It has to do with discussions around a potential deeper level of concern in financial markets, and what they may look like. I hope after reading this week’s Dividend Cafe you will feel a bit smarter, a bit more informed, and a bit more at peace.
Let’s jump into the Dividend Cafe …
Links mentioned in this episode: 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. |
| 0:13.0 | Well, hello and welcome to another dividend cafe. This time, I love just changing venues around on you every week, it seems. |
| 0:22.1 | I'm actually recording in my apartment in New York City as I have to get straight to an appointment |
| 0:27.5 | so couldn't get into the studio this morning. |
| 0:29.6 | The market hasn't even opened yet on Friday morning. |
| 0:32.9 | And as promised last week, I do have a particular topic I want to address this week, |
| 0:38.2 | but it will not be all that directly connected to the kind of turmoil that has been in this |
| 0:45.8 | market week. |
| 0:47.9 | As I'm recording here Friday morning pre-market, market was down 1,400 points on the week. It looks like it's set to open |
| 0:56.1 | 200, 250 points this morning, but you know how that goes. But it was down significantly the |
| 1:04.6 | week before as well. And so you're looking at a 3,000 point drop in the market. |
| 1:11.1 | And prior to that, been up a couple thousand points. |
| 1:13.9 | And so, you know, this is downside pressure and a lot of volatility. |
| 1:18.3 | And we know all those things. |
| 1:20.6 | And I think, you know, in the DC Today.com every day I try to write about what's causing it, what we're doing, what we think about |
| 1:29.4 | it, what to expect. And, you know, each time the market has a period like this, there is a cause |
| 1:35.3 | and there is particular circumstances, but also each time it happens, there is a kind of |
| 1:41.9 | consistent best practice for investors. |
| 1:46.1 | And so whether the cause of a market turmoil is a recession or is Fed tightening or is a war |
| 1:53.1 | or whatever the various catalyst to market turmoil that have existed for hundreds of years, |
| 2:00.8 | whatever the particular catalyst may know, hundreds of years, whatever the particular |
| 2:02.1 | catalyst may be. Obviously, we write every week and with D.C. today, every day, and have built |
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