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

Hello, welcome to another one of our national video calls brought to you here by the Bonson Group.

For those who don't know, I'm David Bonson. I'm the chief

investment officer here at the Bonson Group, and we like to do these calls every couple of weeks

to just sort of bring to you a live Q&A about everything happening in the market, what's on

our minds, how we're approaching things, and to do this for coming up on very

close to two years now. I've utilized the services of Scott Gam and strategy voice communications

to kind of guide us through this discussion. And so, Scott, we get to do this now in what is

the last day of what has been one of the most exciting months

in quite some time.

I talked awful lot about how little volatility we had in 2021.

And now 2022 looks set to prove me wrong.

So I'm sure there's plenty on your mind. And I'll turn the microphone over to you, my friend.

Well, David, thank you. Great to be with you as always. And yes, this month, I think in addition to the

volatility, there has been a lot of themes that have really come into the forefront that you've really

been talking about, maybe even warning about for

quite some time. So I think it'd be great for you to just kind of organize your thoughts and just

kind of give us your latest view on how everything has been and is right now shaking out in the

market. Yeah, the answering what has been happening in the market is a lot easier than what will be

happening in the market for the obvious reasons of the verb tense being used.

The events of January are more or less a microcosm of what we would have anticipated,

and I wrote about extensively in the white paper that I wrote the last week of December

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