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

Okay, thanks. Thanks, Erica. I think we're all good to go here. And thank you everyone for joining us.

And congratulations to all of you in the city of

Tampa Bay. So I just want to kick it over to Scott Gam. I think we'll be kind of a normal

link today. I don't think it'll be extra short, but probably not particularly long. There's a

handful of things we want to be able to go through and kind of stay up to date on in these communications.

So with that, I'll turn it over to my co-host, Scott Gam, who will drive for us today.

All right, David, always happy to do it and great to be with you, as always.

And, you know, lots to talk about in the markets.

We've got stocks up,

a yield curve, steepening oil prices up. So, you know, like we usually do, just want to start off

with your broader temperature on where things stand right now when you look at the broader markets

and then when you look under the hood as well. Yeah, it really is an odd market right now.

And actually, I'll even kind of pull up where we are intraday because you and I are no strangers

to having kind of triple digit moves on the days that we do this. And the markets are making some new

all-time highs as we speak across the major indices.

And I think it's a surprise to a lot of people.

Now, interestingly, the market did have a bit of a sell-off.

Its first sort of downside volatility of any note at all in about almost three months, really from the end of

October into the very end of January and then coming out of the last couple days of January,

it's really recovered all that and then some.

And so it's difficult to sort of pick what macro theme and what market sensitive theme

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