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

Well, hello and welcome to the Monday edition of Dividing Cafe.

We are not only kicking off a new week, but the new month of June.

And we're going to talk a little bit today about how the

month of May was not exactly what many expected it to be. Interesting day here in markets.

Monday, June 2nd. At one point, the Dow was down over 400 points, closed the day up 35, really with not a specific catalyst to drive the reversal,

leading me to believe the most basic conclusion as to that cause of reversal is markets

just simply not believing some of the escalated tariff and trade threat talks any longer.

So we'll get into all of this here. I think today is a pretty standard Monday in the Dividendon

Cafe where we will cover just a little bit around our normal categories of markets and policy

and the Fed and housing

and all those things. Before I get into markets, the news issues, I think what could end up being

an incredible movie made one day took place over the weekend with the Ukraine drone attack

in Russia, deep into Russia, by the way,

potentially taking out over 40 Russian bomber planes, over $2 billion a damage estimated,

a drone attack that Ukraine has apparently been working on for well over a year.

Major story there, all the while,

supposedly they're working on some low-level peace talks in Turkey. So anyways, the Russia-Ukraine stuff continues to linger and fascinating and really, frankly, a wonderful development over the weekend for Ukraine.

My understanding, both from news reports but also people I'm talking to,

is that President Trump and President G will end up having a phone conversation this week.

It is not confirmed, as of me talking right now,

a day time specifics have not yet been announced, but there is an indication that President

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