The DC Today - Monday, April 15, 2024
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 15 April 2024
⏱️ 14 minutes
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Summary
Today's Post - https://bahnsen.co/3Q2J5g8
Against Doomsdayism
Where this Iran-Israel atrocity goes from here, what should and should not have been done, what and should not be done, what it will mean for markets and oil prices – all these things notwithstanding, the winner of the weekend appears to be anti-missile defense systems, first pursued by the Reagan administration in the 1980’s. The ability for this technology across multiple mediums to bat nearly a thousand in putting down missiles and drones coming in hot to do unspeakable damage is, well, vindicating. The specifics of the various technologies and strategies are fascinating, but for now, we celebrate those whose vision was to shoot down missiles and missiles, from ground and from air. Such military investment saves lives, and deserves our celebration.
Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the DC Today, your daily market synopsis of the Dividing Cafe, brought to you every Monday through Thursday to bring you up-to-date information and perspective on financial markets. |
| 0:14.7 | Well, hello and welcome to a very special Monday edition of the DC Today. |
| 0:19.8 | And I say special because I actually kind of think this |
| 0:22.8 | will end up being the last Monday DC today, but you won't notice any difference at all other than |
| 0:28.7 | that next Monday. We're going to do the exact same thing, but we're going to be calling at Dividendon |
| 0:32.9 | Cafe and holding it at Dividendon Cafe. We're getting rid of the two different websites and brands and identities and whatever |
| 0:40.4 | else you want to call it. |
| 0:42.4 | And every Monday, I'm going to continue doing this longer form of a daily market recap that |
| 0:47.6 | includes the Fed and housing and energy and public policy and all those things. |
| 0:52.2 | And we'll do it as a special dividend cafe post every Monday. |
| 0:57.3 | Not really a difference in what we're delivering to you, but just kind of where we're delivering |
| 1:02.3 | it and how we're packaging it. So all that to say, it's still a big day, and really much more so |
| 1:08.5 | than our internal logistics is the fact that markets are |
| 1:12.9 | utterly crazy right now. The Dow opened up 350 points and closed down 250 at a 600 point swing |
| 1:21.5 | that began going to the downside after maybe 30 minutes or so of the markets open today. |
| 1:33.0 | And really the big news, of course, both in markets, but also just kind of in the world around us, is the events with Iran and Israel on Saturday, where Iran did launch an attack against Israel. |
| 1:42.8 | And I don't mean with their proxies of Hamas or Hezbollah, |
| 1:47.1 | but with the actual nation state of Iran attacking the nation state of Israel with 185 drones, |
| 1:56.4 | 110 surface missiles, and 36 cruise missiles. |
| 2:00.6 | So essentially, you're talking about something over 300 missiles, and 99% of them were shot down and defended against a combination of the Iron Dome technology that Israel uses and resources, equipment, and participation from the United |
| 2:22.9 | States, United Kingdom, and apparently both Jordan and Saudi Arabia as well. |
| 2:29.6 | So it was all at once a huge geopolitical event, but then how do you respond to it as markets? Well, |
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