The Lay of the Land
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 12 May 2023
⏱️ 17 minutes
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Summary
Today's Post - https://bahnsen.co/3ptUr29
We are going to do something a little different today in the Dividend Cafe, or at least different from what I normally like to do. While “current conditions” are less interesting to me in the Dividend Cafe, various macro themes and long-term trends represent the focus of this weekly missive. That said, every now and then, the news cycle and state of affairs in financial markets warrant a little “refresher,” and that is what today’s Dividend Cafe will be.
Come for the debt ceiling talk; stay for the first principles. Perk up your ears around election talk; tune in (or out) on recession chatter. We have all the things today – even the things I hate talking about most. It’s a “lay of the land” Dividend Cafe … Jump on in!
Links mentioned in this episode: TheDCToday.com 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. |
| 0:12.6 | Well, hello and welcome to the Dividend Cafe recording for, gosh, I think it is the first time in a long time that I'm actually recording from my house in Newport Beach, |
| 0:23.8 | because we've been really recording from the studio when I'm in Newport on Thursdays for quite a while now. |
| 0:32.6 | And even when I did record Fridays, we almost always were doing it in the studio. |
| 0:37.6 | And yet I do recall recording here from the house in the past. |
| 0:41.2 | It just feels like it's been a long time. |
| 0:43.7 | And the reason for that is that I am leaving straight from here to go teach in economics class at the local high school I'm a part of and then I'm running on the road to go |
| 0:57.2 | work on book writing and so I am not able to get into the studio to record and yesterday my meeting |
| 1:04.0 | schedule kept me from recording on Thursday which ended up being a good thing because I really don't, I really didn't have a vision |
| 1:13.7 | for what I wanted to write about, talk about today until overnight. And as I woke up early |
| 1:20.2 | this morning, I had a number of topics I was thinking about covering in the Dividing Cafe this week. |
| 1:26.4 | And I decided that it probably was one of those |
| 1:30.1 | weeks, or maybe it would just be helpful to do what I generally don't like doing in Dividing Cafe, |
| 1:36.1 | and that's just kind of talking about the current state of affairs, what the lay of the land is right now, |
| 1:42.6 | what is driving markets in the very present tense |
| 1:45.8 | and the near-term, short-term expectations. |
| 1:50.1 | Now, of course, the DC today where we do a daily market recap every day, Monday through Thursday, |
| 1:56.0 | that's pretty much all we're doing. |
| 1:57.6 | We're talking literally about that day's events, what happened in the market, |
| 2:01.7 | what happened in the economy, what's happening in the new cycle. But there was some point a number |
| 2:06.8 | years ago where we decided when I say we, this one was really my decision that I struggled with |
| 2:12.8 | for a while and just became very, very happy with it almost immediately to use Dividendon Cafe to just write about |
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