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

Hello and welcome to this week's Dividendin Cafe podcast. Those of you watching on video, welcome as well. My name is David Bonson and I am the Chief Investment Officer and managing partner of the Bonson group.

And I am thrilled to be bringing you this Memorial Day weekend version of our Dividing Cafe.

I'm actually thrilled to have been in our office in Newport Beach this week.

A good portion of our team returned.

We have some that are coming in some days but working remotely others.

We have some that are in every day.

Still a couple that aren't able to get back in yet.

And our entire New York office is still awaiting.

But even as I sit here on Friday afternoon at my desert house, which is about an hour

and a half away from Newport Beach, you feel this certain sense of some resumption of normalcy, me putting on a suit every morning

this week and going into the office, me being out here at the desert house with my kids.

It's a good feeling. And yet, I had a sensation this week that I haven't had in some time, which wasn't a positive or negative or anything.

It was more just this kind of realization.

I was a participant in the Malden Strategic Investment Conference, one of the top investment conferences in the country, just absolutely stellar

economist and speakers and pundits and analysts, and then they threw me in as well.

But both as a participant and an audience member, and obviously the conference was done

virtually because of, you know, the state of affairs. I was sitting here listening to all of these forecast and all of these analyses,

so the present situation.

And I was simultaneously appreciating this week this modest feeling of some resumption

and normalcy, like I mentioned, going back into the office

and so forth.

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