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

Good evening and welcome in to Dividend Cafe. This is Brian Saitel back with you here on your daily recap.

We had a down day overall in markets, although we ended

off the worst levels of the day. It was one of those big rotation days from growth and then some

of the more overvalued parts of the market into more of the value oriented sectors.

I put a chart in there today, just going over the relative highs of each of the sectors in

there comparatively to one another.

And you'll see the more cyclical sectors, financials, some of the energy sectors, and then

coupled with the healthcare names, all of which are trading at less than market multiples

for the most part. That's not to say a lot of these sectors aren't necessarily historically cheap, but nonetheless,

you can see that play out.

And the market breadth continues to widen a little bit away from what has occurred over the past several years.

The market continues to evolve here into 26th.

Retail sales come out much better than expected.

It was a six-tenths versus a four-tenths. And normally I would say that shows strong and good

things for the economy. And of course it does. It's just that that number is delayed.

It was a November read that we got just recently because of the delay in the government shutdown.

You also had some decent numbers out of the existing home sales that were a little bit better

than expected.

And then after yesterday, CPI print on inflation, we got the producer price index today.

That was basically in line.

It was actually a little cooler than expected it.

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