Where to Begin?
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 8 January 2021
⏱️ 15 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
Where to begin, indeed. It may have been exactly the kind of week investors wanted to start off 2021, but it certainly wasn’t the kind of week anyone wanted to start off 2021 from the vantage point of our country, her peace, her well-being, and her example to the world. The concept of a city on a hill is not working well, and this patriot feels total exasperation and desperation.
But I do know the readers of Dividend Cafe do not come to this publication for perspective on national conscience or psyche, especially not my clients. I believe there is a lot in this week’s Dividend Cafe that you will want to read, that matters to investors, that can better inform your beliefs and understandings in financial markets. So I am going to do what I normally do, and welcome any questions and comments any of you may have – as always.
Links mentioned in this episode: 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. |
| 0:12.9 | Hello, welcome to this dividend cafe. I guess in a sense, the first Dividend Cafe of 2021, although we did a kind of special two-part deal earlier in the |
| 0:23.9 | week. But yeah, as far as our regular weeklies, here we go. Welcome to 2021. You know, I'll say the |
| 0:31.7 | same thing here on the podcast that I kind of kicked off the written Dividing Cafe commentary with |
| 0:36.4 | this week. It's quite a great |
| 0:38.7 | first week of 2021 for investors and quite an awful first week of 2021 for so many other things. And I'm |
| 0:46.8 | sure everyone knows what I'm talking about. But look, the big question I think that might be on |
| 0:53.4 | people's minds right now, just literally in the moment of this week or the last few days or whatnot, is why the markets have done so well. |
| 1:02.6 | And yet there is this just obvious, really significant strain in the national psyche and agony over the events of what took place the other day, |
| 1:13.7 | visual imagery. And we saw a lot of the social unrest over the summer, a lot of violence, |
| 1:20.7 | a lot of vandalism. And markets did kind of fine through it. It was mostly restricted to a few different cities and so forth. |
| 1:31.5 | But I think that there is a symbolic issue around what we saw take place at our own capital building, |
| 1:43.8 | the nation's capital on Wednesday. |
| 1:46.7 | And so I imagine all of you have various sources of news and sources of commentary and editorial |
| 1:53.0 | that you may go to that have scratched your itches this week in terms of reading more, |
| 1:59.4 | understanding it more, hearing more, how to think through it, whatever. And I don't think I'm one of those sources. I think that people |
| 2:05.9 | listen to it in Cafe for investment or market commentary. There's always inevitably, I don't really |
| 2:11.4 | shy away from it, intersection of those things with politics and with philosophy and other areas. |
| 2:19.3 | But in this case, I don't want to over saturate what's already been widely discussed. |
| 2:26.7 | You know, I was just utterly appalled at what I saw this week. |
| 2:31.8 | I was really, frankly, more depressed depressed and yet I'm not surprised the |
| 2:38.1 | markets shrugged it off because I really have have tried to studiously understand what makes |
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