The Dividend Cafe

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TBG Investment Committee Outlook - Week of January 27, 2020 Jan 27, 2020

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Topics discussed: The market dropped 450 points today as fears and uncertainties around the Chinese coronavirus make their way through the markets. In this special edition podcast with our whole investment committee we make the case for “don’t just do something, stand there” as the right investor response to the present news. We appeal to history, market realities, health epidemic precedents, and basic trade economics to make the case for avoiding panic, and letting an unresolved problem get resolved. Please give it a listen, and please reach out with any questions you may have.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Politics Played A Role in Portfolios Jan 24, 2020

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Topics discussed: Markets re-opened Tuesday this week after the MLK holiday on Monday, and experienced some modest moves to the downside on the week as of Thursday's press time ... But in a shortened market week where the big political news (impeachment hearings) are completely ignored by markets, and where there is no notable macroeconomic news or Federal Reserve announcements to process, it gives us a great opportunity to catch up on other topics not given enough attention in the Dividend Cafe.

We'll talk shale this week, viral fears in China, why a high bond supply does the opposite to interest rates that most people expect, and we spend a lot of time in Politics & Money ...

So jump on into the Dividend Cafe. It's a good one.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

TBG Investment Committee Outlook -Week of January 20, 2020 Jan 21, 2020

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Topics discussed: We are too early into earnings season to have much to say and the impeachment/political 'stuff' is enough to exhaust anyone. But 'global macroeconomics' - this is the stuff that gets us out of bed in the morning. And that's what we did this morning - we got out of bed and we talked global macro for you all. This is a not-to-be-missed Dividend Cafe podcast from our whole investment committee ...

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

TBG Investment Committee Outlook - Week of January 13, 2020 Jan 17, 2020

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Topics discussed: Managing Director, Partner Deiya Pernas and Director of Equity Research discuss the TBG client portfolio construction and infrastructure, equity and market hightlights of the week.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Phase One, An Election Battle, and Earnings Galore Jan 17, 2020

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As of press time Thursday it has been another strong week in markets, with the formal signing of the phase one-U.S/China trade deal, a strong start to earnings season, and the continued general feeling that this is a good market in a good economy. Of course, life is never that simple, and markets are really never that simple, so we have a lot more to say about everything.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

National Resilience Extends to Markets Jan 10, 2020

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Topics discussed: We have a full Dividend Cafe to bring you today. The news cycle did not slow down for the new year, and indeed, we have already opened the year with a slew of geopolitical events that add drama to capital markets.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

TBG Investment Committee Talks The Year Behind and The Year Ahead Jan 09, 2020

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Topics discussed: But first, I would direct you all to the annual white paper I do every year recapping the year behind us and offering our perspective on the year in front of us - Year Ahead/Year Behind. I believe you will find it to be an informative and useful tool in understanding the recent past and considering the immediate future. Share with any you would like.

Links mentioned in this episode: A Year Ahead/A Year Behind DividendCafe.com TheBahnsenGroup.com

A Present Under Every Investor's Tree Dec 20, 2019

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Consider this week’s Dividend Cafe an early Christmas present, not just because of Brexit and the phase one China trade deal and, of course, a 2019 in risk assets that has been one for the ages … but mostly because this is essentially a double issue Dividend Cafe with ample coverage on all the things you should be caring about right now as an investor. Because there will not be a Dividend Cafe next week we doubled up for you this week, so take a break from wrapping presents, grab a coffee (or egg nog), and jump on into the Dividend Cafe …

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

TBG Investment Committee Talks Trump, Tariffs, Taxes, and Brexit Dec 16, 2019

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Topics discussed: On Friday the regular Dividend Café for the week went out, and it included as much of an update as possible around the UK elections and the China trade war … But within hours of the submission there was more news, and then the next day even more, and then over the weekend even more still. I don’t want to wait until Friday to provide the latest and greatest … Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Tweeting The Market Higher Dec 13, 2019

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Topics discussed: The markets ripped higher and I will unpack more details when you click into this week's Dividend Cafe ... Since the market’s massive rally last Friday after mind-numbing good jobs numbers the market had barely budged this week. The Democrats in the House filed articles of impeachment against the President this week. The Fed stood still on interest rates. And the British voters headed to the polls to elect their Prime Minister. It wasn’t a boring week in the world, just in the market (until Thursday morning). So this week we’ll dive into the jobs data, the strength of the economy, the vulnerabilities in the economy, the pending tariff deadline, and all sorts of big things. It’s a whopper of info, so let’s get caffeinated in the Dividend Cafe ...

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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