The Dividend Cafe

Latest Episodes:

An Economic Lesson For The Short Term with Long Term Implications Oct 18, 2019

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Topics discussed: Greetings from the financial capital of the world that is New York City where I have officially begun my annual "due diligence" week, and where another week in the markets deserves comprehensive analysis. We focus our efforts this week on what was done and not done in the "pre-written, phase one" trade deal, but we also delve into Brexit, the yield curve, Elizabeth Warren proposals, and even the lottery this week. But one thing I ask this week - persevere through all the weekly commentary to get to the "economic lesson" of the week. It is the subject most near and dear to my heart this week, and hopefully will be well worth the listen. So jump on into the Dividend Cafe!

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

The Financial Implications of Winning or Losing the Trade War Oct 16, 2019

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Topics discussed: The market loved the word Friday that the trade war talks did not blow up, and that they, in fact, have created the possibility of a reasonably positive “phase one” deal. The issues around the trade war and their impact on the economy, the market, and the political atmosphere, are all so significant, they warranted a SPECIAL podcast discussion with our investment committee. So listen or view below as you wish, and reach out with any questions! This is a very comprehensive discussion of the whole matter, and you deserve to have the misinformation made right.

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

High Drama as Trade Talks Continue Oct 11, 2019

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Topics discussed: Some day-to-day volatility in the market unsurprisingly surfaced in markets this week as we were down 100, down 300, then up 200 the first three days of the week, all around various chitter-chatter as to where China-trade talks were or were expected to be or were rumored to go or whatever ... This is a frustrating Dividend Cafe to send because I have no choice in terms of the timeline but to submit it before we have gotten real reports on how the trade talks have gone Thursday, and yet you will be receiving this Friday and of course by now there may very well be some updated report as to how the status of such talks. Of course, by early next week, I will provide an interim Dividend Cafe to give an update on the state of affairs ...

The trade talks are the largest macro issue to watch right now, as once again the futures market has all but fully priced in another Fed quarter-point rate cut (at the October FOMC meeting at the end of the month). But markets are likely to respond to earnings results as the new season kicks off this coming week. Expectations are again reduced so how companies report revenue and profit results from the quarter that just was, and what sort of guidance they offer about expected results in the quarters ahead, are very likely to move the needle (in the overall market level, and of course in individual company results).

This week's Dividend Cafe is really focused on the economy, the Fed, politics, and earnings. We look at a preview of earnings season, the idea of a QE4 coming, a deeper dive on economic indicators, and of course, Politics and Money. Grab your coffee, and jump on into the Dividend Cafe ...

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

Earnings Season Expectations Oct 09, 2019

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Topics discussed:

As hard as it may be to focus on anything other than political drama and the China trade war, we actually have an earnings season starting next week. Listen in or watch as our Investment Committee dives into all our expectations and thoughts of the earnings season that is about to begin, and what it means for investors.

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

It's the Economy, Stupid Oct 04, 2019

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Topics discussed: As of press time the market was down significantly on the week, down approximately 800 points on the Dow since Tuesday morning. Believe it or not, Tuesday/Wednesday were the first back-to-back days of down over 1% (each day) in the S&P 500 all year. We need to look at what the issues are in the market, what to expect as we get into the fourth quarter, and look at the variety of issues that actually matter right now in markets and the world economy. From manufacturing to impeachment and lots of politics, we have it all in this week's Dividend Cafe.

This Week's Market Drop
Manufacturing and Services Sector Data
The Trade War's Effect on the Economy
Markets and Impeachment
Europe is a Debacle
Politics and Markets

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

How Investors Should be Thinking about Politics and their Portfolios - TBG Investment Committee Oct 01, 2019

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Topics discussed: What does history tell us about political ramifications to one’s portfolio decision-making? What are the four categories we look at when evaluating political relevance to market action? And what ought investors do in these highly complicated times? This latest podcast/vidcast from our investment committee provides a quality perspective on how to think about the present environment, and will leave you with actionable takeaways on what should be done, and just as importantly, what should not be.

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

The Most Political Dividend Cafe Ever Sep 27, 2019

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Topics discussed: With the trade war still front and center in the global economy, earning season three weeks away, and continued questions about the Fed’s plans floating around, why did all market conversations seem to slip into the background this week? Oh yes, the perpetual reality show that is Washington D.C. took over the news this week, and it has led to maybe the most political Dividend Café of recent memory. Now fear not, there is ample coverage of U.S. economic health, monetary policy, and the investment issues near and dear to your heart, but some extensive political-economic commentary is warranted this week. So jump on into the Dividend Café, and we’ll do our best to offend no one, or everyone.

Mandatory Fed Discussion
An economic reality check
Summary of the economic outlook
Are households vulnerable to equity prices?
Small-cap warning
Big word jargon to describe Fed failures

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

Index Funds as Weapons of Mass Destruction Sep 25, 2019

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Topics discussed: Our investment committee creates this podcast for you to tackle a variety of issues pertinent to investors. The mass increase in the popularity of index funds is the latest topic, only we don’t do it with the dryness and academic focus many advisors may pour on this topic. Rather, we delve into the subject of index funds with a view towards what matters to investors, where risks may actually exist, and what we believe can be done about it. This is worth your time to listen to or view!

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

The FED did What?? Sep 20, 2019

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Topics discussed: Some weeks are filled with little news but lots of market volatility, and then there are weeks like this one, where there actually was very little market volatility, but a lot of news. In this week's Dividend Cafe, we dive into what will be some of the biggest news events of the year, and question why there wasn't a bigger market impact from it all. Investors wanting to understand better what the Fed did this week, what they didn't do, why they did it, and what it means to them, will be well-served to jump into the Dividend Cafe!

We won't just leave you with a little Fed discussion and some thoughts on Oil and the Saudi attack ... The dollar, the trade war, negative yields, and even fracking get a little attention as well. This is a "do not miss" visit to the Dividend Cafe.

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

What Makes a Good Stock? - TBG Investment Committee - 9/17/19 Sep 18, 2019

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4/5ths of The Bahnsen Group's investment committee tackles this week's outlook on the Fed and interest rates, the dicey situation with Iran and the market's response, and most importantly; What makes a good stock?

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