The Dividend Cafe

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The DC Today - Wednesday, September 20, 2023 Sep 20, 2023

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Today's Post - https://bahnsen.co/44YX2Am

The Fed basically was explicit in tying their “we need to stay restrictive” posture to the resilient economy (which, unfortunately to them, has been “expanding at a solid pace”).

The market was up +200 points before the announcement and press conference, it dropped -100, rallied back +100, then dropped -150 (so still up over +50 points) before closing down -77 points (but with the Nasdaq down -1.53%). Bond yields at first barely moved but then the short end moved up five basis points and the long end flattish.

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

The DC Today - Tuesday, September 19, 2023 Sep 19, 2023

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Today's Post - https://bahnsen.co/3LvZG9P

Oil hit a ten-month high this morning. Bonds continue selling off as yields continue rallying. Japanese ownership of Treasuries increased by $7 billion on the month, while Chinese holdings decreased by $13 billion.

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

The DC Today - Monday, September 18, 2023 Sep 18, 2023

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Today's Post - https://bahnsen.co/44YIrFd

Nothing like the Monday DCT with a great deal of stuff for you today about housing, policy, the economy, markets, and more!

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

What to Look For in an Advisor Sep 15, 2023

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Today's Post - https://bahnsen.co/3r79obX

Thursday afternoon I received an inquiry through the “questions” portal whereby a reader asked “how one is supposed to go about selecting a financial advisor” – attaching to the question the appropriate sub-questions around trust, qualifications, needs, and services. I know I have addressed this topic over the years but I think it has been at least five years if not longer, and it is a topic that you may be shocked to hear I have many opinions on.

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

The DC Today - Thursday, September 14, 2023 Sep 14, 2023

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Today's Post - https://bahnsen.co/3EGfov8

The European Central Bank (ECB) raised their rate to 4%, and bond yields FELL (go figure) – mostly because markets price in today what they believe about the future.

Job hirings have slowed, but job firings have too. We live in interesting times.

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

The DC Today - Wednesday, September 13, 2023 Sep 13, 2023

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Today's Post - https://bahnsen.co/44MsGRn

Today was a heavily anticipated news day for markets, with August CPI coming largely in line with expectations at .6% on headline inflation for the month and 3.7% year-over-year. As we had expected, higher energy prices moved that headline number, with gasoline specifically up 10.5%, which accounted for almost half of the total move higher in CPI. The Fed pays more attention to core CPI (ex food and energy), which was up .3% on the month and stands now at 4.3% y/y. All said, we got about what we had expected today: decreasing shelter costs offset a rise in energy prices to some degree, and Fed futures didn’t budge much. Yields were up a few basis points across most of the curve, and stocks held in.

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

The DC Today - Tuesday, September 12, 2023 Sep 12, 2023

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Today's Post - https://bahnsen.co/3PExy76

Mexico has the strongest currency in the world this year. Its stock market is on fire (near the best in the world this year), It has overtaken China as the biggest supplier of goods to the United States (did you know that?). Direct investment from foreign countries into Mexico is up +40% in 2023 alone. Do you see why I refer to “near-shoring” as much as “on-shoring“? The diminishment of supply chain dependency on China in the United States is happening. But it may prove to be much more of a Mexico story than a Rust Belt story.

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

The DC Today - Monday, September 11, 2023 Sep 11, 2023

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Today's Post - https://bahnsen.co/4680dH4

The first thing I will say before delving into this September 11 edition of DC Today as I sit here in New York City is that I honor those who were killed that day, and I will never, ever forget the atrocity that it was. I have written about this day in a very special Dividend Cafe before (I encourage you to re-read it), but regardless, whether it has been 22 years or when it is one day, 52 years, I will never, ever forget.

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

If Only One Could Predict the Future, It Still Wouldn’t Matter Sep 08, 2023

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Today's Post - https://bahnsen.co/3PxghfG

Today, I would like to use the last five years to make some broader points about the realities of investing. Evergreen realities are, well, permanent. Yet we find within the last five years some serious bold-faced reiteration of these realities to which I refer (and as you will soon see, there actually is a particular single reality most on my radar this week).

So, in this week’s Dividend Cafe, we will look at the last five years and extract from this little short-term window some big-picture lessons that are sure to matter for more than just the last five years. Consider it part “History” (albeit recent history) and part “Investing 101” …

Jump on into the Dividend Cafe!

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

The DC Today - Thursday, September 7, 2023 Sep 07, 2023

Show notes

Today's Post - https://bahnsen.co/466evrH

Markets acted a little more 2022-ish today, with defensives all up and Technology way down. Reports of a Chinese iPhone ban from government departments took a toll, and the U.S. dollar may be headed to its eighth consecutive weekly increase (longest streak since 2005 if it holds).

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

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