The Dividend Cafe

Today's Post - https://bahnsen.co/3KhwHpc A special Tuesday edition owing to the Memorial Day holiday. The podcast covers a range of topics starting with a market recap, touching on the industrial and healthcare sectors, and explaining the unusual trading patterns in the Dow, Nasdaq, and S&P 500. Financial intricacies such as market breadth and credit spreads are discussed, along with the curi...

Today's Post - https://bahnsen.co/3UYlHC2 David discusses recent market volatility, highlighting large fluctuations in the Dow over the past few months. He emphasizes the importance of avoiding high-risk trades and the hazards of following market trends blindly. The speaker delves into various investor sentiment indicators, such as credit spreads and the VIX index, suggesting a current market frot...

In this episode of Dividend Cafe, the discussion revolves around a significant downturn in the market with the Dow closing over 600 points lower. However, some sectors, especially those related to AI technology, showed positive performance due to favorable earnings results. The episode delves into recent economic indicators, highlighting PMI data showing the economy's accelerated growth in May, wi...

This episode of Dividend Cafe offers a commentary on the recent market downturn, noting a 201 point drop in the Dow and a slight rise in volatility. The Federal Reserve's May meeting minutes are discussed, revealing some disappointment in inflation data but maintaining a medium-term 2 percent inflation target. The episode also covers lower than expected April existing home sales, likely due to tig...

This episode of Dividend Cafe provides a weekly market commentary with a focus on dividends and economic insights. On May 21, the markets saw a slight increase despite the lack of major economic news, with the Dow up by 66 points and both NASDAQ and S&P 500 up by about a quarter of a point. Interest rates were slightly down, with the 10-year treasury dropping three basis points. Fed officials,...

Today's Post - https://bahnsen.co/3ypYWzx We recap market activity on Monday, May 20th. The Dow started positively but lost momentum, closing down 196 points. The S&P and NASDAQ saw modest gains. China's market performance may be indicating an upward trend. Additionally, there was news about a helicopter crash in Iran, potential Middle Eastern tensions, and upcoming OPEC meetings. There are po...

Today's Post - https://bahnsen.co/3QOLsna The second quarter of 2024 hit its midpoint this week, and markets have continued with what has been a big rally in the month of May.  As earnings season has now concluded and the Fed is sidelined for a bit, we might expect things to chill out for a bit, but markets never sleep, so who knows.  But this week’s Dividend Cafe does give you a pretty good look...

Market Update and Economic Indicators: A Snapshot In this episode of Dividend Cafe, recorded on Thursday, May 16th, the host provides a summary of the day's market activity, noting a flat day in the markets with a brief touch on 40,000 points on the Dow. Despite a mild decline by the close, bond yields rose slightly, and recent economic indicators including the CPI data, Philly fed and empire stat...

Market Update: A Positive Turn with Cooler Inflation Numbers This episode of Dividend Cafe provides a financial market update for Wednesday, May 15th, marking a positive trading day with the Dow up by 349 points and a rally in bonds. The episode highlights a cooler than expected Consumer Price Index (CPI) for April at 0.3%, indicating a positive trend in inflation rates. The Producer Price Index (...

A daily summary of key market data and economic nuggets.  Reach out with questions anytime! questions@thebahnsengroup.com. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/3UXaYJe Markets opened to the upside and then spent the first half of the day declining (but not by much) and the second half of the day around that declined spot. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/4afqiVW As I finish up this writing Friday morning the Dow is tracking for its eight consecutive day in positive territory (I have little doubt that my mere typing of that sentence likely jinxed it). The market reversal from April into May can be credited to a combination of: Renewed acknowledgment that regardless of when the Fed begins cutting rates they have mad...

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

A daily summary of key market data and economic nuggets.  Reach out with questions anytime! Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A daily summary of key market data and economic nuggets.  Reach out with questions anytime! Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/44ut20E The jobs report Friday was the talk of the town, with 175,000 new jobs being created in April, well below the 240,000 estimate. It was the government sector that most missed expectations, with the private sector representing 167,000 of the new jobs. The unemployment rate ticked up to 3.9%. Wages were only up +0.1% on the month and are now up +3.9% year-ove...

Today's Post - https://bahnsen.co/4bjQ9x6 “Sell in May and go away” became an adage some people love to say in our business, and I really have no idea where it came from. Whenever people ask me if we follow that adage I reply the same as I do about any other “adage” – things that are made up to offer a cute rhyme may not necessarily be the best way to formulate an investment policy. Some months ma...

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

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

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

Today's Post - https://bahnsen.co/4dd0xsl Economic Front The big economic news last week was the 1.6% annualized real GDP growth for Q1 when +2.5% had been expected. The 3.4% of Q4 (again, all these numbers are annualized, which is just how they get discussed) was not going to repeat itself, but 1.6% vs. 2.5% projected and 2.7% in the Atlanta Fed’s GDPNow model was a big step down. The positive si...

Today's Post - https://bahnsen.co/49UmDwH The first thing I will say is that by popular demand, we will be adding back the “What’s on David’s Mind” to the Tuesday/Wednesday/Thursday email blasts starting next week for Dividend Cafe subscribers (and on some days, “What’s on Brian’s Mind”). By and large, the feedback to the newly revamped Dividend Cafe has been overwhelmingly positive, and a few kno...

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

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

A daily summary of key market data and economic nuggets. Reach out with questions anytime! Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com