The Dividend Cafe Wednesday - April 24, 2024
The Dividend Cafe
by The Dividend Cafe - The Bahnsen Group, The Bahnsen Group
4h ago
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com ..read more
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The Dividend Cafe Tuesday - April 23, 2024
The Dividend Cafe
by The Dividend Cafe - The Bahnsen Group, The Bahnsen Group
1d ago
A daily summary of key market data and economic nuggets. Reach out with questions anytime! Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com ..read more
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The Dividend Cafe Monday - April 22, 2024
The Dividend Cafe
by The Dividend Cafe - The Bahnsen Group, The Bahnsen Group
1d ago
Today's Post - https://bahnsen.co/3wbacib Welcome to the new and improved Dividend Cafe. What you see today will be a weekly Dividend Cafe each and every Monday from yours truly, complete with a podcast and video. It has come for years now on Monday, once under the umbrella of “COVID & Markets” and after that under “The DC Today.” We are simply incubating it under Dividend Cafe, so there is just one list, one website, and one brand behind it all. You will note on the home page of Dividend Cafe that we are running a daily market recap that will include closing data every day along with key ..read more
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Bad Drivers, Good Dollars, and Crony Deals
The Dividend Cafe
by The Dividend Cafe - The Bahnsen Group, The Bahnsen Group
5d ago
Today's Post - https://bahnsen.co/3JLnpSl It has been an interesting week in the market, but as you will see in the first paragraph below it may seem like nothing happened whatsoever. That is more common than people think. Today we visit the state of the U.S. dollar, the “safe haven” of bitcoin, the politics of oil, the nature of contrarian investing, and more. Just a lot of easy-bite tidbits to edify you this beautiful spring weekend. And before I remind you that a new and improved Dividend Cafe is coming any day, jump on in, to this Dividend Cafe! Links mentioned in this episode: TheDCToday ..read more
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The DC Today - Thursday, April 18, 2024
The Dividend Cafe
by The Dividend Cafe - The Bahnsen Group, The Bahnsen Group
6d ago
Today's Post - https://bahnsen.co/3w8tK6R Somewhat of a repeat of yesterdays market action with a positive morning failing to hold momentum and falling off into the close in more consolidation in markets around rates. We did eek out a small gain on the Dow, but the SP500 closed slightly lower for the fifth session in a row. The 2-YR Treasury is back to YTD highs at just under 5% and 10-YR was up 5 bps today to 4.63%. For what was on the docket today in the economic calendar, mostly good news. Jobless claims, existing home sales and manufacturing data all modestly ahead of expectations, but it ..read more
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The DC Today - Wednesday, April 17, 2024
The Dividend Cafe
by The Dividend Cafe - The Bahnsen Group, The Bahnsen Group
1w ago
Today's Post - https://bahnsen.co/3TX5X1I What started off as a positive trading morning, slid negative as the day progressed. Powell’s comments yesterday were debated as to whether he took his ‘Pivot’ from October back. Not to worry, because first, I don’t think he did take it back and two rate cuts are still priced in to Fed futures, and second, as I mentioned yesterday there is enough in the economy that is good at this time to withstand a delayed move lower in rates by a few months. The Fed’s beige book out today supported that general positive undertone in the economy which helped us off ..read more
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The DC Today - Tuesday, April 16, 2024
The Dividend Cafe
by The Dividend Cafe - The Bahnsen Group, The Bahnsen Group
1w ago
Today's Post - https://bahnsen.co/3Q5001u A mixed day of trading between positive and negative all morning and right into the market close with the Dow slightly higher and both the S&P 500 and Nasdaq just below fair value. Rates continue their move higher, with the 10-year up 4 bps and now at the 4.66% level. So aside from what so far has been a tougher start to the second quarter, a few things to keep in mind: Rates and Fed futures have reset higher based just as much on stronger-than-expected good things in the economy, such as earnings growth, GDP, and employment, as they have on inflat ..read more
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The DC Today - Tuesday, April 15, 2024
The Dividend Cafe
by The Dividend Cafe - The Bahnsen Group, The Bahnsen Group
1w ago
Today's Post - https://bahnsen.co/3Q2J5g8 Against Doomsdayism Where this Iran-Israel atrocity goes from here, what should and should not have been done, what and should not be done, what it will mean for markets and oil prices – all these things notwithstanding, the winner of the weekend appears to be anti-missile defense systems, first pursued by the Reagan administration in the 1980’s. The ability for this technology across multiple mediums to bat nearly a thousand in putting down missiles and drones coming in hot to do unspeakable damage is, well, vindicating. The specifics of the various t ..read more
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One of These Years is Not Like the Other
The Dividend Cafe
by The Dividend Cafe - The Bahnsen Group, The Bahnsen Group
1w ago
Today's Post - https://bahnsen.co/3JfyXwQ I cannot tell you how much fun it is for me to spend three hours on a Friday morning reading research. Reading when it is dark outside is the single activity that brings me the most joy, and I love the inspiration it fostered for today's Dividend Cafe Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com ..read more
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The DC Today - Thursday, April 11, 2024
The Dividend Cafe
by The Dividend Cafe - The Bahnsen Group, The Bahnsen Group
1w ago
Today's Post - https://bahnsen.co/3JfyXwQ A modestly positive day in markets overall today on some better-than-expected PPI numbers following yesterday’s selloff on CPI. So what one-day taketh, another giveth back (well, not quite). The Producer Price Index numbers showed a gain of just .2% for the month on headline when .3% was expected, and the Core PPI only gained .1% for the month. The takeaway is PPI is just not confirming a reacceleration in inflation on the wholesale side, which is a positive. We unpacked yesterday’s CPI numbers pretty well, I thought, but I am sharing this chart from o ..read more
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