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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press) and The Case for Dividend Growth: Investing in a Post-Crisis World (Pos ...
 
A show about the perilous state of the Golden State—and what that means for you, wherever you live. California is the hothouse lab of the Left, the nation-state creating the statist policies, art, and lifestyles of the future – and generating the political dollars to make them a reality in a community near you. Hosts Will Swaim (California Policy Center) and David Bahnsen (The Bahnsen Group, Fox Business News commentator, conservative activist) beam this weekly show internationally, from mos ...
 
A perspective on markets that is anything but traditional, join David L. Bahnsen as he unpacks impactful investment principles that aim to create long-term success. Challenging, high-energy, and devoid of fluff and nonsense, this is your source for timely market insights, and a committed viewpoint on all things investing. We are not looking to show you our investment intelligence; we are trying to grow your own!
 
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• The big unknown of corporate profits in the here and now and future• Impact of perpetual quasi-COVID lockdowns• The ambiguity of the present economic condition• Operation Magnify• Why financial services are under-valued, but not for the reason many think• A sober assessment of the state of stock buybacks• Why corporate bond yields matter so much …
 
The market dropped 130 points today (Dow). Futures were down 300 when I woke up this morning and the market opened down 300, then actually went up on the day, then fell over 300 again, then zigged and zagged into the close before closing down 130 (-0.47%). The Nasdaq was down 1.25%, and it remains off right around 10% from its high. The weekly jobl…
 
David and Will discuss the reigning narrative that California’s wildfire catastrophe are the result of climate change. In other news: Daily Wire leaving LA, and USC’s latest defeat in the woke wars. Music by Metalachi. Contact: dbahnsen@thebahnsengroup.com Will@calpolicycenter.org Follow Us: @DavidBahnsen @WillSwaim @TheRadioFreeCA Show Notes: Acad…
 
COVID Health Information• The seven-day average of 34.7k new daily cases is down 48.4% from the July 22 peak. • The BioNTech/Pfizer vaccine project has said they believe it is “likely” their vaccine will be distributable before the end of the year. They obviously cannot predict what the FDA approval process will look like but there seems to be a lo…
 
The market dropped 400 points today despite opening up over 200 points. The 600-point intra-day reversal was led by the Nasdaq’s almost 400-point intra-day reversal, bringing the recent peak-to-trough drop now to ~9.6%, so not quite 10% correction territory on a closing basis. There was not a particular catalyst to the sell-off. The weekly jobless …
 
David and Will review the politicization of human intimacy, this week starring Kamala Harris’s bedside ministry to Jacob Blake, state Senator Scott Wiener’s bill to legalize pedophilia, and the Oscars’ newest diversity initiative. Bonus: Nancy Pelosi fights for her most valued constituents (rich Californians in need of a federal tax break) and the …
 
The market dropped for the third day in a row, again led substantially by the sell-off in big tech (the Nasdaq is down 10% since last Wednesday’s late day high). The Dow is down ~1,600 points since mid-week last week, about half of the drop in the Nasdaq in percentage terms. Futures were pointing up ~200 points last night, but today the market open…
 
In this week’s Dividend Cafe we will address all of this and more: • Market week in review – is this the tech correction we have been anticipating???• A vast and thrilling ride through the world of zero% interest rates, and what this new monetary regime means for the economy, the future, and oh yeah, all investors!• A tale of two economies• Somethi…
 
COVID Health Information • Confirmed cases in the U.S. are running about flat this week to last week, which leads some to say, “oh good, cases are not further increasing,” and it leads others to say, “see, the rate of decline has flat-lined.” It would seem to me that neither posture is the most astute given all we have learned, particularly in the …
 
The state’s bill-o-matic legislative session ended this week, and with it comes the end of Santa Barbara senator Hannah-Beth Jackson’s 14-year reign of error. David and Will consider Jackson’s Constitution-busting legislative history, Donald Trump’s bizarre foray into the eviction-moratorium debate, and the profusion of California obituaries. Bonus…
 
The extraordinary drop in new cases has slowed down, as expected. New cases seem to have flat-lined even as hospitalizations and mortalities continue declining, pointing to the increasingly less symptomatic and lethal nature of COVID cases currently being tested. Color me confused by analysts and experts who are confused by the low mortality metric…
 
In this week’s Dividend Cafe we will: • Review the week that was in markets • Really spend the time we need looking at what the Fed has done, will do, and will never, ever do • Provide five key investment implications to the monetary regime we now live in • Do a “Euro”pean history lesson for you, and look at what that means for investors now • Prov…
 
The market rose 160 points today, perhaps from a mix of reasons (Fed talk, hurricane control, and COVID testing news – see below). The S&P was up just a tad, and the Nasdaq was actually down on the day. I do feel like today’s missive is a meaty one, so I hope you will enjoy reading it as much as I enjoyed writing it. I confess, this “every other da…
 
Nearly four years into operation, the California Resistance has produced schools that won’t educate, an ineffective (when not destructive) response to COVID-19, million-acre wildfires, and government-imposed blackouts as a sacrificial offering to Mother Earth. David and Will discuss the week’s developments, and take a look at the highs and lows — a…
 
The market dropped 60 points today but the S&P and Nasdaq were both up. It was a pretty mixed day across sectors and market categories. I am going to write more about it in Friday’s Dividend Cafe but the news today that Secretary Mnuchin and Trade Representative Robert Lighthizer spoke with Chinese Vice Premier Liu He yesterday, and that all commit…
 
This week we look at … • The week that was in the market (and get ready for the final week of August ahead)• Really, truly unpack why dividend growth investing is so important, and why the dividend itself is such a small part of that, and yet such a big part of it• The deflationary nature of debt, and how all that works … A special feature!• Valuat…
 
The market was up ~50 points today with the S&P and Nasdaq up higher than the Dow on a percentage basis. Markets had been down last night in very late night futures ~200 points, allegedly on Fed comments regarding yield curve control (please). Then markets evened up, allegedly on reports that China trade talks were re-scheduled (please). Then marke…
 
Governor Gavin Newsom looks everywhere but the mirror for an explanation of this week’s “unacceptable” blackouts. In other news, David and Will consider the sideshow over Kamala Harris’s citizenship, the role of religion in politics, the National Football League’s canonization of Stephon Clark, and why two state lawmakers think their proposals to t…
 
• Market Recap of the week that just was• A little reality check on interest rates• A report card for earnings season for Q2• Anyone remember China?• Commercial real estate lending• Restaurants looking for some help – and possibly going to get it• Is our monetary system working?• Economic report card for the week (jobs, retail sales, consumer credi…
 
The market dropped 80 points today though at one point was down ~200 points before rallying over half of the ddrop back in the final hour of trading.The weekly jobless claims came in below one million (963,000 to be precise), below the symbolic million mark for the first time since the COVID moment began, and well below the 1.1 million expectation.…
 
David and Will consider the record of Joe Biden’s VP nominee, lament the cowardice of West Coast college football, and discuss the resignation of Governor Gavin Newsom’s top doc. Music by Metalachi. Contact: dbahnsen@thebahnsengroup.com Will@calpolicycenter.org Follow Us: @DavidBahnsen @WillSwaim @TheRadioFreeCA Show Notes: Biden picks Kamala Harri…
 
Market futures were up another 250 points at 3:45am this morning and I immediately thought, “Oh, does Iran have a working vaccine now?” (If you are missing my joke, see yesterday’s missive on Russia). But in all seriousness, markets continue to be trading with very positive sentiment, and with no regard for a stimulus deal (more on that below). The…
 
Market futures were screaming higher yet again when I woke up at 3:30am PT this morning, and if the headlines were to be believed (they often aren’t in financial media), it was because the market was reacting to Russia’s claim to have a working vaccine for COVID-19. The market opened 300 points or so, stayed up most of the day, but then sold off la…
 
In this week’s Dividend Cafe we will: Summarize this week’s action in the market, with a summary of the better-than-expected July jobs report Look at the intense pursuit for a COVID vaccine and what that means for markets Add a little detail and caveat to the current market rally, and big tech’s role within it! Discuss what it will taken to energiz…
 
David and Will wonder: Are “learning pods” a hate crime? What’s the meaning of the first COVID-19 death of a California child? Is LA’s distance-learning plan for fall a “smart start” or just a repeat of last spring’s dumb failure? Is the California Bar exam racist? Bonus: Entertaining ourselves (Netflix, Hulu, and the Great Books podcast) in the pl…
 
The market was pointing down over 100 points in the morning futures this morning, but reversed into positive territory when the weekly initial jobless claims came in at 1.18 million vs. the 1.42 million expected (the lowest weekly claims number since the March lockdowns began). After a grind throughout the day, and this time led by technology, the …
 
The market rallied 375 points today, again closing at its highest point of the day as late trading added momentum to the market. Clearly expectations are high for a stimulus deal, there was a bit of curve widening helping banks today, and earnings season was substantially better than had been anticipated. I would love to credit the vastly improving…
 
The market was up 164 points today, though the % move up in the S&P and the Nasdaq was less. There was a little move up to start the day, then a flat range for most of the day, followed by a dip, and then a rally into the close. My own feeling is that investors are a little hesitant to be unexposed into a close out of fear that a stimulus deal may …
 
COVID Health Information • There is discussion of testing coming down in the last few days and it will be useful for validation of case reductions and so forth if the testing does not slow down – for the case declines to be accompanied to steady or growing testing, not reduced testing. The best way to measure that is in the positivity rate, of cour…
 
In this week’s Dividend Cafe we will … Give a quick summary of the market this weekDo a deeper dive into all the rage in big techQuestion if big tech is the only game in town to invest in innovationLook at health care spending in Q2 and why it may shock youAnalyze the dollar’s declineExplore the power of the Fed, in very practical terms …Wonder out…
 
COVID Health Information • The seven-day average of new tests is now 820,000, a new high (by far). Nationwide, the increase in cases over the summer is practically in line with testing increases. It is the select states where positive cases outpaced increases in testing. • Add Johnson & Johnson’s Ad26.Cov2-S to the list of vaccine candidates showin…
 
COVID Health Information In the “F.A.C.T.” section below, you will see what I believe is the most important data point this summer around the Arizona/New York case data … Yesterday’s new cases vs. the Tuesday of last week declined 4.5%, making it the third day in a row of week-to-week decline, something that Pantheon pointed out to me this morning …
 
David and Will offer recommendations on the twelve ballot propositions California voters will face this November — complete with time-saving tips for less ambitious voters. Music by Metalachi. Contact: dbahnsen@thebahnsengroup.com Will@calpolicycenter.org Follow Us: @DavidBahnsen @WillSwaim @TheRadioFreeCA Show Notes: Ballotpedia’s guide to the pro…
 
COVID Health Information • Cases were down 8.3% from the same day last week, and these two consecutive days of week-over-week decline represent the first two days of such in about eight weeks. • Testing is up, case growth is dropping, so positivity rate is dropping. All data points have more room to go, though. • The vaccine candidate from Pfizer/B…
 
Today's Dividend Cafe reminds of the uncertainty that exists around the world today. Europe may seem to have rectified some parts of their uncertainty, but they invited new uncertainties in doing so. The U.S./China tensions are not solving themselves, and you may have read somewhere that COVID case growth hasn't solved itself yet either (highly con…
 
Data this week has been quite a mixed bag with some of the encouraging data being more encouraging than I expected, and some of the negative data being more negative than expected. “Sustained outright declines in new cases are not that far off” [Ian Shepherdson, Pantheon Macroeconomics], but right now we are just watching the new case curve peak, a…
 
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