The Halfway Point of 2023
The Dividend Cafe
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Introduction
The Dividend Cafe is a weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. This week, we look at the first half of 2023 as well as expectations going into the second half of the year. There will be three things I just want to quickly kind of say I consider to be pretty surprising in the firsthalf of the year: China's reopening that many, myself included, had expected,. The removal of lockdowns from the just insane and ridiculous and scientifically and medically naive and preposterous extensions of China.
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Transcript
