The Dividend Cafe

Topics discussed: We have spent way too much time talking about the trade war, tariffs, the Fed, and Trump this year, and not nearly enough time talking about sustainable growth in the emerging markets. Our Investment Committee thoroughly unpacks what we believe to be one of the more intriguing parts of our investing worldview at The Bahnsen Group in this extensive and thought-provoking discussion. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Topics discussed: Greetings from New York City where I actually spent a day in Connecticut this week with clients and another day in Boston with clients and investment banks. I am en route back to California as this is being delivered to you, where I will immediately experience a 50-degree bump in weather from departure city to arrival city. Markets had no such weather volatility this week as things were reasonably tame yet again (at least as of press time). This has thus far been a very flat week in markets both from start to finish but also intra-day as well. I think the reason for that is examined in a clear and understandable way in this week's Dividend Cafe. But I strive to do a lot more in the Dividend Cafe this week than just look at the week that was in markets ... We look at the full scope of the China trade status, going into 2020, we look at the cash on the sidelines of the American economy, and we look at where growth can be expected to be for years to come (this is my favorite section of the Dividend Cafe this week!). I even offer a periodic reminder on the realities of gold investing, and of course, offer the normal mix of politics and money. Click on in, check it out, and welcome to the Dividend Cafe! Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Topics discussed: I am quite happy to say that this week's market saw several new all-time highs reached (Dow and S&P 500) - more on that in the Dividend Cafe - but additionally happy to say that the reason for such was largely centered around pretty significant movement in the China trade talks ... So we unpack at great length this week all going on with the trade talks, and we also cover the math of "all-time highs." We also get to discuss manufacturing, the crazy IPO market, the reason people like the stock market right now (us too!), and so much more. This is a weekly Dividend Cafe I am proud of - click on in ... Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Topics discussed: Our 14th annual New York due diligence trip featuring 20+ meetings with top portfolio managers, economic strategists, and alternatives partners was a whirlwind, and in this special podcast, we invite you into the key takeaways for us on this significant trip. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Topics discussed: And just like that, we find ourselves in the month of November, a stunningly quick completion of the first ten months of the year. This means that we are now officially in the holiday season, that the Presidential election is only one year away, and that end of the year portfolio re-positionings are on the top of everyone's mind (okay, not everyone's, but at least ours). This week's market produced all-time highs in the S&P 500, and this week's Dividend Cafe looks at why that is, how painfully unintelligent it is to think that "an all-time high" is something to be afraid of, and why the Fed did what they did this week. There is plenty to chew on, so please do grab a coffee, and jump on into the Dividend Cafe ... Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Topics discussed: Greetings from New York City where we are approaching the end of an intense week of meetings, discussions, debates, analysis, and soon, decisions. It has been invigorating and we still have a couple of days of meetings to go, so a more comprehensive download will linger for another week. But in the meantime, this week's Dividend Cafe will recap the week in markets, offer an update on the Fed, explore the latest on NAFTA 2.0, seek to scare you a bit, and seek to encourage you a bit. There is also yet another pretty comprehensive analysis of the political landscape and what it means to markets right now. So jump on into the Dividend Cafe, and let's explore the latest and greatest in the world of investing. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Topics discussed: Greetings from the financial capital of the world that is New York City where I have officially begun my annual "due diligence" week, and where another week in the markets deserves comprehensive analysis. We focus our efforts this week on what was done and not done in the "pre-written, phase one" trade deal, but we also delve into Brexit, the yield curve, Elizabeth Warren proposals, and even the lottery this week. But one thing I ask this week - persevere through all the weekly commentary to get to the "economic lesson" of the week. It is the subject most near and dear to my heart this week, and hopefully will be well worth the listen. So jump on into the Dividend Cafe! Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Topics discussed: The market loved the word Friday that the trade war talks did not blow up, and that they, in fact, have created the possibility of a reasonably positive “phase one” deal. The issues around the trade war and their impact on the economy, the market, and the political atmosphere, are all so significant, they warranted a SPECIAL podcast discussion with our investment committee. So listen or view below as you wish, and reach out with any questions! This is a very comprehensive discussion of the whole matter, and you deserve to have the misinformation made right. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Topics discussed: Some day-to-day volatility in the market unsurprisingly surfaced in markets this week as we were down 100, down 300, then up 200 the first three days of the week, all around various chitter-chatter as to where China-trade talks were or were expected to be or were rumored to go or whatever ... This is a frustrating Dividend Cafe to send because I have no choice in terms of the timeline but to submit it before we have gotten real reports on how the trade talks have gone Thursday, and yet you will be receiving this Friday and of course by now there may very well be some updated report as to how the status of such talks. Of course, by early next week, I will provide an interim Dividend Cafe to give an update on the state of affairs ... The trade talks are the largest macro issue to watch right now, as once again the futures market has all but fully priced in another Fed quarter-point rate cut (at the October FOMC meeting at the end of the month). But markets are likely to respond to earnings results as the new season kicks off this coming week. Expectations are again reduced so how companies report revenue and profit results from the quarter that just was, and what sort of guidance they offer about expected results in the quarters ahead, are very likely to move the needle (in the overall market level, and of course in individual company results). This week's Dividend Cafe is really focused on the economy, the Fed, politics, and earnings. We look at a preview of earnings season, the idea of a QE4 coming, a deeper dive on economic indicators, and of course, Politics and Money. Grab your coffee, and jump on into the Dividend Cafe ... Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Topics discussed: As hard as it may be to focus on anything other than political drama and the China trade war, we actually have an earnings season starting next week. Listen in or watch as our Investment Committee dives into all our expectations and thoughts of the earnings season that is about to begin, and what it means for investors. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com