Aug 2023 — Aug 2023
Aug 18, 2023 • 27 minutes
In this week’s Dividend Cafe we are going to take a look at the state of affairs in China and offer a little forecast as to where they may be headed.
Aug 17, 2023 • 8 minutes
For all the back and forth on where rates will go, what the Fed will do, and will those things need to get restrictive enough to break something in the economy, so far, it has yet to materialize meaningfully.
Aug 16, 2023 • 11 minutes
Following yesterday’s dismal economic data out in China and the largest rate cut there in 3 years, there was some add-on stress revealed in the real estate and financial markets today.
Aug 15, 2023 • 11 minutes
I believe the Fed has rates way too tight right now, and I further believe it is for all the wrong reasons.
Aug 14, 2023 • 16 minutes
Producer Prices were up +0.8% year-over-year in July (yes, less than 1%). Prices for intermediate processed goods are down -7.8% versus a year ago.
Aug 11, 2023 • 36 minutes
This week we seek to unpack this whole subject of companies paying dividends - why they do it, should they do it, and what does it all mean.
Aug 10, 2023 • 10 minutes
Be careful about applying an investment conclusion to your forward-looking premises. As I always say, it will be hard enough for your premises to come true.
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