Episode 311: Price Discovery and the Human Spirit

In this week’s Dividend Cafe we will:

1. Summarize this week’s action in the market, with a summary of the better-than-expected July jobs report
2. Look at the intense pursuit for a COVID vaccine and what that means for markets
3. Add a little detail and caveat to the current market rally, and big tech’s role within it!
4. Discuss what it will taken to energize midstream energy
5. Correct the record on Q2 GDP growth
6. Think through the growing tensions with China
7. Simulate the stimulus
8. Look under the hood of the current state of the economy (pretty extensively), covering manufacturing, auto sales, hotel traffic, restaurant traffic, and all the things …
9. Politics & Money – the polls are tightening, and we look at a long-held theory about predicting the Presidential winner …
10. Chart of the Week – our cup runneth over with optimism for dividend growth, thanks to present conditions, and past lessons

11. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com