The Dividend Cafe
The Dividend Cafe
The Bahnsen Group
Thursday - January 9, 2025
6 minutes Posted Jan 9, 2025 at 9:59 am.
Introduction and Market Closure
Upcoming Economic Data
Dividend Cafe Annual White Paper
Macro Research Insights
Investment Strategy and Philosophy
Conclusion and Weekend Plans
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6:37
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Show notes
Market Closure, Payroll Data & Investment Insights - January 9th Edition
In this episode of Dividend Cafe, Brian Szytel discusses the market closure in observance of President Carter's funeral and offers condolences to those affected by California wildfires. Brian highlights the anticipation around non-farm payroll data, expected unemployment rates, and wage growth stats. He also introduces David's annual white paper summarizing the investment outlook and reflections on past predictions. Brian emphasizes the value of reading macro-related research but cautions against overly relying on it for portfolio strategies. The focus remains on bottom-up fundamentals for security selection and asset allocation. He concludes with a nod to the upcoming wildcard weekend in sports.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com