Podcasts about Dow

Many chemical companies are trading near 5-year lows. Are they deals? (1:00) - Can You Find Strong Value Investments Within The Chemical Industry? (7:30) - Tracey's Top Stock Picks (25:00) - Episode Roundup: EMN, DOW, SCL, JMPLY

The revenue of US dividend stocks isn't necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or geopolitical risks. That's due to international revenue exposure: Some US-based companies earn 50% or more of their money outside of the country. A recent analysis of 35 dividend-paying stocks in Morningstar's DividendInvestor newsletter found several well-known names generate sizable revenue overseas. So, how should investors balance US vs. non-US equity exposure? Morningstar's DividendInvestor newsletter editor David Harrell explains what investors should know. Learn about Morningstar's new Medalist Ratings for semiliquid funds during a live webinar on Morningstar's YouTube channel on Wednesday, September 10th. CEO Kunal Kapoor and Global Head of Manager Research Laura Lutton will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series. On this episode:You recently analyzed the international revenue exposure of dozens of dividend-paying stocks. But this wasn't the first time. Why did you decide to revisit this?Let's dissect the investigation. How did you choose which stocks to focus on, and what was the criteria? How did the recent results compare to the findings in 2021? Were there any surprises?Let's zoom in on the revenue. Which dividend stocks increased or decreased their US revenue exposure?Morningstar analysts consider some of these dividend payers undervalued. Let's first focus on names with more US revenue exposure. Who are they?Which companies with more international revenue exposure are undervalued?International stocks are having a long-awaited banner year versus US stocks. Are investors whose only international revenue exposure is these US-based stocks benefiting from this international rally?How should investors balance US vs. non-US equity exposure in their portfolios? That is, what if investors looking at their portfolio see that they have home-country bias? What should they consider from a diversification standpoint?Welcome to Investing Insights, Kunal. Let's get started with you telling the audience a bit about your career here at Morningstar. It started back in the late 90s, right?Your series, Investors First, is airing live on YouTube for the first time on September 10th. Can you tell us about the mission behind it? What are you hoping to achieve with the series?It's important to have these conversations with investors. What can Morningstar do to further empower them?Investors have experienced a lot of short-term volatility this year. How do folks stay focused on their long-term goals? Read about topics from this episode.  Subscribe to Morningstar's DividendInvestor newsletter. Why 2025 Is the Year to Invest in International Stocks Why It's Not Too Late to Add International Exposure What Investors Can Learn from Dow's 50% Dividend Cut Where to Find Bargain Stocks in an Expensive Market  Watch more from the Investors First series:Investors First: Evolving Expectations and Expanding Access Where Should Investors Look Next Among Economic Mixed Messages? Investors First: Navigating the Rise of Active ETFs in a Competitive Market Investors First: The Convergence of Public and Private Markets  What to watch from Morningstar. This Classic Investment Strategy Is Still Alive in 2025 These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?Why Bonds Belong in Your Diversified Portfolio (Even Now) Read what our team is writing.David Harrell Kunal KapoorIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Daily Market Recap: Mixed Market Movements and Bond Market Rally In today's Dividend Cafe daily recap, David Bahnsen covers the day's market activity with the DOW closing up 72 points, the S&P up 20 points, and Nasdaq up over half a percent. Despite Nvidia's slight decline, the overall market saw gains, especially in technology and communication services sectors. The bond market also saw a rally with the 10-year yield sitting at 4.2%. Defensive sectors like utilities and healthcare were in negative territory. Tune in tomorrow for a deeper dive into the private economy and the federal government's role as a shareholder. 00:00 Introduction and Market Overview 00:11 Stock Market Performance 00:47 Bond Market Update 01:18 Sector Performance 01:58 Conclusion and Upcoming Insights Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 More Farm Aid?5:05 More China Soybean News9:14 Vietnam Ethanol10:58 Mexico/China11:53 S&P Record High

How Honolulu police hunted down a 70-year-old man accused of starting a wildfire in Kunia last week. The Maui man accused of fatally shooting officer Suzanne O pleads not guilty to the crime. Authorities are searching for a motive after a gunman opens fire at a Catholic school in Minnesota.See omnystudio.com/listener for privacy information.

Cancelled tours on Kauai after a mishap involving a famed Fern Grotto boat. What went wrong and the latest on cleanup efforts. Students forced to switch schools. A plan to address crowded classrooms on Maui is catching some families by surprise. We hear from one frustrated parent. Hoping to upgrade your phone soon? Apple is getting set to unveil their newest models. When we'll get a look at the iPhone 17.See omnystudio.com/listener for privacy information.

An unexpected emergency on Kauai's famed Wailua river. A tour barge partially sinks, sparking concerns of oil pollution and forcing excursion cancellations. An electric vehicle ends up in the water off Ka'a'awa. What we're learning about how it got there. And a setback in the years-long conversation to restore the Waikiki Natatorium. The new proposed price tag to renovate the memorial.See omnystudio.com/listener for privacy information.

Spotlight Now welcomed Honolulu Mayor Rick Blangiardi to discuss key city issues, including the Wahiawa landfill site and efforts to retain police officers. Then City Council chair Tommy Waters discusses the recent shakeup in leadership at Honolulu Hale and the future of his political career.See omnystudio.com/listener for privacy information.

Developing news out of Minneapolis where at least two children are dead and 17 others injured in a shooting at a Catholic school. A 70-year-old man has been charged in connection with a wildfire that sparked in Kunia Saturday. And a crash involving a Honolulu police officer in a squad car sends a moped rider to the hospital.See omnystudio.com/listener for privacy information.

Mixed Market Day and Economic Insights – August 26 In this episode of Dividend Cafe, Brian Szytel provides an update from The Bahnsen Group's Newport Beach headquarters on a quiet market day with moderate gains in the Dow, S&P, and Nasdaq. Despite negative durable goods orders, results were better than expected. The episode also discusses mixed data from the Dallas and New York manufacturing surveys, the impact of federal economic policies, the Federal Reserve's role in buying securities, and slight declines in home prices and consumer confidence. Key upcoming data includes the PCE inflation gauge set to be released on Friday. 00:00 Introduction and Market Overview 00:36 Economic Data Highlights 01:47 Federal Reserve and Inflation Discussion 02:50 Housing Market Update 03:29 Consumer Confidence and Market Takeaways 03:51 Upcoming Economic Events 04:09 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Between a meeting with South Korean leaders, further tariffs, and foreign investments, this week has seen several headlines regarding Trump's economic agenda. On Today's Show:Lydia DePillis, New York Times reporter covering the American economy and Shawn Donnan, Bloomberg News senior writer, talk about the latest economic and tariff news, including U.S. investment in Intel, other deals involving foreign investment in U.S. businesses, and the Federal Reserve.

This week, the Justice brothers dive deep into Jerome Powell's Jackson Hole speech and what it means for the future of monetary policy. Is the Fed finally ready to cut rates—or is Powell once again too cautious, earning the nickname “Too Late Powell”? Matt and Mark break down Powell's dovish tone, the shift from inflation risk to labor market fragility, and how traders should interpret the Fed's pivot back to flexible inflation targeting. Then, the conversation moves into one of the most important technical developments of the year: multiple-time frame breakouts across the Dow, Russell 2000, and the Equal-Weight S&P. Breadth has returned to the market, strengthening the bull case beyond the mega-caps.  In “Stock It or Drop It,” the guys bring analysis and setups on some of the week's biggest movers: Nvidia, Zoom, Palo Alto, Walmart, Estee Lauder, and more. And in this week's Coaches Corner, they tackle trader lifestyle questions—from how much time you really need to dedicate to trading, to whether copying others' strategies can work, to the eternal debate of luck vs. skill. Insightful, actionable, and always entertaining —don't miss this episode of the Trading Justice Podcast.

Hawaii Island firefighters are making progress on two wildfires in Paauilo that had emergency responders and residents on high alert throughout the night. We're learning more about a Kahului home that went up in flames and how two good Samaritans brought its residents to safety. The man accused of dousing acid on a Chinatown chef enters his plea and learns his confirmed bail amount.See omnystudio.com/listener for privacy information.

The family of a Chinatown acid attack victim speaks out. A former Maui police officer pleads guilty in a case of excessive force. President Trump fires the Federal Reserve governor amid plans to tackle urban crime.See omnystudio.com/listener for privacy information.

Today's Post - https://bahnsen.co/4mqPbFc Dividend Cafe: Market Updates, Fed Insights, and Public Policy Developments In this Monday edition of the Dividend Cafe, David Bahnsen covers a range of topics including market performance, recent movements by the Federal Reserve, and significant public policy announcements. The DOW and other major indices experienced declines after a notable rally on Friday following Chairman Powell's speech at Jackson Hole. Public policy highlights include the U.S. government's equity interest in Intel and plans for future investments, as well as new tariffs on imported furniture. The housing market shows signs of trouble with declining permits and new home sales. The episode discusses the potential implications of Fed Governor Lisa Cook's investigation and offers insights into crude oil prices and midstream energy sectors. Finally, it reiterates the resilience of dividend growth investing amidst economic and policy uncertainties and previews Nvidia's forthcoming earnings report. 00:00 Introduction to the Monday Edition 00:20 Market Recap: A Look at Recent Trends 03:02 Public Policy Updates and Government Actions 06:00 Housing Market Insights 08:17 Federal Reserve and Economic Policies 11:08 Energy Sector and Investment Strategies 13:30 Conclusion and Upcoming Highlights Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On Friday the blue-chip Dow soared more than 800 points or nearly 2 percent to score new all-time intraday and closing highs, In the week ahead Friday's July personal consumption expenditure price index which is the Fed's preferred inflation gauge, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

Hour 1 opens with Marc Cox on federal troop deployment in D.C., the zero-murder week, talk of expanding to Chicago, and Brandon Johnson's threatened “uprising,” along with a comparison of the John Bolton raid to Trump's Mar-a-Lago raid. Marc then shifts to cool August weather, Dan Buck's new grandson, and concert talk ...from a Styx review to David Lee Roth's show and a Doobie Brothers ticket giveaway. In the third segment, Buck Don't Give a ---- with Dan Buck tackles crime, immigration enforcement, and Democratic resistance to tough policies. The hour wraps with Minority Mondays, CNN's weak voter registration report, and the Cracker Barrel rebrand debate. Hour 2 kicks off with Immigration and Law Enforcement as Marc discusses the release and likely deportation of MS-13 gang member Kilmar Abrego Garcia, ICE operations, and Democratic pushback against deportation policies. He highlights Washington, D.C.'s dramatic crime reduction under National Guard deployment, questions of federal authority, and the challenges faced by cities like Baltimore and St. Louis. Hans von Spakovsky joins to break down the legal authority for federal intervention and the constitutional limits under the 10th Amendment. Next, Nicole Murray from This Morning With Gordon Deal joins to discuss national headlines and business stories. Marc covers stock market gains with the Dow surging 846 points on Friday, Boeing's strike negotiations, Netflix's box office success with K Pop Demon Hunters, and the Cracker Barrel rebranding controversy. To wrap the hour, In Other News... In Hour 3 Jeff Balleau and Brad Locke join to promote the Unforgettable Ride for Alzheimer's on September 6th, a motorcycle fundraiser with four stops in St. Charles and Lincoln County, followed by an after-party with food, drinks, dancing, and raffle baskets in support of the Alzheimer's Association. In the third segment, Marc and Dan speak with hiring expert Brandy Shade about a new survey showing one in four employers are eliminating college degree requirements. They discuss the rise of technical education, on-the-job training, the student debt crisis, and how better career counseling can guide students toward their passions. The hour wraps with Buck Don't Give a Bleep, tying into Minority Mondays. Marc and Dan highlight conservative minority voices, including a D.C. resident crediting Trump's law enforcement for cutting crime. They dive into crime stats showing zero murders in D.C. over the weekend, black-on-black crime rates in both D.C. and St. Louis, and this year's 87 murders in St. Louis while criticizing politicians who oppose stronger law enforcement. Marc and Dan kick off Hour 4 with ICE's detention of Kilmar Abrego Garcia, the MS-13 suspect facing deportation to Uganda under Trump-era immigration policies. They discuss National Guard deployments in L.A. and D.C., Democratic responses to rising urban crime, redistricting battles in states like California, Ohio, Missouri, and Florida, and the citizenship question's impact on the 2030 census. They also address media coverage disparities in FBI raids—comparing reactions to Mar-a-Lago and John Bolton. Later, Tom Ackerman joins to share personal updates on his new college freshman and high-schooler daughters, preview the college football season with matchups like Indiana and Illinois, Missouri's QB competition featuring Brady Cook, Beau Pribula, and Sam Horn, the Texas vs Ohio State showdown, and Baseball's Cardinals under Chaim Bloom—emphasizing young talents like Masyn Winn, Alec Burleson, and JJ Wetherholt.

Hour 2 kicks off with Immigration and Law Enforcement as Marc discusses the release and likely deportation of MS-13 gang member Kilmar Abrego Garcia, ICE operations, and Democratic pushback against deportation policies. He highlights Washington, D.C.'s dramatic crime reduction under National Guard deployment, questions of federal authority, and the challenges faced by cities like Baltimore and St. Louis. Hans von Spakovsky joins to break down the legal authority for federal intervention and the constitutional limits under the 10th Amendment. Next, Nicole Murray from This Morning With Gordon Deal joins to discuss national headlines and business stories. Marc covers stock market gains with the Dow surging 846 points on Friday, Boeing's strike negotiations, Netflix's box office success with K Pop Demon Hunters, and the Cracker Barrel rebranding controversy. To wrap the hour, In Other News...

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An active fire watch is in place on Hawaii Island. Residents in Pa'auilo are affected, we'll tell you what we currently know. Protecting Molokai from the invasive Coconut Rhinoceros Beetle. What has been proposed to try to keep the last non-infected island safe from these insects. A demand for more nurses in Hawaii continues. How one program is offering scholarships to try and help fill the need. See omnystudio.com/listener for privacy information.

The suspect in an acid attack in Chinatown appears in court. Some Hawaii Island residents woke up to a fire watch after a wildfire broke out shortly after midnight. What you need to know as University of Hawaii students return to campus for the start of the school year.See omnystudio.com/listener for privacy information.

On Friday the blue-chip Dow soared more than 800 points or nearly 2 percent to score new all-time intraday and closing highs, In the week ahead Friday's July personal consumption expenditure price index which is the Fed's preferred inflation gauge, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

Fed Chairman Jerome Powell suggests labor market risks are now greater than inflation fears with a September rate cut now on the table. The markets respond with the Dow posting its best day in more than three months. In M&A news, drinks giant Keurig Dr Pepper is reportedly set to swoop for Dutch coffee group JDE Peet's with an $18bn offer. The combined company would eventually split its drinks and coffee units. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Another weekend of wildfires on Oahu, with at least one of them now being investigated as arson. On Maui, a fundraiser for the family of slain Officer O wrapped up last night with 100 percent of proceeds going to the family.See omnystudio.com/listener for privacy information.

Maui mourns a fallen hero, we take a look at last night's vigil for Police Officer Suzanne O. And action at Kilauea, why yesterday's lava flow at Halemaumau Crater raised some eyebrows and what it looks like now. See omnystudio.com/listener for privacy information.

The Maui Police Department prepares to honor a fallen police officer with a candlelight vigil as her accused killer returns to court. Officials identify the teen killed in an electric motorbike crash in Ewa Beach. Water officials issue a restriction notice for parts of Hawaii Island.See omnystudio.com/listener for privacy information.

The Money Wise guys are back in the studio with some fresh takes on what's happening on Wall Street. This week, the markets responded positively to Federal Reserve Chair Jay Powell's much-anticipated Jackson Hole speech. For the week, the Dow rose 686 points (1.5%), the S&P 500 gained 17 points (0.3%), while the NASDAQ slipped 106 points (-0.6%). Year-to-date, the Dow is up 7.3%, the S&P 10%, and the NASDAQ 11.3%. The discussion focuses on how Powell's dovish tone signaled the likelihood of an interest rate cut in September, easing fears of more aggressive tightening. His comments also reframed tariffs as a one-time price adjustment rather than a persistent driver of inflation, an important distinction for investors. The guys also touch on the Dow's relative strength in August, small-cap momentum, and how Wall Street continues to react to shifting economic signals. In the second half, the team explores how Wall Street is pushing a “gambler's mentality” among younger investors and raised concerns over so-called “educational” seminars that are really veiled pitches for insurance products. Jackson Hole Shifts the Tone The highlight of the week was Jay Powell's speech at the Federal Reserve's Jackson Hole symposium, where his unexpectedly dovish tone reassured investors. Rather than doubling down on hawkish policy, Powell signaled that rate cuts could come as soon as September, framing tariffs as a one-time price adjustment instead of a long-term inflation driver. Markets responded quickly, with shorts covering and major indexes rallying into Friday, underscoring just how pivotal Jackson Hole remains in shaping Wall Street's expectations. In the second hour, the Money Wise guys give listenters a peek into what Wall Street Won't Tell You. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

MRKT Matrix - Friday, August 22nd Dow surges more than 800 points to post record close as Powell speech fuels rally (CNBC) Powell Opens Door to Interest Rate Cut, Citing Labor Markets (Bloomberg) Trump immigration policy may be shrinking labor force, economists say (CNBC) The Biggest Retailers Are Thriving in the Tariff Economy (WSJ) Nvidia Asks Suppliers to Halt H20 Work, Information Says (Bloomberg) How Trump Will Decide Which Chips Act Companies Must Give Up Equity (WSJ) Google scores six-year Meta cloud deal worth over $10 billion (CNBC) Apple Explores Using Google Gemini AI to Power Revamped Siri (Bloomberg) German Steel Boss Sees ‘Really Bad' Mood Lingering Across Economy (Bloomberg) Germany's Steeper Economic Slump Tests Merz's Growth Push (Bloomberg) Bitcoin-Volatility Collapse Forces Risk-Loving Traders Elsewhere (Bloomberg) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

The justice department today released a transcript of an interview between a senior administration official and Ghislaine Maxwell, the imprisoned former associate of Jeffrey Epstein. The teenage boy who died after he was hit by a car while riding an electric motorbike on Wednesday has been officially identified. As Maui mourns for a fallen officer, the police department releases graphic body cam video of her fatal shooting last Friday in Paia.See omnystudio.com/listener for privacy information.

Maui police release bodycam footage from the night another officer was shot and killed in the line of duty. A Maui wildfire survivor accused of shooting a Lahaina man in the head last year is advocating for his case to be dismissed. A 72-year-old woman dies after a crash in McCully.See omnystudio.com/listener for privacy information.

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid's Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out Avocado Green Mattress: https://www.avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands

MRKT Matrix - Thursday, August 21st S&P 500 posts fifth losing day ahead of Powell speech, Dow drops 150 points (CNBC) Fed Chair Powell set to deliver big Jackson Hole speech Friday. Here's what Wall Street expects (CNBC) Trump official signals DOJ will investigate Fed Governor Cook (CNBC) Trump half-billion-dollar civil fraud fine overturned by New York appeals court (CNBC) EU, US Reach Agreement on Joint Statement Outlining Trade Deal (Bloomberg) Meta Freezes AI Hiring After Blockbuster Spending Spree (WSJ) Anthropic in Talks to Raise Up to $10 Billion in New Funding (Bloomberg) What Matters More to the Stock Market? The Fed or Nvidia? (NYTimes) China turns against Nvidia's AI chip after ‘insulting' Howard Lutnick remarks (Financial Times) Walmart Lifts Guidance, Gaining Ground With Wary Consumers (Bloomberg) Disney's new ESPN flagship streaming app launches Thursday. Here's what we know (CNBC) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Big Island firefighters are making progress on a wildfire in North Kohala in the Kawaihae area. Meanwhile, Maui County says the brushfire on Molokai has been extinguished. The man who allegedly shot and killed Maui police Officer Suzanne O returned to court yesterday and listened to a tearful account of what happened the night she died.See omnystudio.com/listener for privacy information.

A man accused of shooting and killing a Maui police officer returned to court, where police officers gave emotional testimony. Honolulu's police chief issues a plea after a 14-year-old boy dies in an e-bike crash, marking the island's 54th traffic fatality. Honolulu's prosecutor explains why a police officer will not be charged after fatally shooting an armed suspect last year.See omnystudio.com/listener for privacy information.

Market Update and Housing Sector Insights: August 20th In this episode of Dividend Cafe on August 20th, host Brian Szytel discusses the day's market performance, noting slight gains in the DOW and declines in the S&P and Nasdaq. He highlights a continued rotation from growth to value stocks, particularly in the AI sector, and stable interest rates. Brian also addresses the recently released hawkish minutes from the July Fed meeting, the impact of the non-farm payroll report, and speculates on the potential outcomes of Federal Reserve Chairman Jerome Powell's upcoming speech at Jackson Hole. Shifting focus to the housing market, Brian explains the current challenges faced by home builders, including low sentiment and high sales incentives, despite an apparent rise in home builder stocks. He concludes by discussing the distinctions between nominal and real returns, emphasizing the broader market context and biases in financial reporting. The episode wraps up with a preview of upcoming economic data releases, including jobless claims and existing home sales. 00:00 Introduction and Market Overview 00:44 Fed Meeting Insights and Market Reactions 01:20 Housing Market Analysis 02:13 Home Builder Sentiment and Stock Performance 03:31 Inflation Adjusted Returns Discussion 04:41 Conclusion and Upcoming Data Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Tom Bodrovics welcomes Florian Grummes to the show. Florian Grummes is Financial Analyst, Advisor, and Founder & Managing Director of Midas Touch Consulting. The discussion centers on the current state of gold and silver markets, highlighting a period of consolidation following a strong rally. Grummes explains that gold has been trading in a range between $3,200 and $3,400, which he considers a healthy and bullish consolidation after a significant price increase from $2,000 to $3,500 over the past 14 months. He anticipates more market movement in September and October as traders return from summer holidays. Central bank buying remains a crucial driver for gold prices, with emerging markets like China and India continuing to diversify away from the US dollar. Grummes believes this trend could continue for five to ten years, driven by geopolitical uncertainties and a strategic shift in global financial dynamics. The Shanghai Gold Exchange has become increasingly prominent, potentially challenging Western pricing mechanisms for precious metals. Regarding silver, Grummes notes a more measured approach to price movement, which he views positively. He suggests the market is building momentum more sustainably, increasing the likelihood of breaking through the $50 resistance level and potentially continuing higher to $55-$75. The discussion also touches on mining stocks, which Grummes sees as undervalued and potentially poised for significant growth. He references the Dow-to-Gold ratio as an important long-term indicator, suggesting that precious metals are likely to outperform traditional stocks in the coming years. Looking ahead, Grummes provides price targets for the end of 2024: approximately $4,000 for gold, $50 for silver, and potentially $150,000 for Bitcoin. He expects a strong final quarter across markets, with potential rate cuts and continued liquidity in the financial system. Overall, Grummes maintains an optimistic outlook on precious metals, emphasizing patience and a long-term perspective for investors.

Scary times for hundreds of Kunia residents, who were forced to flee their homes because of a brush fire. Then, water trouble for a Maui golf course. Why it's joining farmers and homeowners in a lawsuit against the Maui Land and Pineapple Company. And on Molokai a brush fire that briefly forced evacuations in Hoolehua is now contained.See omnystudio.com/listener for privacy information.

In this episode, Gov. Josh Green has an update on negotiations with the military regarding expiring land leases, and his wish list. Plus, he shares his frustrations on the slow, costly development of Aloha Stadium, and touches on other state priorities and potential revenue streams, including the idea of legalizing marijuana and gambling.See omnystudio.com/listener for privacy information.

Breaking news as evacuations are ordered for parts of Kunia where crews have been battling a wildfire for hours. A gruesome discovery at the scene of an early morning brushfire in Kapolei. What we know about the human remains that were found. And the Atlantis shuttle boat that's been stuck at Kewalo Basin is finally towed off the reef.See omnystudio.com/listener for privacy information.

Honolulu's prosecutor explains why no charges will be filed against a police officer who shot and killed a suspect last year. A 14-year-old boy dies after a motorbike crash in West Oahu, marking the island's 54th traffic fatality this year.See omnystudio.com/listener for privacy information.

Market Update and Economic Insights on Dividend Cafe - August 19 In this episode of Dividend Cafe, host Brian Szytel provides an update on the market activities of Tuesday, August 19. He discusses the mixed performance of major indices, with the DOW closing slightly up, while the S&P and Nasdaq experienced declines. Brian highlights a notable sell-off in technology stocks and mentions how value stocks outperformed. He also covers economic news, particularly around housing starts, and the complicated sentiment among home builders due to interest rates and affordability concerns. Additionally, he answers questions on the Federal Reserve's balance sheet and its impact on inflation, and the role of money supply and velocity in measuring inflation. Brian concludes with a recap of stronger-than-expected Q2 earnings, discusses expectations for Q3, and mentions the anticipated focus on employment figures and potential Fed interest rate cuts in September. 00:00 Introduction and Market Overview 00:59 Housing Market Insights 02:24 Inflation and The Fed's Balance Sheet 04:16 Q2 Earnings Recap 04:56 Looking Ahead: Employment and Fed Actions 05:05 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

MRKT Matrix - Tuesday, August 19th Dow pulls back from record, Nasdaq sheds 1% as Nvidia leads tech lower (CNBC) Bessent says interviews for ‘incredible group' of potential Fed chairs will start after Labor Day (CNBC) Intel's CEO Draws Support for Revival From SoftBank, Trump (Bloomberg) Apple just landed a key win for the global encryption fight (CNBC) How Pimco Outmaneuvered Apollo, KKR to Win $29 Billion Meta Deal (Bloomberg) Silicon Valley's AI deals are creating zombie startups: ‘You hollowed out the organization' (CNBC) Nvidia says it's evaluating a ‘variety of products' after report of new AI chip for China (CNBC) Private Equity Firms' Stocks Are Struggling, Despite Getting Into 401(k)s (WSJ) Home Depot stock rises 2% as retailer maintains full-year forecast (CNBC) US and Europe to Work Immediately on Ukraine Security Plan (Bloomberg) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Honolulu police launch an investigation after a dismembered body was found at the site of a fire in Kapolei. A 51-year-old woman is dead after an early-morning crash in Kalihi. President Trump says he will facilitate talks between the leaders of Ukraine and Russia in an effort to end the war. And it's official: Team Hawaii has been eliminated from the Little League World Series.See omnystudio.com/listener for privacy information.

We have breaking news this morning. An investigation is underway after a body was found at a fire early this morning in Kapolei. "Sorry, sorry, sorry." That's the response from Rail officials after a years-long lane closures plan on Nimitz Highway went into effect. You've had to dig a bit deeper when going out recently, and it's changing our choices. Which restaurants are taking advantage of diners looking for a deal.See omnystudio.com/listener for privacy information.

The man accused of killing a Maui police officer faced a judge and about 100 police officers in court. Concerns about bed bugs at Ala Moana Center are on the rise after mall patrons reported being bitten at the Lanai food court. The state warns the public to be careful of new lava lands near the Big Island coast.See omnystudio.com/listener for privacy information.

Today's Post - https://bahnsen.co/45lNva0 Analyzing a Flat Market and the Impacts of International Events In this Monday edition of Dividend Cafe, the host discusses the relatively stagnant state of the DOW, S&P 500, and Nasdaq, attributing this to ongoing events such as the meeting between President Trump, European leaders, and Ukrainian President Zelensky, and the upcoming Jackson Hole meeting with Chairman Powell. The episode delves into metrics like the earning yields and price-to-book ratios of the S&P 500, highlighting historically low real earnings yield due to high stock prices despite high earnings and moderate inflation expectations. David also explores foreign investments in U.S. stocks, particularly a record $163 billion purchase in June, insights into tariff impacts and court rulings related to the Consumer Financial Protection Bureau, and the uncertainty surrounding upcoming Fed rate cuts. On the energy front, updates include WTI closing at $62.63 and midstream energy sector trends discussed at a recent Las Vegas conference. The episode concludes with an overview of the supply-side effects of monetary and fiscal policy, touching upon tariff implications and monetary supply growth. 00:00 Introduction and Market Overview 01:38 Inflation Insights and Market Metrics 03:35 Valuation Indicators and Market Analysis 05:33 Foreign Investments and Geopolitical Updates 07:30 Tariffs and Legal Challenges 11:07 Economic Indicators and Sector Performance 13:21 Energy Sector Deep Dive 15:52 Monetary Policy and Supply Side Economics 17:51 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

With the Dow heading into Monday's session in record territory, Carl Quintanilla, David Faber and Mike Santoli explored a big week on tap for the markets -- including Fed Chair Powell's upcoming speech at the Fed symposium in Jackson Hole, Wyoming, as well as retail earnings from Home Depot, Walmart and Target. Novo Nordisk shares get a lift from a double dose of news regarding their blockbuster drugs Wegovy and Ozempic. Also in focus: Ukraine's president and European leaders set to meet with President Trump at the White House, Nvidia rises on analyst calls, why the "force" is with one stock up more than 25% to start the week, Tesla teases a new car in China, a fascinating look at humanoid robots as China showcases advancements in robotics. Squawk on the Street Disclaimer

The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost:  Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson's top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire's biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave's early investors, as the post-IPO lock-up on shares finally expires today.   Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.   

Carl Quintanilla, Scott Wapner and Mike Santoli discussed UnitedHealth Group leading the Dow to a new all-time high -- after Warren Buffett's Berkshire Hathaway disclosed a $1.6 billion stake in the health insurer, whose stock remains the Dow's worst performer this year. The anchors also reacted to reports the Trump Administration is in talks with Intel to have the U.S. government acquire a stake in the chipmaker. Also in focus: Applied Materials tumbles on weak guidance, July retail sales rise, what Chicago Fed President Austan Goolsbee told CNBC about tariffs and rate cuts, software stocks slump, Target downgraded, Trump-Putin summit. Squawk on the Street Disclaimer

Market Update and PPI Data Insights - Dividend Cafe Daily Recap Host David Bahnsen fills in for Brian Szytel to deliver a daily market update. Despite some intraday movements, the market indices closed flat, with the DOW, S&P, and NASDAQ showing negligible changes. The 10-year yield rose to 4.28%, driven by a surprising 0.9% increase in the Producer Price Index (PPI) for the month. Goods prices remained low, while services saw more significant movement. The episode teases a deeper analysis on inflation and related data points, set to be discussed in the weekly Dividend Cafe commentary. Additional updates include a 2% rise in oil prices and stable initial jobless claims at 224,000. 00:00 Introduction and Market Overview 00:17 Market Indices Performance 00:40 Bond Market and PPI Impact 01:58 Upcoming Dividend Cafe Insights 02:41 Additional Data Points 03:18 Conclusion and Sign-Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com