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The Dividend Pause That Tells Us Everything
Lucas and Luna dig into the quiet but powerful signal flashing from corporate dividend announcements. With the S&P 500 hitting 7,519 and small caps surging 6% in a week, companies are sitting on record cash — but not paying it out. Lucas walks through the data: dividend growth slowed to its lowest in four years in Q1 2026, even as buybacks hit a new high. They explore what that says about management confidence, the economic uncertainty baked into the C-suite, and why the math of 'returning capital to shareholders' is suddenly more complicated. Luna pushes back on whether this is…
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