Dividend Café is the place to come for a caffeinated stroll through our investment brain. We combine weekly ad hoc market perspective with evergreen truths and principles, covering a wide array of topics from macroeconomic to vanilla asset allocation. We want it to be readable for people of all levels of investor sophistication, and, most importantly, want it to be an authentic reflection of what we believe. The regurgitation of other’s investment perspective can be found anywhere. The Dividend Café is our material, for good or for bad.
Dear Valued Clients and Friends, At press time markets were up a bit on the week, but nothing constructive after last week’s downside, and “at press time” could be ancient history by the time you are reading this. Interestingly, this week would appear to be quite non-volatile as the up and down movements day by […]
Investors came into this week fresh off one of the biggest up-weeks in markets in years and rejuvenated by a Sunday announcement that there appeared to be substantive progress in the talks between China and the United States. Markets advanced 300 points on Monday, and at that point were fully 1,540 points (no typo) higher than where they had […]
Dear Valued Clients and Friends, And just like that, we have come to the final month of 2018. Many are likely happy to be leaving November behind, though unlike October, which was essentially a straight line down in global markets, November saw some big rallies to the upside while also mixing in more downside sell-off, […]
Dear Valued Clients and Friends – While this is not the normal investment commentary you are accustomed to with Dividend Café, this has become a quasi-annual tradition to not bog down your turkey weekend with a discussion of emerging markets or stock market valuations. I like taking a break this week every year to publicly […]
Dear Valued Clients and Friends, Markets reversed their bullish movements of the last two weeks this week, as headwinds over global economic conditions persist. We have a significant focus on politics and trade this week (see our Politics & Money section), for rather obvious reasons. But we also visit present market sentiment, look at catalysts […]
Dear Valued Clients and Friends, What a difference a week makes. On October 29, the Dow went as low as 24,122 in the middle of the day, and now, at press time, we closed Wednesday end of day trading at 26,180 – a full 2,000 points higher in just a tad over a week. And […]
Dear Valued Clients and Friends, The month of October came to an end this week, and even though it ended with a 673-point rally Tuesday and Wednesday, it was still the worst month for the market since September 2011 (you should see what the market did in the three months after September 2011, but I […]
Dear Valued Clients and Friends, The market downturn of the last two weeks accelerated this week, led by a 600+ point drop in the Dow on Wednesday, and as of press time, we have only seen four up-days in the market all month (ay yi yi). It is time to unpack what is going on, […]
Dear Valued Clients and Friends, Greetings from New York City where we have been inundated with market perspective and outlook all day, every day, and are in the midst of an annual reflection period that coincides perfectly with a period of extreme curiosity in capital markets. I want to use this week’s Dividend Café to […]
Dear Valued Clients and Friends, Since the markets hit their highs of the year early last week after the announcement of the U.S. trade agreement with Canada, there was a certain deterioration of internal market strength. Each day the market seemed to have some wall of worry to overcome, and the breadth, sentiment, and technical […]
The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
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