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, Welcome to the final month of 2019! I. Love. December. I love it no matter what the market does. I love it no matter what the news cycle is doing. It is just a wonderful time of year, and I have done my best to bring in this special month […]
Dear Valued Clients and Friends, This is the one week of the year where I bypass market commentary and economic analysis in the Dividend Café, and instead just focus on, well, Thanksgiving. It is not because I want a week off from doing market commentary and analysis – writing the weekly Dividend Café is one […]
Dear Valued Clients and Friends, In this week’s special Dividend Cafe podcast and video, The Bahnsen Group’s Investment Committee dives into the economic policy platform of surging Democratic nominee, Mayor Pete Buttigieg. Some refreshers on dividend taxation are in order, and so much more. A pre-Thanksgiving special edition! Dividend Café – Investment Committee Podcast Dividend […]
Dear Valued Clients and Friends, As of press time mid-day on Thursday, the market was down about 250 points on the week, which is not noteworthy in that 250 points is nothing, especially divided by 28,000, and especially because it is three or four days of action. I only mention it because (a) Some of […]
Dear Valued Clients and Friends, We have spent way too much time talking about the trade war, tariffs, the Fed, and Trump this year, and not nearly enough time talking about sustainable growth in the emerging markets. Our Investment Committee thoroughly unpacks what we believe to be one of the more intriguing parts of our […]
Dear Valued Clients and Friends, Greetings from New York City where I actually spent a day in Connecticut this week with clients and another day in Boston with clients and investment banks. I am en route back to California as this is being delivered to you, where I will immediately experience a 50-degree bump in […]
Dear Valued Clients and Friends, I am quite happy to say that this week’s market saw several new all-time highs reached (Dow and S&P 500) – more on that in the Dividend Cafe – but additionally happy to say that the reason for such was largely centered around pretty significant movement in the China trade […]
Dear Valued Clients and Friends, Our 14th annual New York due diligence trip featuring 20+ meetings with portfolio managers, economic strategists, and alternatives partners was a whirlwind, and in this special podcast, we invite you into the key takeaways for us on this significant trip. Dividend Café – Investment Committee Podcast Dividend Café – […]
Dear Valued Clients and Friends, And just like that, we find ourselves in the month of November, a stunningly quick completion of the first ten months of the year. This means that we are now officially in the holiday season, that the Presidential election is only one year away, and that end of the year portfolio re-positionings […]
Dear Valued Clients and Friends, Greetings from New York City where we are approaching the end of an intense week of meetings, discussions, debates, analysis, and soon, decisions. It has been invigorating and we still have a couple of days of meetings to go, so a more comprehensive download will linger for another week. But […]
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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about the author
David L. Bahnsen
Founder, Managing Partner, and Chief Investment Officer
David is a frequent guest on CNBC, Bloomberg, and Fox Business and is a regular contributor to National Review and Forbes. David serves on the Board of Directors for the National Review Institute and is a founding Trustee for Pacifica Christian High School of Orange County.
He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press) and The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press).