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, We have an entirely normal Dividend Café this week, filled with commentary on the Fed’s mea culpa last Friday, and all the other action that made this market week what it was. By now you likely now the market went up 750 points last Friday (after last week’s Dividend Café […]
Dear Valued Clients and Friends, Welcome to 2019, and Happy New Year! I am sure for many investors, getting out of 2018 is fine by them … What 2019 will hold is sure to be the subject of a lot of punditry analysis and forecast in the weeks ahead (including our own, as our annual […]
Dear Valued Clients and Friends, I wanted to take this week off from the normal writing and recordings but market conditions this month would have none of it. We spent a half-market-day on Monday (Christmas Eve) dropping 650 more points on the Dow, getting a whisker’s distance away from a 20% drop in the S&P 500 from […]
Dear Valued Clients and Friends, The markets resumed high levels of volatility this week, and on Wednesday as the Fed went forward with their fourth interest rate hike this year, the market went up 350 points, then went down over 500 points, then came back a couple hundred points, all in an hour or so, […]
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 […]
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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