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, It seems like the entire week has been inundated with Fed talk, and that’s probably fine as by this time next week we will be kicking off earnings season, and I fully expect the fun stuff (bottom-up company results) to drive markets and media air time for the three or […]
Dear Valued Clients and Friends, This week’s Dividend Cafe is a special issue, so special in fact, that we sent it Wednesday so you would have multiple days to take it in. From a truly refreshed reminder on our underlying dividend growth philosophy to a substantial recap of the Trump/China truce, to the latest from […]
Dear Valued Clients and Friends, And just like that, 2019 is half-way over. Next week will give me the ability to more exhaustively evaluate what 2019 has had to offer so far (hint: it’s all positive for investors) and to look into the second half of the year and what may make sense as we […]
Dear Valued Clients and Friends, I think there is a chance this is the most “economic” I have ever gotten in the Dividend Cafe, and that is probably not a great hook to get you to keep reading. But actually, the unpacking of truly pivotal economic understandings in this week’s Dividend Cafe just happened – […]
Dear Valued Clients and Friends, What happens to market timers after the four negative weeks that followed the breakdown of China/U.S. trade talks: The market has its best week of the year, despite the week of uncertainty around new, unexpected Mexico tariffs. And what happens the week after the best week of the year? As of […]
Dear Valued Clients and Friends, The market sold off aggressively last Friday after a late Thursday night tweet threatening new tariffs with Mexico. Some antitrust investigations rattled big tech companies early this week. But by mid-week was big-time rally mode as the Fed nodded and whispered that they are here to help. So we necessarily […]
Dear Valued Clients and Friends, The trade war did not end this shortened market week, and therefore, the market volatility did not let up. The collateral damage from the trade war in the real economy – that which transcends the mere up and down movement of stock prices – is the subject of this week’s […]
Dear Valued Clients and Friends, I give myself very good advice. But I very seldom follow it. Will I ever learn to do the things I should? So goes the Kathryn Beaumont hit from 1951, Very Good Advice, in the classic Disney masterpiece, Alice in Wonderland. Why am I starting this week’s Dividend Cafe with a quote from Alice in […]
Dear Valued Clients and Friends, The discussions in this week’s Dividend Cafe, in the podcast, in this commentary, in the video – all talk about “uncertainty” and “volatility.” In fact, the expectation of this continued up and down volatility is the theme I unpack as having most practical significance for investors. This week gave us a […]
Dear Valued Clients and Friends, Greetings from the SALT Symposium in Las Vegas where the week that all of our fears about the trade war with China came back into our consciousness, many of the top policy and investment minds in the country gathered to pontificate about that which our capital markets (and culture at […]
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).