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, Some intriguing (two-way) volatility returned to the markets this week, as the dollar made new highs on the year, emerging markets roiled around currency concerns, and attention to trade talks zigged the markets some days and zagged it some others. At press time, the market was actually up on the […]
Dear Valued Clients and Friends, Markets are up this week again as earnings season moves further towards completion, and continued statements around tariffs and retaliatory tariffs are met with continued apathy by the market. I’d like to think this week’s visit in the Dividend Café addresses the big issues around the market right now – […]
Dear Valued Clients and Friends, The market sits substantially off the lows of Q1 and Q2, and yet with the significant headwind of trade and tariff uncertainty continuing to linger. This week was “case in point” of the underlying tension in markets – as investors grapple with the tailwinds of earnings vs. the headwinds of […]
Dear Valued Clients and Friends, The market moved further to the upside this week, within 1,000 points of its all-time high as of the closing level Wednesday, and nearly 2,000 points higher than its March low. This quarterly earnings season has gone quite well, as expected, and various aspects of the trade trauma have begun to ease. […]
Dear Valued Clients and Friends, It’s been a reasonably low volatility week in the market, though a rather heavy week in both the broad news cycle and in corporate earnings. As of press time markets are up on the week, but we think you’ll find what we cover in the Dividend Cafe this week far […]
Dear Valued Clients and Friends, Markets went into rally mode this week as trade fears quieted down, and even though a new round of tariffs on China spooked markets Wednesday, the rally of Monday and Tuesday was protected Thursday by a reversal of Wednesday’s move. Nothing has changed the range that markets have found themselves […]
Dear Valued Clients and Friends, I trust everyone had a wonderful Independence Day, and that the second half of your 2018’s has started off the way you wish. Markets have zigged and zagged a bit this week, though when half of the country is really off work it is not always the best barometer of […]
Dear Valued Clients and Friends, And just like that, 2018 is halfway over. I think any time someone talks about a period of time gone by, they are inclined to default to some cliche version of “can you believe how quickly this period of time has gone by?” Well, I do not feel that the […]
Dear Valued Clients and Friends, Markets predictably resumed downward pressure this week as the U.S. tit-for-tat tariff war with China exacerbated into this week. Markets remain well over 1,000 points higher than they were a couple months ago, when arguably the trade war had not yet grown this bad, a testament to how strong other […]
Dear Valued Clients and Friends, The G7 summit last weekend ended with verbal fights and accusations amongst allies on the Sunday morning talk shows. In Singapore, on Tuesday the dictator of North Korea and the President of the United States met face to face and laid out a rough plan for working together. On Wednesday, the […]
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.
Subscribe to Advice and Insights