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, 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 […]
Dear Valued Clients and Friends, The month of April ended in positive territory, extending the market’s monthly winning streak to four months, and prompting all sorts of additional media discussion of what will come next and how long it will last and so forth and so on. I believe you will find this week’s Dividend […]
Dear Valued Clients and Friends, I have just returned from a rather lengthy run in my New York office, and have re-entered a land where the temperature goes up or down within 10 degrees inside a month, not 40 degrees inside a day! But it actually has been a beautiful few spring weeks in NYC, and […]
Dear Valued Clients and Friends, This week’s Dividend Cafe was prepared a bit earlier in the week than normal because of the Good Friday holiday this week. We purposely sent this week’s Dividend Cafe on Thursday because of the market being closed Friday, and to give you a chance to read and absorb it before […]
Dear Valued Clients and Friends, As you are receiving this week’s Dividend Cafe, we are entering the earnings season whereby, for the next four weeks, nearly all of the companies in the S&P 500 will report their Q1 earnings results. Also as you are receiving this week’s Dividend Cafe, I am sitting in New York […]
Dear Valued Clients and Friends, A strong start to Q2 following up on what was one of the strongest Q1’s in history … The markets are responding to a healthy economy and a healthy earnings environment, and it sort of makes you wonder why if things are so good, the Fed has to pause? That […]
Dear Valued Clients and Friends, By the time you are reading this, the first quarter of 2019 has come to an end, and what a quarter it has been. Markets moved up and down this week, and I don’t have a great feel for how the market will end net-net on the week, but it […]
Dear Valued Clients and Friends, It is a shorter Dividend Cafe this week but I believe they have been running pretty long as of late so maybe it is fair to just call this week’s a “normal length.” I am really hoping that a lot of you are going to be reading your Dividend Cafe […]
Dear Valued Clients and Friends, This has been a strange week for a nice, positive move in market indices, yet that is what has happened (at least as of press time). Airplane safety fears, college admission scandals, and never-ending announcements of Democrat candidates for the next Presidential race all dominated the news, yet markets advanced […]
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).