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’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 […]
Dear Valued Clients and Friends, Because of my meeting schedule Thursday and Friday of this week and travel west on Wednesday afternoon, I submitted this week’s Dividend Café Wednesday morning, which these days is always a little tricky, as it allows for three days of market action to make obsolete something I said. Of course, […]
Dear Valued Clients and Friends, The week started off nice – a market holiday on Monday as we remembered all those who lost their lives defending America and her freedom; time with family, friends, BBQ’s, etc. Then on Tuesday, in response to the political drama of Italy (much more on this inside), the markets dropped […]
Dear Valued Clients and Friends, As we head into a long holiday weekend, markets have been given a lot of chance to react this week to more news catalysts. Improvements in the trade talks with China. A fallback in the trade talks with China. A step forward with North Korea. A step backward (and now […]
Dear Valued Clients and Friends, As of press time the Dow is up over 1,200 points from where it was just two weeks ago, a monstrous rally that isn’t getting a lot of play, probably because it had been a 1,200 point drop in the two weeks prior to that. So yes, the stock market […]
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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