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 weeks are filled with little news but lots of market volatility, and then there are weeks like this one, where there actually was very little market volatility, but a lot of news. In this week’s Dividend Cafe, we dive into what will be some of the biggest news events of the […]
Dear Valued Clients and Friends, I realize after USC’s win over Stanford last weekend a lot of you paid no attention to markets at all this week, instead opting to just celebrate 24 hours per day all week long. But some of us had to go to work, and this week of work presented a […]
Dear Valued Clients and Friends – This week’s Dividend Cafe podcast with the entire TBG Investment Committee almost makes it without talking about the trade war, the Fed, or Presidential tweets (not quite). But what we do accomplish this week is a digestible, succinct, informative talk on how portfolios are often constructed, and how they […]
Dear Valued Clients and Friends, Despite the shortened market week, we got another display of market uncertainty and persistent volatility this week (though lately the upside volatility has outweighed the downside volatility). We use this week’s Dividend Cafe to really jump around the horn and give you a succinct but well-packed punch in the state […]
Dear Valued Clients and Friends, The bulk of the first half of this week’s Dividend Cafe is dedicated to that which is most relevant to the markets right here and right now – the latest, the greatest, and all that is fit to print. Trade war, interest rates, the yield curve – I promise you […]
Dear Valued Clients and Friends – Today’s podcast/vidcast features our entire Investment Committee in a battle royale (of mostly agreement), talking trade war, markets, yields, negative rates, “this time it’s different,” stock sectors, and alternative investments. It’s fun stuff, if you’re into this kind of thing! Dividend Café – Investment Committee Podcast Subscribe to the Dividend […]
Dear Valued Clients and Friends, You will see when you click into the Dividend Cafe this week that some of the normal attempts at being clever or funny in the sub-titles have been replaced with basic descriptions (“the latest in the market,” “the latest in the trade war,” “the latest in the rate war,” “the […]
Dear Valued Clients and Friends, For many years now we have been using our Dividend Café property to bring you frequent market commentary and portfolio perspective. Last year, we introduced the Fiscal Feminist identity, spearheaded by our very own Kimberlee Davis to address significant financial issues relevant in the lives of women. Today, we bring […]
Dear Valued Clients and Friends, We know the following things about the last 2-3 weeks in the market: (A) The China/trade war has blown up (B) The Yield curve has inverted (C) Negative yields persist all over the globe (D) Recession talk is […]
Dear Valued Clients and Friends, Is volatility back? You tell me – here was the market action this week: Down 400 points Monday, Up 400 points Tuesday. Down 800 points Wednesday. And as I submit this for the week, Thursday (late morning) we are up a little over 100 points (but saw the pre-market futures up […]
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).