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, Markets reversed their bullish movements of the last two weeks this week, as headwinds over global economic conditions persist. We have a significant focus on politics and trade this week (see our Politics & Money section), for rather obvious reasons. But we also visit present market sentiment, look at catalysts […]
Dear Valued Clients and Friends, What a difference a week makes. On October 29, the Dow went as low as 24,122 in the middle of the day, and now, at press time, we closed Wednesday end of day trading at 26,180 – a full 2,000 points higher in just a tad over a week. And […]
Dear Valued Clients and Friends, The month of October came to an end this week, and even though it ended with a 673-point rally Tuesday and Wednesday, it was still the worst month for the market since September 2011 (you should see what the market did in the three months after September 2011, but I […]
Dear Valued Clients and Friends, The market downturn of the last two weeks accelerated this week, led by a 600+ point drop in the Dow on Wednesday, and as of press time, we have only seen four up-days in the market all month (ay yi yi). It is time to unpack what is going on, […]
Dear Valued Clients and Friends, Greetings from New York City where we have been inundated with market perspective and outlook all day, every day, and are in the midst of an annual reflection period that coincides perfectly with a period of extreme curiosity in capital markets. I want to use this week’s Dividend Café to […]
Dear Valued Clients and Friends, Since the markets hit their highs of the year early last week after the announcement of the U.S. trade agreement with Canada, there was a certain deterioration of internal market strength. Each day the market seemed to have some wall of worry to overcome, and the breadth, sentiment, and technical […]
Dear Valued Clients and Friends, Markets kicked off October loving the new trade deal with Canada, and we are going to cover that substantially this week. We also cover our normal array of topics, with inflation, the Q3 market results, small-cap stocks, emerging markets, and so much more, so dive into this week’s Dividend Café. Before […]
Dear Valued Clients and Friends, Q3 is wrapping up or done by the time you are reading this. This means we enter my favorite quarter of the year, and it means there is less time for markets to surprise us within this calendar year. I really go to great lengths in this week’s Dividend Café […]
Dear Valued Clients and Friends, Markets have responded to the latest spat in the China trade/tariff war by bidding stocks up a few hundred more points in the Dow. With about three weeks to go until the next known market catalyst – namely, the launch of Q3 earnings results season – markets are largely subject to […]
Dear Valued Clients and Friends, What a week – and I don’t mean the week in the market – but rather, the anniversary of not one but two of the most ghastly events in American history. First, and most solemnly, the 17-year anniversary of the terrorist attack of 9/11 was on Tuesday. As always, 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.
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