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 […]
Dear Valued Clients and Friends, Markets were greeted Monday morning with a 300-point drop at the open, which hours later had led to a nearly 1,000-point drop (before settling down ~750 points). Monday afternoon the Treasury Department decided to label China as a currency manipulator, something that carries significant systemic implications. The futures market then dropped […]
Dear Valued Clients and Friends, The Federal Reserve did something they have not done in nearly eleven years this week – they cut interest rates. The last time they cut rates, we were in the middle of what was the worst recession since the Great Depression. Currently, unemployment is at the lowest level it has […]
Dear Valued Clients and Friends, Markets appear to be up a tad on the week, with little volatility to show for it (as of press time, anyway). Earnings season is off to a really strong start, but I want to wait one more week to begin “report carding” earnings season (partially to not jinx it, […]
Dear Valued Clients and Friends, As we enter the middle part of the summer, we also enter the beginning of Q2 earnings season, and this all adds up to fun times. The equity markets puttered around a bit this week and between the “wait and see” on a China trade deal and the “wait and […]
Dear Valued Clients and Friends, It seems like the entire week has been inundated with Fed talk, and that’s probably fine as by this time next week we will be kicking off earnings season, and I fully expect the fun stuff (bottom-up company results) to drive markets and media air time for the three or […]
Dear Valued Clients and Friends, This week’s Dividend Cafe is a special issue, so special in fact, that we sent it Wednesday so you would have multiple days to take it in. From a truly refreshed reminder on our underlying dividend growth philosophy to a substantial recap of the Trump/China truce, to the latest from […]
Dear Valued Clients and Friends, And just like that, 2019 is half-way over. Next week will give me the ability to more exhaustively evaluate what 2019 has had to offer so far (hint: it’s all positive for investors) and to look into the second half of the year and what may make sense as we […]
Dear Valued Clients and Friends, I think there is a chance this is the most “economic” I have ever gotten in the Dividend Cafe, and that is probably not a great hook to get you to keep reading. But actually, the unpacking of truly pivotal economic understandings in this week’s Dividend Cafe just happened – […]
Dear Valued Clients and Friends, What happens to market timers after the four negative weeks that followed the breakdown of China/U.S. trade talks: The market has its best week of the year, despite the week of uncertainty around new, unexpected Mexico tariffs. And what happens the week after the best week of the year? As of […]
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.
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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).
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