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, 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, 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, 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 […]
Dear Valued Clients and Friends, The market sold off aggressively last Friday after a late Thursday night tweet threatening new tariffs with Mexico. Some antitrust investigations rattled big tech companies early this week. But by mid-week was big-time rally mode as the Fed nodded and whispered that they are here to help. So we necessarily […]
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, 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, Welcome to 2019, and Happy New Year! I am sure for many investors, getting out of 2018 is fine by them … What 2019 will hold is sure to be the subject of a lot of punditry analysis and forecast in the weeks ahead (including our own, as our annual […]
Dear Valued Clients and Friends, It was a short week in the markets due to the Monday holiday, but the prime is being pumped for an action-packed end to the year. One part of our trip to the Dividend Café this week explores just how challenging of a year it has actually been in capital […]
Federal Reserve Chairman, Jerome Powell and President Donald Trump Dear Valued Clients and Friends, By the time you are reading this we are two-thirds of the way through 2018, with the final trimester representing the greatest time of year (that is, of course, a reference to football season and the holidays, and not necessarily 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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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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