Dear Valued Clients and Friends, This week saw the ending of a volatile third quarter that actually created positive returns when all was said and done, and the beginning of a fourth-quarter that was welcomed by brutal news in the U.S. manufacturing sector. As of press time the market was down significantly on the week, down […]
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, 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, I give myself very good advice. But I very seldom follow it. Will I ever learn to do the things I should? So goes the Kathryn Beaumont hit from 1951, Very Good Advice, in the classic Disney masterpiece, Alice in Wonderland. Why am I starting this week’s Dividend Cafe with a quote from Alice in […]
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, We have an entirely normal Dividend Café this week, filled with commentary on the Fed’s mea culpa last Friday, and all the other action that made this market week what it was. By now you likely now the market went up 750 points last Friday (after last week’s Dividend Café […]
Dear Valued Clients and Friends, In a week that has not really seen as much political drama in quite some time, the markets (as of press time) have been the polar opposite – no drama! I delve into the impact to markets from all of the Trump campaign/administration legal issues this week. While this week’s […]
Dear Valued Clients and Friends, As of press time, the market still has one more market day ahead of it (the market is closed Friday for Good Friday), but it appears that we will see markets close Q1 up for the quarter, after enjoying a January that was off the chains strong. The volatility of […]
Dear Valued Clients and Friends, The first quarter of 2018 will come to an end next week, and great effort will be exerted (by us, and others) to properly analyze what all took place in Q1, what it means, and how we should feel about the state of markets in the present, and future. Undoubtedly, […]
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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