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 Friends and Clients, Few topics seem to be more front and center these days for investors than how the 2020 election may impact their portfolios. In fact, the new “impeachment inquiry” from the House accelerates some of those questions (and for many investors, concerns). But what does history tell us about political ramifications […]
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, […]
Dear Valued Clients and Friends, We celebrated the nine-year anniversary last week of the beginning of this bull market, the official bottom in the stock market out of the financial crisis (666 on the S&P 500; 6,500-ish in the Dow Jones). And nine years later, the same principles are at play in what drives returns […]
Dear Valued Clients and Friends, It should be no surprise that what has dominated markets this week has been trade policy, the outlook for economic growth in light of potential global trade disruptions, and the changing composition of economic leadership in the Trump administration. The bulk of this week’s Dividend Cafe addresses these topics and […]
Dear Valued Clients and Friends, Some people may feel February being the worst month in markets since the ancient history of 2016 cannot possibly be called a “gift,” but they may feel differently after reading this week’s Dividend Café. Yes, the extremely strong January of this year was followed up by the first negative month […]
Dear Valued Clients and Friends, If memory serves it was former Bill Clinton advisor, James Carville, who once said when he died when he wanted to be reincarnated as the bond market in his next life, because that was where the real power was … (there is actually another famous quote from Carville in this […]
Dear Valued Clients and Friends, We followed the craziest week in the markets in 18 months with a pretty big rebound week – consistent, steady, but meaningful price recovery (at least as of press time). Technical and structural factors in market movement seem to have subsided (though we trust the precedent set will not be […]
Dear Valued Clients and Friends, No one is going to tolerate me exclusively devoting this week’s Dividend Cafe to stories outside the vein of our recent volatility/panic attack. And yet, that is probably what I should do. After all, we said most of what we could say about the panic earlier in the week. There […]
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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