Dear Valued Clients and Friends, The anniversary of a world-changing event passed last week that did not get nearly enough attention in the press. It clearly was a market-changing event, or I would not be writing about it. But I also mean exactly what I say – that it was a world-changing event as well. […]
Dear Valued Clients and Friends, If media coverage was a good barometer, one would think investors and workers should be petrified of the Federal Reserve daring to raise the short-term interest rate up to a ZERO percent real level (i.e. net of inflation), after the nearly decade-long period of unprecedented free money. You could be […]
Dear Valued Clients and Friends, In what has been one of the most memorable interviews in financial media all year, CNBC’s Becky Quick scored a rare joint interview last week with Jamie Dimon, CEO of banking giant, JP Morgan, and investor extraordinaire, Warren Buffett. The two appeared together because they are working together via Dimon’s […]
Dear Valued Clients and Friends, Markets were rattled Tuesday, May 29th, as political unrest in Italy re-sparked anxiety over a global elephant in the room that warrant two unambiguous comments: (1) Like Cyprus, Greece 1, Greece 2, Greece 3, Brexit, and other European escapades which have left our memories, this, too, represents a short-term disruption that lasts as […]
Dear Valued Clients and Friends, That the tax reform bill which became law at the beginning of 2018 contains stimulus for the U.S. economy is not subject to dispute. Opponents of the bill politically still acknowledge that there is a stimulative effect from the bill, though the magnitude and sustainability of that stimulus is subject […]
Dear Valued Clients and Friends, The last ten weeks have seen terms like “trade deficit” and “current account deficit” be invited into the American populace’s lexicon, with little attempt to define said terms, and certainly little attempt to define them accurately. In this latest Market Epicurean issue, we unpack realities around the terms, and offer perspective […]
Dear Valued Clients and Friends, The second half of last week’s market action was dominated by the shocking decision of the White House (namely, it’s head occupant) to implement sweeping tariffs on imported steel and aluminum to the United States, creating a shockwave in stock markets, but also stoking fears about the peripheral implications for […]
Dear Valued Clients and Friends, A ferocious sell-off on Monday which was itself preceded by highly elevated market volatility the week prior has called for some intelligent understanding of “panic attacks.” Our goal herein is to delineate between “corrections” and “panic attacks,” and sensibly ascertain what has been the right investor response to such market periods. That “panic attacks” […]
Dear Valued Clients and Friends, Our recent entry into Japanese equity markets through both a small cap and large cap dividend orientation is focused on capturing the secular story we see behind corporate profits and exiting the worst of a multi-decade deflationary debacle. No part of the thesis assumes other economic affectations can be ignored, […]
Dear Valued Clients and Friends, We have written a lot in recent months at our Dividend Café property of our due diligence around allocating client capital to Japanese equity markets. Our not totally facetious boast has been that from the time I entered the investment markets professionally nearly twenty years ago, to where we are […]
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.