The COVID-19 and Markets site is intended to house a daily missive from David Bahnsen, Chief Investment Officer at The Bahnsen Group. While the weekly Dividend Cafe has served as macro-commentary for many years covering a wide array of topics and principles and best practices for investors, this COVID and Markets site will specifically focus on daily nuggets around the health data, market realities, policy developments, and economic ramifications of this coronavirus era. The intention is for this site and daily endeavor to cease when we are on the other side of all this, and quite frankly, the hope and prayer is that that moment come sooner than later.

So expect a DAILY missive at covidandmarkets.com for the foreseeable future,
And expect a WEEKLY commentary at dividendcafe.com until Kingdom come.

 

CM_5-27

Daily COVID Markets Missive – Wednesday May 27

Dear Valued Clients and Friends – First of all, please note our bi-weekly national video call this coming Monday, June 1, at 11:00am pacific time.  …

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CM_5-26

Daily COVID Markets Missive – Tuesday May 26

The market was up 530 points today behind extraordinary optimism in economic re-opening and directional good news on a vaccine development

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CM_5-21

Daily COVID Markets Missive – Thursday May 21

The market was down a hundred points today. Oil remains around $34/barrel. Weekly initial jobless claims came in at 2.4 million

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CM_5-20

Daily COVID Markets Missive – Wednesday May 20

The market rallied +370 points today, making back yesterday’s downturn, leaving the Dow through Wednesday with the nearly +1,000 point gain from Monday.

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CM_5-19

Daily COVID Markets Missive – Tuesday May 19

A report circulated just before the market sell-off that yesterday’s positive report on early phase vaccine trials may have been incomplete

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CM_5-18

Daily COVID Markets Missive – Monday May 18

The market exploded up over +900 points today. Futures were up a hundred points or so when I went to bed last night and were up +200 or so when I awoke

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CM_5-14

Daily COVID Markets Missive – Thursday May 14

Very positive health data to read today, but a good portion of my focus today is on the Fed, so I encourage you to make it all the way through to the end.

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CM_5-13

Daily COVID Markets Missive – Wednesday May 13

The press reports that stock pressures were related to Chairman Powell’s comments this morning, but I don’t believe the market needs an excuse for this.

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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), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press) and his latest, Elizabeth Warren: How Her Presidency Would Destroy the Middle Class and the American Dream (2020).

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