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_Sept_27

Covid & Markets Missive – Weekend Edition Sept. 27

Dear Valued Clients and Friends – Welcome to the last ever weekend version of the COVID & Markets missive.  I have a lot to say …

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CM_Sept_24

Covid & Markets Missive – Thurs. Sept. 24

The market closed up +50 points or so after much bouncing around. Lots and lots of COVID info today, and plenty on housing etc.

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CM_Sept_22

Covid Markets Missive – Tuesday Sept. 22

The market dropped yesterday but today rallied back ~140 points. I do sense a new round of media hysteria around things coming. Maybe I am just being cynical.

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CM_Sept_20

Covid Markets Missive – Weekend Edition Sept. 20

Dear Valued Clients and Friends – I hope everyone had a good weekend.  The weather turned in NYC quite quickly, from hot and humid as …

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CM_Sept_17

Covid Markets Missive – Thursday Sept. 17

There is a lot today – from Housing to the Fed to policy to oil – the way I like these missives to go – with all the COVID newsfit to print

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Covid Markets Missive – Tuesday Sept. 15

Market was flat on the day (Dow) but up (S&P 500) and up even more (Nasdaq). The 7-day avg new daily cases is down 48.4%

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CM_Sept_13

Covid Markets Missive – Weekend Edition Sept. 13

Dear Valued Clients and Friends – Because Friday’s Dividend Cafe was “election white paper” focused, I did not get to share appropriate 9/11 comments.  I …

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CM_Sept_10

Covid Markets Missive – Thursday Sept. 10

The market dropped 400 points today despite opening up over 200 points. COVID-19 cases are now down 46% from the July 22 peak.

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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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