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.

 

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Daily Covid Markets Missive – Tuesday August 11

The market opened 300 points or so, stayed up most of the day, but then sold off late in the day. It was not rallying on Russia vaccine news.

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Daily Covid Markets Missive – Monday August 10

The market was up over 350 points, though Nasdaq was down 40+, and S&P was only up 9. U.S. new cases are at their lowest level in over a month.

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Daily Covid Markets Missive – Weekend Edition August 9

Dear Valued Clients and Friends – I have been happy to report for a couple of weeks now that cases and hospitalizations were clearly declining, …

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Daily Covid Markets Missive – Thursday August 6

Weekly initial jobless claims came in lower than expected, and the market closed up 185 points. New cases were down 25% week over week, testing down 20%.

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Daily Covid Markets Missive – Wednesday August 5

The market rallied 375 points today, again closing at its high. There is more positive news related to vaccines and plasma antibody transfusion.

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Daily Covid Markets Missive – Tuesday August 4

The market was up 164 points today. NYC has less than a 1% positivity rate right now and a positivity rate of less than 2% for almost two months.

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Daily Covid Markets Missive – Monday August 3

The market was up nearly 250 points today, with the two major tech companies driving the Dow higher. I also unpack some of the recent reduction in testing. 

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Daily COVID Markets Missive – Weekend Edition August 2

We closed out July with a totally flat week in the market. Some joy and relief in updated (and collapsed) percentage of mortalities from hospitalizations.

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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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