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_July1

Daily COVID Markets Missive – Wednesday July 1

The market was all over the map today before closing down 75 in the Dow, but up 0.5% on the S&P. It was just overall a weird day in the markets

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CM_June30

Daily COVID Markets Missive – Tuesday June 30

The market rallied again today after the futures were pretty flat. The media seems to me to be overplaying their hand at sensationalism right now.

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CM_June29

Daily COVID Markets Missive – Monday June 29

The market was up 580 points today, almost recovering all of Friday’s point drop, despite a weekend of apocalyptic headlines from the media about COVID

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CM_June25

Daily COVID Markets Missive – Thursday June 25

There was good and bad news in the weekly jobs data. Continuous claims were expected to be over 20 million, and they came in 700,000 lower than last week. 

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CM_June24

Daily COVID Markets Missive – Wednesday June 24

COVID case growth and coverage of it is a fine explanation for market volatility today, but the performance in structured credit paints a different picture 

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CM_June23

Daily COVID Markets Missive – Tuesday June 23

Well this was one of the crazier 24 hours in quite some time, more so for what happened last night than today.  Futures opened up about 100 points last night

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CM_June22

Daily COVID Markets Missive – Monday June 22

Dear Valued Clients and Friends – Futures were pointing down as much as ~300 points Sunday night (netted for fair value), though that number improved …

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CM_June18

Daily COVID Markets Missive – Thursday June 18

We opened down and reached down -270 before reversing.  It was a bouncy day but never was the range of movement very wide.

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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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