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 – Thursday July 30

The market was down 225 points today (well off its lows of down 550 points early on). On health, tests reached a new high, & we have new vaccine news.

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CM_June29

Daily COVID Markets Missive – Wednesday July 29

The market rallied 160 points today (the S&P & Nasdaq rallied double that level). It was the third day in a row of week-to-week decline in new cases.

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Daily COVID Markets Missive – Tuesday July 28

The market dropped 200 points today, most coming in the last hour. On the health front, we had our second consecutive day with reduced week-over-week cases.

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CM_July27

Daily COVID Markets Missive – Monday July 27

The market stayed in a reasonably tight trading range today, up most of the day. On the health front, Sunday cases were down 11.1% from a week ago.

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Daily COVID Markets Missive – Weekend Edition July 26

Dear Valued Clients and Friends – I hope you all have had a good weekend.  As I have been doing lately, the “weekend version” is …

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Daily COVID Markets Missive – Thursday July 23

The Dow was down 350 points today (1.3%). Big tech companies were down 3-5%. As the new case curve peaks, disparate results by state challenges analysis.

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CM_July22

Daily COVID Markets Missive – Wednesday July 22

The market was up 165 points. The rolling average for COVID deaths has stayed relatively flat despite the increase in new cases of the last eight weeks.

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Daily COVID Markets Missive – Tuesday July 21

The market closed up +150 points today, though the Nasdaq sold off. Energy led the way today, while Health Care & Technology were the losers.

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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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