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_5-12

Daily COVID Markets Missive – Tuesday May 12

Dear Valued Clients and Friends – In the height of market violence throughout March and April it was routine that the overnight futures would do …

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CM_5-11_A

Daily COVID Markets Missive – Monday May 11

We will cover our normal categories and take a few detours as well as we launch another market week in the midst of this COVID pandemic

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CM_5-7

Daily COVID Markets Missive – Thursday May 7

The Thursday data appears to be showing a huge spike in tests (good), a nice drop in deaths (good), but a still stubborn high of new cases (not good).

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CM_5-6

Daily COVID Markets Missive – Wednesday May 6

I read four analysts this morning who were all scratching their head, proclaiming a total disconnect between empirical data and media sentiment.

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CM_5-5

Daily COVID Markets Missive – Tuesday May 5

The market’s up 500 points, though, from Monday’s intra-day low, responding to rising oil prices and increased optimism around state re-opening plans.

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CM_5-4

Daily COVID Markets Missive – Monday May 4

The stories around potential escalation between the U.S. and China linger under the surface of every other volatile and vulnerable circumstance

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CM_4_30

Daily COVID Markets Missive – Thursday April 30

After the big move up the last two days, we closed the extraordinary month of April with a down-300 point day. Weekly jobless claims came in at 3.8 million

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CM_4_29

Daily COVID Markets Missive – Wednesday April 29

The market ends up opening up nearly 400 points and stayed up throughout the day.  Markets closed up over 530 (not far from the +600 or so high of the day).

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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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