Dividend Cafe is the place to come for a caffeinated stroll through our investment brain. We combine weekly ad hoc market perspective with evergreen truths and principles, covering a wide array of topics from macroeconomic to vanilla asset allocation. We want it to be readable for people of all levels of investor sophistication, and, most importantly, want it to be an authentic reflection of what we believe. The regurgitation of other’s investment perspective can be found anywhere. The Dividend Cafe is our material, for good or for bad.
TBG Investment Committee – Reunion Edition – Week of June 8, 2020
Our investment committee is back together, sheltering in place at our own studio, bringing you our perspective on all these subjects and more.
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New Highs Amidst New Lows – June 5, 2020
Our earnest hope is for more steadfast respect for human life and equality. We do have to ask how markets can go up so much ...
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First Things and Humility – May 29, 2020
This week focuses on many first principles in investing, beliefs about our principles and hopefully reflects the humility needed in risk management.
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The Sobering, Thrilling Reality of ‘Back to Normal’ – Dividend Cafe – May 22, 2020
In this week's Dividend Cafe, we are going to dive into a bunch of subjects - not because they are abnormal or extraordinary, but because ...
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A Solution Means Knowing What You Are Solving – May 15, 2020
I thought I would spend our efforts this week looking at catalysts that may not be so obvious. I want to begin discussions of long-term ...
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Sowing the Seeds of Human Flourishing – May 8, 2020
This week's Dividend Cafe looks at the overall economy, and I close with something I don't often do: A summary of our short, medium, and ...
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April Showers and May Flowers – May 1, 2020
I learned a lot in April that I want to share it with you. This week's Dividend Cafe is the longest and also the most ...
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TBG Investment Committee – Week of April 27, 2020
Sheltered-in-place but not forgotten, the Investment Committee of The Bahnsen Group zooms back into your podcast player with this detailed analysis
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Even More Ridiculous than Negative Oil Prices – Dividend Cafe – April 24, 2020
It has been a fascinating week in the markets, with oil tanking, but the energy sector way up; with the markets up and down every ...
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