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.
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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New Normal and Old Normal – April 17, 2020
The market is up again on the week with some up and down days along the way. I hope you will see why I am ...
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A Good Friday Indeed – April 10, 2020
We do not know what equities will do next week, but we do know that the Fed gave markets a lot of news, and that ...
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Optimism and Realism – April 7, 2020
This early-week edition brings better information on market behavior over the last six weeks, stock buybacks, stop-losses, the Fed, oil, and optimism.
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