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.
Unimpeachable Evidence about the Market – Jan. 24, 2020
Dear Valued Clients and Friends, Markets re-opened Tuesday this week after the MLK holiday on Monday, and experienced some modest moves to the downside on ...
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TBG Investment Committee Outlook -Week of January 20-24, 2020
Dear Valued Clients and Friends, We are too early into earnings season to have much to say and the impeachment/political ‘stuff’ is enough to exhaust ...
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Phase One, An Election Battle, and Earnings Galore – Jan. 17, 2020
Dear Valued Clients and Friends, As of press time Thursday it has been another strong week in markets, with the formal signing of the phase ...
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A Resilient Country and a Resilient Market – Jan. 10, 2020
Dear Valued Clients and Friends, And just like that, it is 2020 … I do trust you and yours had a wonderful holiday season, a ...
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The Year Behind and the Year Ahead – Read and Listen
Dear Valued Clients and Friends, Each year at The Bahnsen Group, I publish a whitepaper recapping the year behind us and offer our perspective on ...
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A Present Under Every Investor’s Tree – Dec. 20, 2019
Dear Valued Clients and Friends, Consider this week’s Dividend Cafe an early Christmas present, not just because of Brexit and the phase one China trade ...
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SPECIAL EDITION Dividend Cafe: A Weekend to Remember
On Friday the regular Dividend Café for the week went out, and it included as much of an update as possible around the UK elections ...
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Jobs Up, Rates Down, Trade About to Dance??? – Dec. 13, 2019
Dear Valued Clients and Friends, Volatility in the markets this week had been virtually non-existent (right up until press time) and then the President tweeted this: ...
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Permabears are Parasites and So Much More – Dec. 6, 2019
Dear Valued Clients and Friends, Welcome to the final month of 2019! I. Love. December. I love it no matter what the market does. I ...
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