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 Outlook – Week of February 3, 2020
The market has gotten a bit exciting, and this week’s special edition Dividend Cafe podcast explores why. We look into what it means, what is ...
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The Volatility Virus and Cure – Jan. 31, 2020
The market hit an expected roller-coaster this week as all the buzz is around the coronavirus in China.
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TBG Investment Committee Outlook -Week of January 27, 2020
Dear Valued Clients and Friends, The market dropped 450 points today as fears and uncertainties around the Chinese coronavirus make their way through the markets. ...
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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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