Menu
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 market events of the week (and 2022 so far) provide a golden opportunity to reinforce some more practical investment lessons right now.
I think we are due for a little update on a few big macro issues, so update you we will. Today’s Dividend Cafe covers a lot of bases.
We believe this YEAR AHEAD / YEAR BEHIND work will be valuable information for you as we assess 2021 and dive into 2022.
The Fed is changing the guard. Some things are changing; some are not. Understanding this may be the best Christmas gift I can offer.
Today we dig deeper into a couple of things that warrant our understanding – an understanding that is not the same as concern or worry.
Today we want to look at what does and does not play into our thinking and why many have their fears and non-fears exactly backward.
Today’s Dividend Cafe captures some Thanksgiving reflections from yours truly, the author of each week’s Dividend Cafe but also the Founder and Managing Partner of this firm.
People who are confident in the future save because it is the predecessor to what they really want to do – invest.
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).
Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
Copyright ©2021 The Bahnsen Group LLC