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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.
Some bad things happened this week – for those who behaved badly. Nothing terrible happened this week – for those who behaved well.
Today’s edition is devoted to this week’s SALT Conference in NYC. There are takeaways that are going to make this meaty and substantive.
The basic message I share on this 20th anniversary of 9/11 is more significant in practical terms than prior investment commentaries.
There will be no investor who gets to ignore China. History is being made right before our eyes, and we need to understand it.
With Jerome Powell’s Jackson Hole speech, the hype and captivation in financial markets are symbolic of where I feel so much has gone wrong.
This week’s edition provides tremendous investment relevance for anyone who never buys a dollar of Chinese stocks, bonds, or currency.
The topic of Structured Credit tees up a far more important discussion about our entire portfolio thinking here at The Bahnsen Group.
We take a deep dive into China with the sole aim of determining where there may and may not be investment opportunities for our clients.
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
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