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David_20200104

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.

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New York Tough – June 26 – Dividend Cafe

It’s been another roller-coaster week in the markets, and we are ending the week with a sell-off. A volatile, range-bound market is the lay of the land.

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A Father’s Day Dividend Cafe – June 19, 2020

I want to start this Dividend Cafe by wishing all of you dads a very Happy Father’s Day.  I am a dad and had a father who impacted my life tremendously. 

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A Bull and Bear Fight, and I Feel Fine – June 12, 2020

Thursday’s market drop did not stress me out. 1,800 points came off the Dow in one day, and I did not spend any time “sweating” it

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TBG Investment Committee – Reunion Edition – Week of June 8, 2020

Our investment committee is back together, sheltering in place at our own studio, bringing you our perspective on all these subjects and more.

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New Highs Amidst New Lows – June 5, 2020

Our earnest hope is for more steadfast respect for human life and equality. We do have to ask how markets can go up so much with such disarray around us?

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First Things and Humility – May 29, 2020

This week focuses on many first principles in investing, beliefs about our principles and hopefully reflects the humility needed in risk management.

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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 they are normal.

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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 ramifications now.

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About the Author

DAVID L. BAHNSEN

Founder, Managing Partner,
and Chief Investment Officer

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).

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