DividendCafe Archives

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.

SALT on The Big Apple – Dividend Cafe – Sept. 17

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.

Never Forget – Dividend Cafe – Sept. 10

The basic message I share on this 20th anniversary of 9/11 is more significant in practical terms than prior investment commentaries.

A Final Touch on China – Dividend Cafe – Sept. 3

There will be no investor who gets to ignore China. History is being made right before our eyes, and we need to understand it.

The Real Problem with Jackson Hole – Dividend Cafe – Aug. 27

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.

What China Thinks of Us and Why it Matters – Dividend Cafe – Aug. 20

This week’s edition provides tremendous investment relevance for anyone who never buys a dollar of Chinese stocks, bonds, or currency.

Honesty is the Best Policy – Dividend Cafe – August 13

The topic of Structured Credit tees up a far more important discussion about our entire portfolio thinking here at The Bahnsen Group.

Special Edition: Investing in China – Dividend Cafe – August 6

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.

What is Rough and Troubling? – Dividend Cafe – July 30

This week, we look at some basic historical facts of the market and the environment in which we find ourselves.

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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).