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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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The Country No One is Talking About – Dividend Cafe – March 25

There is a country that is rarely discussed these days and perhaps offers as many economic implications as Russia, Ukraine, and China.

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The Dream Team – Dividend Cafe – March 18

This week our Investment Committee tackles the Russia/Ukraine situation while TBG Partner Trevor Cummings offers his Thoughts On Money.

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From Growth with Love – Dividend Cafe – March 11

There is some true connectivity between today’s edition and how it interacts with current events.  At the core is the challenge of growth.

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The New Rules of Diversification – Dividend Cafe – March 4

Today we look at addressing portfolio distress through asset allocation – what it currently means, what has changed, and why it matters.

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The Fog of War – Dividend Cafe – Feb. 25

We devote this week to Russia/Ukraine. May your investor knowledge and appreciation of global affairs grow as a result.  To that end we work.

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The Right Question to Ask in the Prediction Business – Dividend Cafe – Feb. 18

Today, I try to point us towards an understanding that will prove helpful in future discussions about inflation, the Fed, and interest rates.

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Getting Fed Matters Right – Dividend Cafe – Feb. 11

This week, we will see if we can’t make more sense of what the risks are and are not around current Fed actions.

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What’s in a Stock Price? – Dividend Cafe – Feb. 4

A little more understanding of what one is paying for when buying stocks may help us understand how to navigate the next phase of markets.

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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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