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.

What, Me Worry? – Dividend Cafe – April 23

The cap gain tax issue matters, so I wanted to address it and other things that seem to be a source of worry for many investors.

The Two Sides of the Coin in Normalization – Dividend Cafe – April 16

This week, we explore the “abnormalcy” of the economic contraction during COVID and the abnormalcy of the current economic recovery.

It Ain’t What You Don’t Know – Dividend Cafe – April 9

I am quite convinced that far more damage is done by what people believe to be true than what they don’t know.

Contagious Ignorance – Dividend Cafe – April 1

The financial news of the week begs for us to address the subject of “contagion risk” – one person’s risk spreading to others

A Primer on Bubbles – Dividend Cafe – March 26

Today’s edition looks into bubbles and attempts to offer a little clarity into a subject that gets quite polluted by poor punditry.

Stock Market Sensibility – Dividend Cafe – March 19

Dear Valued Clients and Friends, I had fun writing this week’s Dividend Cafe because I got to jump all over the place, just covering so …

Two Anniversaries Worth Remembering – Dividend Cafe – March 12

There are two anniversaries being commemorated this week – two! Both are vitally important and warrant special Dividend Cafe attention.

The Lessons of Anti-Money – Dividend Cafe – March 5

We currently have the weirdest of circumstances where “everyone” is talking about the right thing but doing so in the wrong way.

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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).