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.

Is the Fed about to Break This? – Dividend Cafe – June 17

This week has to do with discussions around a potential deeper level of concern in financial markets, and what they may look like.

The Next Bad Thing – Dividend Cafe – June 10

Today’s edition looks at what could make this market get worse, in a real systemic, significant, macro kind of way.

My Eyes Have Seen Midstream Energy’s Resurrection – Dividend Cafe – June 3

This week, I talk about a very personal and biographical aspect of my life and apply it to a really specific investment lesson and principle.

Housing Comes Center Stage – Dividend Cafe – May 27

Housing is back front and center in financial discussions, and all I want to do today is make sense of it.

All the Questions You’ve Been Dying to Ask – Dividend Cafe – May 20

Today we address the most common questions received from clients and compiled a set of answers that walk through the big issues of today.

The Beached Whale of Doom vs. Reality – Dividend Cafe – May 13

There are a multitude of timely messages this week that are vital for investors in this current era and the one that is to come.

A Booze Free Punch Bowl – Dividend Cafe – May 6

Market volatility is on a roll. Today’s takeaway will be what to do about it (or not do about it). Knowledge followed by action.

Some “R Words” are Worse than Others – Dividend Cafe – April 29

Today we will look at recession reality in current times, when, what, and why, and unpack the investment implications of all of it.

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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).