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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.
Sheltered-in-place but not forgotten, the Investment Committee of The Bahnsen Group zooms back into your podcast player with this detailed analysis
It has been a fascinating week in the markets, with oil tanking, but the energy sector way up; with the markets up and down every day; with some bond sectors
The market is up again on the week with some up and down days along the way. I hope you will see why I am very excited about this week’s Dividend Cafe.
We do not know what equities will do next week, but we do know that the Fed gave markets a lot of news, and that will be the primary focus this week.
This early-week edition brings better information on market behavior over the last six weeks, stock buybacks, stop-losses, the Fed, oil, and optimism.
The key, my friends, is where we go from here, and that itself is riddled with uncertainty. So let’s unpack as much uncertainty as we can.
We offer a lot of perspective on where things stand in the markets right now, some very serious opportunities, and some real and lasting risks.
This week attempts to combine a lot of investment application, macroeconomic commentary, and essential financial wisdom into one trip to the Dividend Cafe.
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).
Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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