Menu
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.
At the heart of what I think we are dealing with as a society with COVID is the inability or unwillingness to accept trade-offs between risk and reward.
This week we look at the first half of 2020, and plan and project for the second half of 2020, and beyond. It will be complicated, and it will be tough.
It’s been another roller-coaster week in the markets, and we are ending the week with a sell-off. A volatile, range-bound market is the lay of the land.
I want to start this Dividend Cafe by wishing all of you dads a very Happy Father’s Day. I am a dad and had a father who impacted my life tremendously.
Thursday’s market drop did not stress me out. 1,800 points came off the Dow in one day, and I did not spend any time “sweating” it
Our investment committee is back together, sheltering in place at our own studio, bringing you our perspective on all these subjects and more.
Our earnest hope is for more steadfast respect for human life and equality. We do have to ask how markets can go up so much with such disarray around us?
This week focuses on many first principles in investing, beliefs about our principles and hopefully reflects the humility needed in risk management.
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
Copyright ©2020 The Bahnsen Group LLC