Dear Valued Clients and Friends,
For those who are new to the Dividend Cafe in the last year, we launch every new year with an extended white paper providing a look at the Year Behind and an analysis of the Year Ahead. I take pride in having an almost disturbingly good memory, but I cannot recall exactly what year I began doing this in the 2010s (it has been somewhere between 13 and 15 years now). This year’s is one of my favorites, with a lot to say about the year that just was (trips down memory lane are one of my favorite things), but some truly important observations about the year ahead.
So after a dedicated week of reading and writing, the annual Year Behind, Year Ahead Dividend Cafe is here. I hope you find the analysis informative and actionable. And feel free to share with anyone you wish. Happy New Year!
With regards,
David L. Bahnsen
Chief Investment Officer, Managing Partner
The Bahnsen Group
thebahnsengroup.com
This week’s Dividend Cafe features research from S&P, Baird, Barclays, Goldman Sachs, and the IRN research platform of FactSet