The Dividend Cafe

The Dividend Cafe

www.thebahnsengroup.com
News and commentary on events moving financial markets


Daily Covid and Markets Podcast - Wednesday May 27
May 27 • 23 min
First of all, please note our bi-weekly national video call this coming Monday, June 1, at 11:00am pacific time. I plan to address some things Monday I have not yet addressed through this COVID period, and invite your presence on the call. The market…
Daily Covid and Markets Podcast - Tuesday May 26
May 26 • 22 min
The market was up 530 points today behind extraordinary optimism in economic re-opening and directional good news on a vaccine development (more on both below – a lot on the health side). Futures had pointed to a ~300 point move higher throughout Memorial…
The Sobering, Thrilling Reality of ‘Back to Normal’
May 22 • 22 min
And in this week’s Dividend Cafe we are going to dive into a bunch of these subjects - not because they are abnormal or extraordinary, but because they are normal. The normal reality of financial markets and of being engaged in the management of such…
Daily Covid and Markets Podcast - Thursday May 21
May 21 • 20 min
The market was down a hundred points today, and basically stayed between flat and down one hundred all day. Oil remains around $34/barrel. Muni bonds continued about ten consecutive days of trading well. Corporates were off a tad. And syndicated loans…
Daily Covid and Markets Podcast - Wednesday May 20
May 20 • 18 min
The market rallied +370 points today, making back the points it was down yesterday, leaving the Dow through Wednesday with the nearly +1,000 point gain from Monday. Oil is approaching $34 after a +5% move today. It was a healthy day for risk assets across…
Daily Covid and Markets Podcast - Tuesday, May 19
May 19 • 21 min
The market was down 100 points or so in pre-market at 3:15am today, and stayed close to flat or modestly down until the open. It bounced a round a bit, then found the flat line and stayed there most of the day, before then seeing a substantial sell-off in…
Replay - National Conference Call on Covid 19 and Markets May 18, 2020
May 18 • 57 min
Chief Investment Officer David L. Bahnsen answers questions from investors on markets and the ongoing COVID-19 pandemic Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
A Solution Means Knowing What You Are Solving
May 15 • 19 min
What I want to do, starting in this week’s Dividend Cafe, but really in the weeks and months to come, is to examine the truly significant macroeconomic forces that are relevant to investors, and to explore investment solutions that match the moment. I do…
Daily Covid and Markets Podcast - Thursday, May 14
May 14 • 21 min
The market closed up almost 400 points today after an intra-day session that was surely one of the weirdest I have seen in a couple weeks. Futures were down 100-200 all morning pre-market, and went down further after the initial jobless claims number came…
Daily Covid and Markets Podcast - Wednesday, May 13
May 13 • 25 min
Futures were down last night, then up this morning, then went flat just as the market opened this morning. By the time the market open was catching steam downward pressure was on stocks, and that downward pressure accelerated a few hours after the open,…
Daily Covid and Markets Podcast - Tuesday, May 12
May 12 • 20 min
In the height of market violence throughout March and April it was routine that the overnight futures would do one thing, the opening the next morning something totally different, and the action throughout the day something different still. Sometimes even…
Daily Covid and Markets Podcast - Monday, May 11
May 11 • 13 min
The S&P was flat today, the Nasdaq was up, and the Dow was down 100 points, so let’s call it a flat day overall. We will cover our normal categories and take a few detours as well as we launch another market week in the midst of this COVID pandemic … As…
Sowing the Seeds of Human Flourishing
May 8 • 28 min
This week’s Dividend Cafe will do all it generally sets out to do. We will look at the overall economy, and I even close with something I don’t often do: A summary of our short term, medium term, and long term outlooks. There is quite a deep dive into the…
Daily Covid and Markets Podcast - Wednesday, May 6
May 6 • 17 min
Happy “Flash Crash” anniversary, to those who remember that fateful day (ten years ago today). I remember it like it was yesterday, ending a meeting with clients early (who were sitting in my office facing me at the time, as I faced the television over…
Daily Covid and Markets Podcast - Tuesday, May 5
May 5 • 15 min
The market was up 300+ points most of the day today, and just as the sell-off faded yesterday, the rally faded today, with the market closing up 133 points (though the S&P was up 34 bps more than the Dow). Links mentioned in this episode: DividendCafe.com…
Replay: National Conference Call on Covid 19 and Markets May 4, 2020
May 4 • 43 min
Chief Investment Officer David L. Bahnsen answers questions from investors on markets and the ongoing COVID-19 pandemic Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
April Showers and May Flowers
May 1 • 30 min
I learned a lot in the month of April as well, and I want to share it with you today. I am either excited to tell you or sorry to tell you that this week’s Dividend Cafe is the longest one I have ever written, but also the most important one I have ever…
Daily Covid and Markets Podcast - Thursday, April 30
Apr 30 • 12 min
After the big move up the last two days, we closed the extraordinary month of April with a down-300 point day. Weekly jobless claims came in at 3.8 million, bringing the aggregate new unemployment claims since the COVID crisis began to ~30 million. Oil…
TBG INVESTMENT COMMITTEE MARKET UPDATE – April 29, 2020
Apr 29 • 57 min
The Bahnsen Group Investment Committee is back together for the first time in weeks to discuss all matters of the market, Covid, and investing. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Daily Covid and Markets Podcast - Tuesday, April 28
Apr 28
The futures were pointing down 80-100 points without a lot of activity last night, yet by the early morning were pointing to a +300 point move higher. The market opened up ~400, bounced around throughout the day, and closed today down a tad. But the big…
Daily Covid and Markets Podcast - Monday, April 27
Apr 27 • 11 min
The futures opened yesterday down a pinch and reflected a down 80 or so opening for a couple hours. By the time I went to bed U.S. futures were pointing up 100, and more interestingly, the Nikkei was up over 400 points (see why below). I woke up to the…
Replay: National Call on Covid 19 and Markets
Apr 27 • 60 min
Last week’s national video call brought to you podcast listeners in audio form - COVID, two market phases, and what to do from here. Watch the call and follow along with the slides here - https://youtu.be/pt-wO73Y8to Links mentioned in this episode:…
Even More Ridiculous than Negative Oil Prices
Apr 24 • 13 min
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 rallying, and others selling off. Some degree of non-correlation between asset classes seems to…
Daily Covid and Markets Podcast - Thursday, April 23
Apr 23 • 11 min
The week of April 6 was the biggest “up” week in markets on a percentage basis since 1974. Last week (with up and down volatility) was another solid up week, whereas some tempering of the prior week’s rally had been expected. Coming into this week, I…
Daily Covid and Markets Podcast - Wednesday, April 22
Apr 22 • 13 min
The market rallied quite a bit today, coming off of the two ~600 point down days that started the week. Oil prices were up 22% (from their very low level, mind you) and they are at least now only showing the June contract vs. the delivery/storage fiasco…
Daily Covid and Markets Podcast - Monday, April 20
Apr 20 • 8 min
We cover the market, the latest in health data, plenty on housing prices, the PPP Part Two stimulus program, and oil prices - plus more Links mentioned in this episode: CovidAndMarkets.com DividendCafe.com TheBahnsenGroup.com
New Normal and Old Normal
Apr 17 • 27 min
The week went essentially much as I expected in the markets – the health data continues to point towards marked improvement, but not quite yet a full re-opening; markets did not continue the violent rally of last week, but had some modest volatility both…
Dividend Cafe - Daily Covid and Markets Podcast - Thursday, April 16
Apr 16 • 15 min
The Dividend Cafe Podcast will now add a Daily Covid and Markets reporting with the latest on the many aspects of the capital markets affected by COVID-19. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
A Good Friday Indeed
Apr 10 • 22 min
The market week is cut short by the Good Friday holiday this week, but investors liked what they received out of the four days markets were open. Monday represented one of the biggest up days in market history, and Wednesday and Thursday added to the…
Markets Look Forward
Apr 3 • 26 min
As I am taping Friday morning a short while into the final market session of the week, the market is nearly flat on the week (modestly down at this point). That came with a big move up Monday, a modest move down Tuesday, a huge move down Wednesday, a…
Miles and Miles To Go Before I Sleep
Mar 27
As of broadcast time, the market has moved significantly higher on the week, bouncing in a meaningful way Tuesday, Wednesday, and Thursday this week (after further sell-off Monday). As I record Friday morning, the market shows down (but it is early). We…
Fiscal Stimulus Bazooka Has Now Gone Nuclear
Mar 23 • 12 min
The utter insanity of today’s financial markets continued in Sunday evening futures action, Monday morning futures action, and throughout the day Monday. The largest Federal Reserve announcement yet came, and plenty needs to be said about the so-called…
The Realities of the Market Moves that Matter
Mar 20 • 11 min
There is a Friday Dividend Cafe coming – I do not know when – where the basic tone will be celebratory, and the underlying emotion will be relief. Some lift in equities, some normalization in credit, and some feeling that the worst is all behind us – that…
National Conference Call Replay - Covid 19 and Market Lows
Mar 17 • 68 min
Join TBG Chief Investment Officer for a National Conference Call where he delves deep into the reasoning behind the massive moves in the markets over the last three weeks. Share it with your friends! Links mentioned in this episode: DividendCafe.com…
TBG INVESTMENT COMMITTEE CORONAVIRUS UPDATE – WEEK OF MARCH 16, 2020
Mar 16 • 37 min
If one looks at the rapidity with which this market has sold off, the levels to which it has sold off, and the stressors that currently exist in our financial system and society at large, there is surely a lot of anxiety and uncertainty that permeates.…
Could It Be the Bottom?
Mar 13 • 27 min
It is so hard to stick to my normal Dividend Cafe format these days (not that anyone cares). I am trying to write two per week, and the markets are changing minutes after certain segments get written (or more challenging, the news itself alters or stories…
Dividend Cafe - Special Midweek Edition - Live from Washington D.C.
Mar 10 • 3 min
*Please go to dividendcafe.com to read this important post** I wrote an awful lot of stuff over the weekend for this special mid-week Dividend Cafe. I wrote about the bizarre reality that with three days last week that the market was down nearly 1,000…
A Rollercoaster is Better Than A Slide
Mar 6 • 23 min
It’s FRIDAY, MARCH 6 - The markets were down over 800 points early but right at this moment are down 650 points. I have no doubt markets will move from here, and I have no idea which direction. Big moves, in either direction, are the daily expectation…
TBG Investment Committee - The Week of March 2, 2020
Mar 2 • 49 min
Our Investment Committee’s weekly podcast today basically delves into all things market correction, market snap-back rally, coronavirus, and the political landscape shift of the weekend. An important listen in these volatile times. Links mentioned in this…
A Wicked Week It Was
Feb 28
The market ended the month of February with a level of pain in the markets not seen since December of 2018 (fourteen months ago). As of press time Friday morning we have experienced sell-offs every day this week, creating the worst week for markets since…
TBG INVESTMENT COMMITTEE CORONAVIRUS UPDATE – WEEK OF FEBRUARY 24, 2020
Feb 24 • 44 min
The ongoing spread of coronavirus and uncertainty surrounding such pushed markets down a thousand points on the Dow (as of press time), and brought the ten-year bond yield to very near an all-time low. This 3%+ drop in stocks brings the equity market to…
A Short Market Week But Not a Boring One!
Feb 21 • 11 min
We have the whole week unpacked in this week’s Dividend Cafe, and ample commentary on the Fed, earnings, politics and more. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Looking Beyond One Week
Feb 14 • 18 min
We cover the market action of the week (at least up until press time) this week. And yes, there are plenty of thoughts and ideas around the present investment environment … But I also think you will find this week’s Dividend Cafe to feature some…
A Resilient Investor vs. A Resilient Market
Feb 7 • 16 min
Sometimes it is important to remember that “volatile” is not a synonym for “negative.” Volatility refers to “up and down” movement – directionless – choppy – uncertain. In this week’s Dividend Cafe we do all we need to do to understand the current market…
TBG Investment Committee Outlook - Week of February 3, 2020
Feb 4 • 40 min
Topics discussed: The market has gotten a bit exciting, and this week’s special edition Dividend Cafe podcast explores why. We look into what it means, what is causing it, what investors have gotten right, and where we go next. Links mentioned in this…
The Volatility Virus and Cure
Jan 31 • 23 min
Topics discussed: On Friday the regular Dividend Café for the week went out, and it included as much of an update as possible around the UK elections and the China trade war … But within hours of the submission there was more news, and then the next day…
AUDIO VERSION: YEAR AHEAD/YEAR BEHIND - Our 2020 Perspective
Jan 31 • 68 min
This is the AUDIO VERSION of Year Ahead/Year Behind annual report read by David L. Bahnsen, Founder, Chief Investment Officer, Managing Partner of The Bahnsen Group. Topics discussed: This paper is a must read or listen for clients of The Bahnsen Group,…
TBG Investment Committee Outlook - Week of January 27, 2020
Jan 27 • 33 min
Topics discussed: The market dropped 450 points today as fears and uncertainties around the Chinese coronavirus make their way through the markets. In this special edition podcast with our whole investment committee we make the case for “don’t just do…
Politics Played A Role in Portfolios
Jan 23 • 19 min
Topics discussed: Markets re-opened Tuesday this week after the MLK holiday on Monday, and experienced some modest moves to the downside on the week as of Thursday’s press time … But in a shortened market week where the big political news (impeachment…
TBG Investment Committee Outlook -Week of January 20, 2020
Jan 21 • 57 min
Topics discussed: We are too early into earnings season to have much to say and the impeachment/political ‘stuff’ is enough to exhaust anyone. But ‘global macroeconomics’ - this is the stuff that gets us out of bed in the morning. And that’s what we did…
TBG Investment Committee Outlook - Week of January 13, 2020
Jan 17 • 27 min
Topics discussed: Managing Director, Partner Deiya Pernas and Director of Equity Research discuss the TBG client portfolio construction and infrastructure, equity and market hightlights of the week. Links mentioned in this episode: DividendCafe.com…
Phase One, An Election Battle, and Earnings Galore
Jan 17 • 18 min
As of press time Thursday it has been another strong week in markets, with the formal signing of the phase one-U.S/China trade deal, a strong start to earnings season, and the continued general feeling that this is a good market in a good economy. Of…
National Resilience Extends to Markets
Jan 10 • 25 min
Topics discussed: We have a full Dividend Cafe to bring you today. The news cycle did not slow down for the new year, and indeed, we have already opened the year with a slew of geopolitical events that add drama to capital markets. Links mentioned in this…
TBG Investment Committee Talks The Year Behind and The Year Ahead
Jan 9
Topics discussed: But first, I would direct you all to the annual white paper I do every year recapping the year behind us and offering our perspective on the year in front of us - Year Ahead/Year Behind. I believe you will find it to be an informative…
A Present Under Every Investor’s Tree
Dec 20, 2019 • 25 min
Consider this week’s Dividend Cafe an early Christmas present, not just because of Brexit and the phase one China trade deal and, of course, a 2019 in risk assets that has been one for the ages … but mostly because this is essentially a double issue…
TBG Investment Committee Talks Trump, Tariffs, Taxes, and Brexit
Dec 16, 2019 • 62 min
Topics discussed: On Friday the regular Dividend Café for the week went out, and it included as much of an update as possible around the UK elections and the China trade war … But within hours of the submission there was more news, and then the next day…
Tweeting The Market Higher
Dec 13, 2019
Topics discussed: The markets ripped higher and I will unpack more details when you click into this week’s Dividend Cafe … Since the market’s massive rally last Friday after mind-numbing good jobs numbers the market had barely budged this week. The…
The Ups and Downs of the Market This Week
Dec 6, 2019 • 23 min
Topics discussed: Welcome to the final month of 2019! I. Love. December. I love it no matter what the market does. I love it no matter what the news cycle is doing. It is just a wonderful time of year, and I have done my best to bring in this special…
Happy Thanksgiving! - 2019
Nov 27, 2019 • 12 min
Thanksgiving is the one week of the year, where we bypass market commentary and economic analysis in the Dividend Café. It serves as a logical week to take a break from the Fed, global GDP growth, the trade war, earnings, and market valuations. And…
Mayor Pete and Your Portfolio - TBG Investment Committee
Nov 25, 2019 • 53 min
In this week’s special Dividend Cafe podcast and video, The Bahnsen Group’s Investment Committee dives into the economic policy platform of surging Democratic nominee, Mayor Pete Buttigieg. Some refreshers on dividend taxation are in order, and so much…
Did Someone Say Trade Deal?
Nov 22, 2019 • 13 min
Topics discussed: As of press time mid-day on Thursday, the market was down about 250 points on the week, which is not noteworthy in that 250 points is nothing, especially divided by 28,000, and especially because it is three or four days of action. I…
The Worldview of Emerging Markets
Nov 19, 2019 • 52 min
Topics discussed: We have spent way too much time talking about the trade war, tariffs, the Fed, and Trump this year, and not nearly enough time talking about sustainable growth in the emerging markets. Our Investment Committee thoroughly unpacks what we…
There’s Reason for an Optimistic Outlook
Nov 15, 2019 • 24 min
Topics discussed: Greetings from New York City where I actually spent a day in Connecticut this week with clients and another day in Boston with clients and investment banks. I am en route back to California as this is being delivered to you, where I will…
All-Time Highs and Trading Away the Tariffs
Nov 8, 2019 • 14 min
Topics discussed: I am quite happy to say that this week’s market saw several new all-time highs reached (Dow and S&P 500) - more on that in the Dividend Cafe - but additionally happy to say that the reason for such was largely centered around pretty…
New York Annual Due Diligence Takeaways
Nov 5, 2019
Topics discussed: Our 14th annual New York due diligence trip featuring 20+ meetings with top portfolio managers, economic strategists, and alternatives partners was a whirlwind, and in this special podcast, we invite you into the key takeaways for us on…
The Fed Delivers as Promised
Nov 1, 2019
Topics discussed: And just like that, we find ourselves in the month of November, a stunningly quick completion of the first ten months of the year. This means that we are now officially in the holiday season, that the Presidential election is only one…
Politics, Policy, and your Portfolio
Oct 25, 2019 • 14 min
Topics discussed: Greetings from New York City where we are approaching the end of an intense week of meetings, discussions, debates, analysis, and soon, decisions. It has been invigorating and we still have a couple of days of meetings to go, so a more…
An Economic Lesson For The Short Term with Long Term Implications
Oct 18, 2019 • 18 min
Topics discussed: Greetings from the financial capital of the world that is New York City where I have officially begun my annual “due diligence” week, and where another week in the markets deserves comprehensive analysis. We focus our efforts this week…
The Financial Implications of Winning or Losing the Trade War
Oct 15, 2019 • 53 min
Topics discussed: The market loved the word Friday that the trade war talks did not blow up, and that they, in fact, have created the possibility of a reasonably positive “phase one” deal. The issues around the trade war and their impact on the economy,…
High Drama as Trade Talks Continue
Oct 11, 2019 • 19 min
Topics discussed: Some day-to-day volatility in the market unsurprisingly surfaced in markets this week as we were down 100, down 300, then up 200 the first three days of the week, all around various chitter-chatter as to where China-trade talks were or…
Earnings Season Expectations
Oct 9, 2019 • 55 min
Topics discussed: As hard as it may be to focus on anything other than political drama and the China trade war, we actually have an earnings season starting next week. Listen in or watch as our Investment Committee dives into all our expectations and…
It’s the Economy, Stupid
Oct 4, 2019 • 18 min
Topics discussed: As of press time the market was down significantly on the week, down approximately 800 points on the Dow since Tuesday morning. Believe it or not, Tuesday/Wednesday were the first back-to-back days of down over 1% (each day) in the S&P…
How Investors Should be Thinking about Politics and their Portfolios - TBG Investment Committee
Oct 1, 2019 • 43 min
Topics discussed: What does history tell us about political ramifications to one’s portfolio decision-making? What are the four categories we look at when evaluating political relevance to market action? And what ought investors do in these highly…
The Most Political Dividend Cafe Ever
Sep 27, 2019 • 25 min
Topics discussed: With the trade war still front and center in the global economy, earning season three weeks away, and continued questions about the Fed’s plans floating around, why did all market conversations seem to slip into the background this week?…
Index Funds as Weapons of Mass Destruction
Sep 24, 2019 • 57 min
Topics discussed: Our investment committee creates this podcast for you to tackle a variety of issues pertinent to investors. The mass increase in the popularity of index funds is the latest topic, only we don’t do it with the dryness and academic focus…
The FED did What??
Sep 20, 2019 • 19 min
Topics discussed: Some weeks are filled with little news but lots of market volatility, and then there are weeks like this one, where there actually was very little market volatility, but a lot of news. In this week’s Dividend Cafe, we dive into what will…
What Makes a Good Stock? - TBG Investment Committee - 9/17/19
Sep 18, 2019 • 30 min
4/5ths of The Bahnsen Group’s investment committee tackles this week’s outlook on the Fed and interest rates, the dicey situation with Iran and the market’s response, and most importantly; What makes a good stock?
Is The Trade War Really Over?
Sep 13, 2019 • 20 min
Topics discussed: One can be forgiven for assuming the trade war ended in looking at the market. On August 14 (one month ago) the Dow was below 25,500. At press time this week, the Dow is at 27,200, so nearly a 2,000 point recovery in one month (and back…
Not All Portfolios Are Created Equal - TBG Investment Committee Speaks
Sep 11, 2019 • 39 min
Topics discussed: This week’s Dividend Cafe podcast with the entire TBG Investment Committee almost makes it without talking about the trade war, the Fed, or Presidential tweets (not quite). But what we do accomplish this week is a digestible, succinct,…
Dividend Cafe Meets The Bahnsen Group Investment Committee
Sep 6, 2019 • 37 min
Topics discussed: Despite the shortened market week, we got another display of market uncertainty and persistent volatility this week (though lately the upside volatility has outweighed the downside volatility). We use this week’s Dividend Cafe to really…
Much Ado About Much
Aug 30, 2019 • 29 min
Topics discussed: The bulk of the first half of this week’s Dividend Cafe is dedicated to that which is most relevant to the markets right here and right now - the latest, the greatest, and all that is fit to print. Trade war, interest rates, the yield…
Investment Committee - August 28, 2019
Aug 29, 2019 • 54 min
Today’s podcast features our entire Investment Committee in a battle royale (of mostly agreement), talking trade war, markets yields, negative rates, “this time it’s different,” stock sectors, and alternative investments. Subscribe to the Dividend Café…
Crazy World, Crazy Market - August 22, 2019
Aug 23, 2019 • 25 min
Topics discussed: Chief Investment Officer David L. Bahnsen unpacks everything from the market’s response to “the trade war” and the “the rate war” to where things stand in the ongoing efforts with China, to what the Fed is doing, to the way people are…
The Dividend Cafe Meets the Fiscal Feminist
Aug 21, 2019 • 45 min
Topics discussed: For many years now we have been using our Dividend Café property to bring you frequent market commentary and portfolio perspective. Last year, we introduced the Fiscal Feminist identity, spear-headed by our very own Kimberlee Davis to…
Are We Going Into a Recession?
Aug 19, 2019 • 17 min
Topics discussed: We know the following things about the last 2-3 weeks in the market: (A) The China/trade war has blown up (B) The Yield curve has inverted (C) Negative yields persist all over the globe (D) Recession talk is everywhere So markets are…
It’s Been One Crazy Week in the Markets
Aug 15, 2019 • 15 min
Topics discussed: Is volatility back? You tell me - here was the market action this week: Down 400 points Monday, Up 400 points Tuesday. Down 800 points Wednesday. And as I submit this for the week, Thursday (late morning) we are up a little over 100…
Trump and Volatility
Aug 14, 2019 • 54 min
Topics discussed: Volatility expectations in the weeks/months ahead Trade war Currency Brexit Hong Kong The Fed Asset allocation when the 10-year is 1.65% and equities face uncertainty and volatility Within equities, what looks good? Energy sector Is big…
When An EasyTrade War Blows Up in your Face
Aug 9, 2019 • 18 min
Topics discussed: The last peace treaty in this trade war was supposed to be simple enough: The Chinese agreed to buy more agriculture from the United States and the U.S. agreed to lay off Huawei. Not even that was able to last. The intense stock market…
Trade Wars Not So Easy to Win for Investors
Aug 5, 2019 • 57 min
Topics discussed: The market suffered its worst week of the year last week and the downside accelerated today in response to China’s currency depreciation and the general market realization that this trade war ending is nowhere in sight. We sat down as an…
Trump and Trade Again…and Again
Aug 2, 2019 • 30 min
Topics discussed: This week’s trip to the Dividend Cafe will look at the overall health of the U.S. economy, at the state of credit markets, at all the context around the Fed’s present thinking, and some very important reminders about dividend growth…
A Hearing on Spending and Recessions
Jul 26, 2019 • 24 min
Markets appear to be up a tad on the week, with little volatility to show for it (as of press time, anyway). Earnings season is off to a really strong start, but I want to wait one more week to begin “report carding” earnings season (partially to not jinx…
When Doves Cry
Jul 19, 2019 • 16 min
As we enter the middle part of the summer, we also enter the beginning of Q2 earnings season, and this all adds up to fun times. The equity markets puttered around a bit this week and between the “wait and see” on a China trade deal and the “wait and see”…
The Markets are Happy and Well “Fed”
Jul 12, 2019 • 19 min
Topics discussed: Will the Fed Cut? Is a recession coming? A look at results of the tax reform bill Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Freedom Tree Planted in the Soil of Ideas
Jul 2, 2019 • 20 min
Topics discussed: A Pregnant Pause in the Trade Tirade Dividend Cafe; How it All Began Emerging Markets equals Earnings Growth Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
“Oh no! We’re at an all-time high!”
Jun 28, 2019 • 16 min
Topics discussed: Markets in the first six months of 2019 Fear of Market Highs Where we are in the trade war with China Dividend Cafe Podcast will be merged with Advice & Insights Podcast going forward. Links mentioned in this episode: DividendCafe.com…
Stocks Vs Bonds
Jun 21, 2019 • 16 min
Topics discussed: What stocks and bonds are saying to markets The Fed and Credit Markets Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Four Negative Weeks end with Best Week of the Year
Jun 14, 2019 • 14 min
Topics discussed: Fed put vs. Trump call - week #2 What Mexico Tariffs? Business Loses Confidence Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The New Narrative: A Fed Put vs. A Trump Call
Jun 6, 2019 • 19 min
Topics discussed: Mr. Tariff Man moves south Are tariffs inflationary? The Fed’s signal to markets. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
No Deal, No Relief
May 31, 2019 • 11 min
Topics discussed: Effects of trade war on business investment Impact is not limited to US and China Brexit, The Fed, and more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Human Nature and Twenty More Years of Debt
May 24, 2019 • 18 min
Topics discussed: Financial Advice vs Human Nature China Trade War Sovereign Debt Fed and Interest Rates Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Trade Talks Leaving Fewer Options
May 17, 2019 • 19 min
Topics discussed: The Great Trade Update - Three Options left on the table The HIT to the GDP Growth - it’s real and it could be big China’s “Nuclear” Option - what are the chances that things go Boom Links mentioned in this episode: TheBahnsenGroup.com
Trade Teetering by a Tweet
May 10, 2019 • 5 min
Topics discussed: Current state of trade negotians with China Market Reactions to renewed threats of trade war. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Productivity Numbers IS the story of the Week
May 2, 2019 • 19 min
Topics discussed: Earnings Watch - more come but things look good Capex Showing Signs of Life GDP - ‘nuff said Reading between the Fed lines Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Earnings Season Provides Some Gifts
Apr 26, 2019 • 16 min
Topics discussed: Sentiment vs. Fundamentals When you pray that past is not prologue Real Estate vs. Stocks in Recession Getting QE right so we can get the next five years right Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Getting the Growth Story Right
Apr 18, 2019 • 14 min
Topics discussed: Things really are good, but they really are sensitive to conditions that could make them not good The term “insurance cut” A slowdown in small business job creation Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Earnings and Dividends Are All The Buzz
Apr 12, 2019 • 10 min
Topics discussed: Earnings over next 4 Weeks Q1 Anecdote Brexit and other Beltway Bulls and Bears Links mentioned in this episode: TheBahnsenGroup.com
Q2 Picks Up Where Q1 Left Off
Apr 5, 2019 • 18 min
Topics discussed: Q1 in the can Capex update The oil price conundrum China trade deal Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Colluding with The Yield Curve
Mar 29, 2019 • 14 min
Topics discussed: And Germany is the Good One Growth story for the next decade The Fed’s Special Counsel Investigation is called the Bond Market Links mentioned in this episode: TheBahnsenGroup.com
Bearish Fears vs Fear of Missing Out
Mar 22, 2019 • 14 min
Topics discussed: “FOMO” – that fear of missing out Earnings watch Brexit Exit Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Putting the Puzzle Pieces of the US Economy Together
Mar 15, 2019 • 21 min
Topics discussed: Obsessed with CAPEX Job Report Fears Tax Reform Bill is a Sizeable One Brexit Bonanza! Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
What To Make of Earnings Growth?
Mar 7, 2019 • 17 min
Topics discussed: Earnings Valuations Tell the Tale The Emerging Case for Emerging Markets European Stimulus or Something Else? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Inflating Your Portfolio
Feb 28, 2019 • 14 min
Topics discussed: My Diatribe on Inflation Chairman Powell Talks Inflation The Case For Financials Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Behaving Thyself
Feb 21, 2019 • 17 min
Topics discussed: The Fed Minutes More Clarity on Tax Refunds Calm Before The Storm? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Excited About Dividends
Feb 14, 2019 • 14 min
Topics discussed: Earnings Watch 2019 Capex Watch 2019 Truth About Tax Reform Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Bottom-up vs. Top-Down Investing
Feb 7, 2019 • 12 min
Topics discussed: Bottom-up and Top Down Investing Market sector allocation Politics and markets Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Fed Waves the White Flag and Markets Throw a Party, Part 227
Jan 31, 2019 • 16 min
Topics discussed: Who Is Leading Who? What would Mr. Contrarian do? Catching a good return by the tail Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
What to Watch in the U.S. and China
Jan 24, 2019 • 17 min
Topics discussed: Current state of the market Chinese economic growth & their credit markets US corporate debt and monetary normalization Housing Market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Market Optimism, Brexit, and Freedom
Jan 17, 2019 • 21 min
Topics discussed: Are Markets Turning Optimistic? What to Make of the Brexit Drama 3.Separating The Taxed from the Untaxed Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Investors Don’t Want Safety, They Want the Illusion of Safety
Jan 10, 2019 • 11 min
Topics discussed: Safety isn’t Always Safe No Fix from Fixed Income Only Corporate Debt One Rung Above Junk Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Dividend Cafe - Happy New Year Edition 2019
Jan 3, 2019 • 12 min
Topics discussed: Fear of a Melt-Up?? Yield Curve Inversion and Recession Risk Are Computers to Blame? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
What Do These Record Highs and Volatile Lows Mean?
Dec 27, 2018 • 19 min
Topics discussed: What Happened in December? High Yield Is Highly Important Volatility, Meet Valuation Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Fed Tightens Things Once Again
Dec 20, 2018 • 12 min
Topics discussed: The secret sauce in the Fed’s actions and words Cost of capital vs. return on capital Will the market “yield” to the curve Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
God Grant Me The Serenity
Dec 13, 2018 • 18 min
Topics discussed: Working only on the things you CAN control P/E Ratios and Stocks going Down A Diatribe of Dislocations Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Market Bloodbath Explained
Dec 6, 2018 • 13 min
Topics discussed: That Pesky Yield Curve The Good and Bad of Volatility Connecting the Dots on FedSpeak Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Uncertainty Rattles The Markets
Nov 29, 2018 • 13 min
Topics discussed: A Two-Headed Friend (or Foe) Making Sense of the U.S. Energy Sector Bitcoin Boondoggle Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
This Oily China Problem
Nov 16, 2018 • 16 min
Topics discussed: Credit Market Realities Brexit Bonanza Pipelines further de-correlate Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Markets Love Midterms
Nov 8, 2018 • 9 min
Topics discussed: Jobs, jobs, jobs Diversification Means Always Being Upset, and Achieving Your Financial Goals Regulation Decline Spurring Growth? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Farewell October: Markets, MidTerms, and Trade Wars
Nov 2, 2018 • 13 min
Topics discussed: Trade War Turmoil Earnings, or Price-to-Earnings? Capex alert - or, How Is the Economy? Links mentioned in this episode: TheBahnsenGroup.com
What To Make of This Market Correction
Oct 26, 2018 • 15 min
Topics discussed: Why Are The Markets in Turmoil? When does the high Debt-to-GDP ratio become a problem? Why are U.S. monetary conditions tightening? Links mentioned in this episode: TheBahnsenGroup.com
Market Curiosity Peaks as Volatility Adds Tension
Oct 19, 2018 • 11 min
Topics discussed: Are rising interest rates to blame for market volatility? Unpacking what really happened in last week’s meltdown Housing market weakness Links mentioned in this episode: TheBahnsenGroup.com
Markets Meet Gravity
Oct 11, 2018 • 12 min
Topics discussed: What Happened This Week? Shooting Straight on Bond Yields Key Takeaways From the Sell-Off Links mentioned in this episode: TheBahnsenGroup.com
Inflation Rate Scare, or a Non-Corroborated Story?
Oct 5, 2018 • 9 min
This week, [someone], [someone else] and [another person] cover [topic]….. Topics discussed: Bitter Fight with Canada Barely Avoided Will China Play Out Like Canada? Bonds, Short Duration Bonds Links mentioned in this episode: TheBahnsenGroup.com
What Is the Fed Worried About? Just About Everything.
Sep 28, 2018 • 13 min
Topics discussed: Capex, the key ingredient in higher productivity China’s Currency Manipulation Mitigates Tariffs Tax Reform Results in Huge On-Shore Spending Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
A World Traveling Investor
Sep 21, 2018 • 16 min
Topics discussed: The right asset allocation means you’re not always following the market moves Japan’s economy is a telling story Chinese Tariff Rumor still don’t move the market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
One Decade Is Not Like The Rest
Sep 14, 2018 • 13 min
This week, David breaks down the week and remembers the events of a decade ago Topics discussed: The Great Recession Trade War Leverage Tax Reform Isn’t the Only Reason for the Economic Bump Links mentioned in this episode: TheBahnsenGroup.com
Actively Clarifying What Has Passively Become Silly
Sep 7, 2018 • 15 min
Topics discussed: Market Epicurean Series On 2008 Financial Crisis Active vs Passive Investing Cause of the next Recession Which asset classes are up, which are down Repatriation of Corporate profits Links mentioned in this episode: DividendCafe.com…
There’s Never Been a Recession When Profits Were Growing
Aug 31, 2018 • 13 min
This week, David covers the market moves Topics discussed: Yield and Phillips Curve - how do they work? The Hardest Job In the World - Fed Chair Jerome Powell Is Capex Capping? Links mentioned in this episode: http://thebahnsengroup.com…
Central Bankers Unite, Politicians Face Fright
Aug 24, 2018 • 13 min
Topics discussed: Central Bankers Descend on Jackson Hole The Fed is Getting Ready To Make Another Move Markets Hold Steady While the Political Drama Takes Flight Links mentioned in this episode: DividendCafe.com Advice and Insights Podcast…
Global Tensions Ripple Through World Markets
Aug 17, 2018 • 13 min
This week CIO David Bahnsen discusses headwinds to global economic growth, emerging markets, Turkey, dollar liquidity and more. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Midterm Mayhem Inflating or Deflating Markets
Aug 10, 2018 • 17 min
CIO David Bahnsen discusses current markets from the basis for market optimism to the prospects for more capital expenditures, to the real debate behind inflation and deflation Topics discussed: Causes for Cautious Optimism Midterm Election and Markets…
Trading Earnings for Tariffs
Aug 3, 2018 • 11 min
This week we get into the state of the economy Topics discussed: State of Economy 4.1% GDP Growth Successful Investor Behavior TheBahnsenGroup.com
Is The Bull Coming Back?
Jul 26, 2018 • 10 min
Topics discussed: Tax Reform Part Deux? The Inflation Chatter As profits go, so goes the market Contrarian Nugget of the Week
The Easy Path is Ending
Jul 19, 2018 • 12 min
This week, [someone], [someone else] and [another person] cover [topic]….. Topics discussed: A Mid-Year Look at the Midstream Sector Why Trump May Not Back Down Not All Inflation is Created Equal Links mentioned in this episode: DividendCafe.com…
A Sigh of Relief
Jul 13, 2018 • 18 min
This week, David discusses this week in markets….. Topics discussed: Trade war With China Bond Market Jobs and more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Trumpian Tariff Tango
Jul 6, 2018 • 11 min
This week, David upacks this holiday week in markets….. Topics discussed: Trade/ Tariffs Emerging Markets Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
One T Giveth, and the Other T Taketh Away
Jun 29, 2018 • 14 min
This week, David covers the ongoing market reactions surrounding trade….. Topics discussed: trade policy contributing to uncertainty dividend growth investing and separating market price fluctuations from market fundamentals Links mentioned in this…
The War Between Tax Reform and Tariffs
Jun 22, 2018 • 14 min
This week, David covers from trade stuff, to capex, to Japan, to so much more….. Topics discussed: China’s retaliation against US tariffs Small Business CAPEX on the rise! US moves up to #2 in world oil production much more Links mentioned in this…
The Fed, North Korea, and Stuff the Market Cares About
Jun 15, 2018 • 12 min
This week, David covers what was a busy “big news” week, yet markets barely moved (as of recording time) ….. Topics discussed: Singapore summit w/ North Korea Fed interest rate hike Much more Links mentioned in this episode: DividendCafe.com…
The Thing Causing Tension For Investors
Jun 8, 2018 • 11 min
This week David highlights the push/pull between bullish economic news vs. bearish concerns around monetary policy … Topics discussed: Health of US Economy Fed and short term interest rates Options for investors Links mentioned in this episode:…
Italy, The EU, and U.S. Markets
Jun 1, 2018 • 17 min
This week, David covers a week of compressed volatility in markets ….. Topics discussed: Political climate in Italy Implications for the EU, Sovereign debt and US markets Structural impedements to growth in Europe Further evidence the bull market has not…
More Financial Food For Thought
May 25, 2018 • 16 min
This week, David covers a variety of things effecting markets ….. Topics discussed: Interest rates Yield curve (and how it could effect the 2020 Presidential Election) Oil prices Oil and Natural Gas Pipelines Dollar rally Trade deals and much more. Links…
The New Normal Looks Like The Old Normal
May 18, 2018 • 14 min
This week, David covers some of his favorite topics ….. Topics discussed: Capex Alternatives Emerging Markets Oil Japan The Fed Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Taking a Stand On Interest Rates
May 11, 2018 • 15 min
This week, David tackles a variety of topics ….. Topics discussed: Interest rates Monetary policy Capex The bond market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Are Markets Aware Of This Positive Earnings Season?
May 4, 2018 • 14 min
This week, David covers ….. Topics discussed: Positive earnings reports Reasons behind the market reaction to this postive earnings season. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Tug o’ War Between Earnings and Bond Yields
Apr 27, 2018 • 10 min
This week, David covers ….. Topics discussed: Earnings Rising Long Term Interest Rates Political landscape and the market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
In Defense of Market Bulls
Apr 20, 2018 • 12 min
This week, David and looks back at the week and looks forward to earnings season….. Topics discussed: lessening of trade related volatility reasons to be bullish Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Market Volatility and YOU
Apr 13, 2018 • 15 min
This week, David Bahnsen covers important concepts regarding investor behavior in light of recent market volatility, and more….. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Week that Wasn’t Sure of Itself
Apr 7, 2018 • 12 min
This week, Chief Investment Officer David L. Bahnsen discusses the wild swings in markets this week. Links mentioned in this episode: www.DividendCafe.com
Recapping Q1 2018 & March’s Market Movers
Mar 29, 2018 • 8 min
This week, Chief Investment Officer David L. Bahnsen covers the increased volatility in the markets, and what investors should expect going forward. Links mentioned in this episode: www.DividendCafe.com
The Surprises of 2018
Mar 22, 2018 • 16 min
This week, David L. Bahnsen covers the years in markets and reveals his views on whether or not investors should expect more surprises in 2018. Links mentioned in this episode: www.DividendCafe.com www.TheBahnsenGroup.com
Larry Kudlow, March Madness, and More!
Mar 15, 2018 • 10 min
This week, David L. Bahnsen discusses President Trump’s appointment of Larry Kudlow as NEC Chairman, as well as recapping market trends and some talk on March Madness! Links mentioned in this episode: www.DividendCafe.com www.MarketEpicurean.com…
Making Bad Policy Matter Again
Mar 9, 2018 • 14 min
This week, David L. Bahnsen recaps the crazy week in markets caused by the Trump administration’s tariff announcement. Links mentioned in this episode: www.DividendCafe.com www.AdviceandInsights.com
Tying a Bow around the Gift of February
Mar 2, 2018 • 14 min
This week, David L. Bahnsen reviews the volatility, highs, and lows of February in the markets. Links mentioned in this episode: www.DividendCafe.com
Reincarnated as the Bond Market
Feb 23, 2018 • 14 min
This week, David L. Bahnsen discusses the whole new role that bonds are playing in the market. Topics discussed: It’s the bond market, genius Is a capex boom being missed? Be careful about what is supposed to be obvious Links mentioned in this episode:…
Markets Settle and Rebound
Feb 16, 2018 • 13 min
This week, Chief Investment Officer David L. Bahnsen discusses: Topics discussed: The re-pricing of stocks in tug-a-war The tragedy of higher wages When things get this screwy, they also get this good? Links mentioned in this episode: www.DividendCafe.com
The Week Volatility Said, “Remember Me?”
Feb 9, 2018 • 15 min
This week, David Bahnsen covers this week’s market volatility and what investors should learn from it. Topics discussed: “Navigating” through volatility What could Washington D.C. do to really make this worse? Is this all going to spook the Fed? Links…
So Markets CAN Move Up and Down?
Feb 2, 2018 • 14 min
This week, David L. Bahnsen discusses Recent market volatility The most encouraging thing about the economy Hedging deflation and buying growth Links mentioned in this episode: www.DividendCafe.com
Stock Market Says, “What Government Shutdown?”
Jan 26, 2018 • 14 min
This week, Chief Investment Officer David Bahnsen covers Topics discussed: The slippery mess of understanding oil A primer on equity market risk The potential game-changer at the Fed Links mentioned in this episode: www.DividendCafe.com
The Next Move in this Market
Jan 19, 2018 • 19 min
This week, David Bahnsen recaps the week in markets and reviews the ket takeaways from our 2018 whitepaper. Topics discussed: The excesses of markets and human behavior Sector outlooks for 2018 Why asset allocation matters Links mentioned in this episode:…
The Death of the PermaBear (Dare to Dream)
Jan 12, 2018 • 15 min
This week, David covers all sorts of things that matter to you as an investor….. Topics discussed: What Dow 25,000 really means How I feel about perma-bears Some timely coverage about value investing The Fed Links mentioned in this episode:…
The Changing Weather of 2018
Jan 5, 2018 • 15 min
This week, David looks at the year ahead….. Topics discussed: A new podcast Increased volatility The bond market Commodity price inflation Links mentioned in this episode: http://dividendcafe.com
Santa Delivers the Most Market-Friendly Tax Cut In Over 30 Years - Dec. 22, 2017
Dec 21, 2017 • 11 min
Santa Delivers the Most Market-Friendly Tax Cut In Over 30 Years - Dec. 22, 2017 by The Bahnsen Group
The Fed Walked Into Alabama to Buy Some Bitcoin and Their Taxes Went Down - Dec. 15, 2017
Dec 14, 2017 • 11 min
The Fed Walked Into Alabama to Buy Some Bitcoin and Their Taxes Went Down - Dec. 15, 2017 by The Bahnsen Group
David Bahnsen - Investors told to Brace for Steepest Rate Hikes Since 2006
Dec 13, 2017 • 5 min
David Bahnsen - Investors told to Brace for Steepest Rate Hikes Since 2006 by The Bahnsen Group
(Not) Our First Ever Piece on Tax Reform and Markets
Dec 7, 2017 • 13 min
(Not) Our First Ever Piece on Tax Reform and Markets by The Bahnsen Group
Here’s Why Market Timing Doesn’t Work
Nov 30, 2017 • 8 min
Here’s Why Market Timing Doesn’t Work by The Bahnsen Group
A Thanksgiving Message from The Bahnsen Group
Nov 21, 2017 • 10 min
A Thanksgiving Message from The Bahnsen Group by The Bahnsen Group
Tax Reform and Your Portfolio
Nov 16, 2017 • 9 min
Tax Reform and Your Portfolio by The Bahnsen Group
Earnings, Exports, and Tax Reform Sausage
Nov 8, 2017 • 7 min
Earnings, Exports, and Tax Reform Sausage by The Bahnsen Group
A New Fed Chair and New Tax Code: Just Another Week In Paradise
Nov 2, 2017 • 12 min
A New Fed Chair and New Tax Code: Just Another Week In Paradise by The Bahnsen Group
The Equity Bull is Alive and Here is Why
Oct 26, 2017 • 8 min
The Equity Bull is Alive and Here is Why by The Bahnsen Group
A Trip through the Fed, the White House, China, and Your Portfolio
Oct 19, 2017 • 13 min
A Trip through the Fed, the White House, China, and Your Portfolio by The Bahnsen Group
David Bahnsen On SiriusXM POTUS
Oct 19, 2017 • 7 min
David Bahnsen On SiriusXM POTUS by The Bahnsen Group
Is the Market Being Set Up?
Oct 12, 2017 • 11 min
Is the Market Being Set Up? by The Bahnsen Group
A Quarter Ends, a President is Confused, and More
Oct 5, 2017 • 7 min
A Quarter Ends, a President is Confused, and More by The Bahnsen Group
Tax Plan Revealed!
Sep 27, 2017 • 7 min
Tax Plan Revealed! by The Bahnsen Group
Yellen Does Some Yelling
Sep 21, 2017 • 13 min
Yellen Does Some Yelling by The Bahnsen Group
A Global State of Affairs
Sep 14, 2017 • 16 min
A Global State of Affairs by The Bahnsen Group
Human Nature and Your Portfolio
Sep 7, 2017 • 15 min
Human Nature and Your Portfolio by The Bahnsen Group
Hurricane Harvey and Your Portfolio
Aug 31, 2017 • 14 min
Hurricane Harvey and Your Portfolio by The Bahnsen Group
The Best Offense Is A Good Defense And The Best Defense A Good Offense - August 25 2017
Aug 24, 2017 • 10 min
The Best Offense Is A Good Defense And The Best Defense A Good Offense - August 25 2017 by The Bahnsen Group
Only One Side to Choose
Aug 17, 2017 • 12 min
Only One Side to Choose by The Bahnsen Group
Finally some Clarity on this Stock Market!
Aug 10, 2017 • 9 min
Finally some Clarity on this Stock Market! by The Bahnsen Group
The Elusive Pending Stock Market Crash
Aug 3, 2017 • 13 min
The Elusive Pending Stock Market Crash by The Bahnsen Group
Profits Earned, Lessons Learned, Sessions Burned
Jul 27, 2017 • 10 min
Profits Earned, Lessons Learned, Sessions Burned by The Bahnsen Group
You Can Keep Your Doctor AND Your CPA
Jul 20, 2017 • 13 min
You Can Keep Your Doctor AND Your CPA by The Bahnsen Group
The Week the Fed Muscled its way back to the Front Page
Jul 13, 2017 • 12 min
The Week the Fed Muscled its way back to the Front Page by The Bahnsen Group
Is North Korea the Next Big Threat to your Portfolio?
Jul 6, 2017 • 12 min
Is North Korea the Next Big Threat to your Portfolio? by The Bahnsen Group
Indications of a Bear Market, or Something Else??
Jun 29, 2017 • 10 min
Indications of a Bear Market, or Something Else?? by The Bahnsen Group
2017 Boiling Down to These Two Things
Jun 22, 2017 • 7 min
2017 Boiling Down to These Two Things by The Bahnsen Group
A Financial Education
Jun 15, 2017 • 15 min
A Financial Education by The Bahnsen Group
Believing in the Lessons of History
Jun 8, 2017 • 13 min
The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are…
The Case for Active Dividend Growth
Jun 1, 2017 • 14 min
The Case for Active Dividend Growth by The Bahnsen Group
A Week Without Trumpian Drama
May 25, 2017 • 10 min
A Week Without Trumpian Drama by The Bahnsen Group
Impeachment Odds Fly, Markets Swoon: What It All Means
May 19, 2017 • 7 min
The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are…
Comey Fired and Macron Hired
May 11, 2017 • 8 min
The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are…
Sell in May or Hold Today?
May 4, 2017 • 11 min
Sell in May or Hold Today? by The Bahnsen Group
Trump’s Tax Plan Takes Center Stage
Apr 28, 2017 • 9 min
Trump’s Tax Plan Takes Center Stage by The Bahnsen Group
Trump, China, and Growth
Apr 21, 2017 • 10 min
Trump, China, and Growth by The Bahnsen Group
Is A Bear Market In The Cards?
Apr 13, 2017 • 10 min
Is A Bear Market In The Cards? by The Bahnsen Group
The Standout Opportunity for Those Looking
Apr 6, 2017 • 10 min
The Standout Opportunity for Those Looking by The Bahnsen Group
A Quarter of Optimism
Mar 30, 2017 • 11 min
A Quarter of Optimism by The Bahnsen Group
Expectations for Trump Take Center Stage
Mar 23, 2017 • 10 min
Expectations for Trump Take Center Stage by The Bahnsen Group
March Madness or Market Madness
Mar 15, 2017 • 6 min
March Madness or Market Madness by The Bahnsen Group
Some Oil In Your Healthcare
Mar 9, 2017 • 8 min
Some Oil In Your Healthcare by The Bahnsen Group
Speech Trump vs. Twitter Trump: Dow 21,000 and Climbing
Mar 1, 2017 • 11 min
Speech Trump vs. Twitter Trump: Dow 21,000 and Climbing by The Bahnsen Group
What to Worry About is Different Than You Think
Feb 23, 2017 • 5 min
What to Worry About is Different Than You Think by The Bahnsen Group
David Bahnsen on The Larry Kudlow Show
Feb 21, 2017 • 19 min
David Bahnsen on The Larry Kudlow Show by The Bahnsen Group
The Theory and Practice of Navigating these Booming Markets
Feb 16, 2017 • 8 min
The Theory and Practice of Navigating these Booming Markets by The Bahnsen Group
Dividends, Valuations, and Trade Deficits
Feb 9, 2017 • 9 min
Dividends, Valuations, and Trade Deficits by The Bahnsen Group
No Protection in Protectionism: Investors, Immigration, and More
Feb 2, 2017 • 8 min
No Protection in Protectionism: Investors, Immigration, and More by The Bahnsen Group
Countdown to Dow 30,000
Jan 26, 2017 • 10 min
Countdown to Dow 30,000 by The Bahnsen Group
The Trump Era Begins
Jan 19, 2017 • 10 min
The Trump Era Begins by The Bahnsen Group
2017….Off With A Bang!
Jan 5, 2017 • 11 min
2017….Off With A Bang! by The Bahnsen Group
Dividends Under the Tree and a Lump of “Gold” in the Stocking
Dec 21, 2016 • 7 min
Dividends Under the Tree and a Lump of “Gold” in the Stocking by The Bahnsen Group
Dividends, Dollars, and Central Bankers
Dec 16, 2016 • 12 min
Dividends, Dollars, and Central Bankers by The Bahnsen Group
Trump Bump Gets More Interesting
Dec 1, 2016 • 11 min
Trump Bump Gets More Interesting by The Bahnsen Group
The Week After: Morning in America
Nov 17, 2016 • 12 min
The Week After: Morning in America by The Bahnsen Group
The Craziest Election of our Lives, and Your Portfolio
Nov 9, 2016 • 9 min
The Craziest Election of our Lives, and Your Portfolio by The Bahnsen Group
Markets Frightened , Election Tightened, Media not Enlightened
Nov 3, 2016 • 10 min
Markets Frightened , Election Tightened, Media not Enlightened by The Bahnsen Group
Learnings, Earnings, and Yearnings
Oct 20, 2016 • 11 min
Learnings, Earnings, and Yearnings by The Bahnsen Group
October 14 PODCAST Dividend Cafe
Oct 13, 2016 • 10 min
October 14 PODCAST Dividend Cafe by The Bahnsen Group
Live from New York
Oct 6, 2016 • 6 min
Live from New York by The Bahnsen Group
Oil and Apple, The Big Apple That Is
Sep 29, 2016 • 12 min
Oil and Apple, The Big Apple That Is by The Bahnsen Group
Led by the Fed
Sep 22, 2016 • 10 min
Led by the Fed by The Bahnsen Group
The New Normal is the Old - Sept. 16, 2016
Sep 16, 2016 • 12 min
The New Normal is the Old - Sept. 16, 2016 by The Bahnsen Group
Dividend Cafe - Fall is Here: Will it Mean a Fall is Near? Sept 9 2016
Sep 8, 2016 • 10 min
Dividend Cafe - Fall is Here: Will it Mean a Fall is Near? Sept 9 2016 by The Bahnsen Group
Markets and College Football: A Time For Serious Focus – Sept. 2, 2016
Sep 1, 2016 • 10 min
Markets and College Football: A Time For Serious Focus – Sept. 2, 2016 by The Bahnsen Group
Growth and Debt and Everything in Between - August 26, 2016
Aug 25, 2016 • 10 min
Growth and Debt and Everything in Between - August 26, 2016 by The Bahnsen Group
Rio, Rubio, and Your Portfolio - August 12, 2016
Aug 11, 2016 • 13 min
Rio, Rubio, and Your Portfolio - August 12, 2016 by The Bahnsen Group
A Gold Medal for Disciplined Investing - August 5, 2016
Aug 4, 2016 • 14 min
A Gold Medal for Disciplined Investing - August 5, 2016 by The Bahnsen Group
Earnings and Elections Cap a Huge July - July 29, 2016
Jul 28, 2016 • 14 min
Earnings and Elections Cap a Huge July - July 29, 2016 by The Bahnsen Group
A Win Streak for the Ages and Company Profits Galore – July 22, 2016
Jul 22, 2016 • 14 min
A Win Streak for the Ages and Company Profits Galore – July 22, 2016 by The Bahnsen Group
All Time Market Highs Mean … - July 15, 2016
Jul 15, 2016 • 16 min
All Time Market Highs Mean … - July 15, 2016 by The Bahnsen Group
What To Expect for the Rest of the Year - July 8, 2016
Jul 8, 2016 • 18 min
What To Expect for the Rest of the Year - July 8, 2016 by The Bahnsen Group
A Week Not to be Forgotten by Any Investor - July 1, 2016
Jul 1, 2016 • 11 min
A Week Not to be Forgotten by Any Investor - July 1, 2016 by The Bahnsen Group
Not Out of the Woods – Brexit Part 2 and What it Means to You – June 28, 2016
Jun 27, 2016 • 15 min
David Bahnsen, Chief Investment Officer of The Bahnsen Group, sounds off more with ten observations about BREXIT and the market’s response to it
Bookies vs. Pollsters and Your Portfolio - June 17, 2016
Jun 15, 2016 • 19 min
Bookies vs. Pollsters and Your Portfolio - June 17, 2016 by The Bahnsen Group
Fedexit: Forget Brexit - June 10, 2016
Jun 9, 2016 • 10 min
Fedexit: Forget Brexit - June 10, 2016 by The Bahnsen Group
Forbes Article - One Man’s BREXIT is Another Man’s Prosperity – June 2, 2016
Jun 2, 2016 • 8 min
Forbes Article - One Man’s BREXIT is Another Man’s Prosperity – June 2, 2016 by The Bahnsen Group
From May to June and Not a Moment Too Soon - June 3, 2016
Jun 2, 2016 • 17 min
From May to June and Not a Moment Too Soon - June 3, 2016 by The Bahnsen Group
The Economy, Fed, and You - May 27, 2016
May 26, 2016 • 14 min
Dividend Cafe - The Economy, Fed, and You - May 27, 2016