David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
Feb 2, 2023 • 8 minutes
The day after Fed Day saw markets rally more, mostly in the tech and consumer spaces, with energy and health care lagging.
Feb 3, 2023 • 31 minutes
Today is a re-hash of the greater macroeconomic view that I believe properly frames our perspective at The Bahnsen Group.
Feb 6, 2023 • 12 minutes
What is the real situation there in terms of what to expect for jobs going forward this year?
Feb 7, 2023 • 9 minutes
Lots of chatter from Fed Governors these days with Kashkari saying we need higher rates for longer, Bostic in Atlanta saying January’s jobs report speaks to another rate hike.
Feb 10, 2023 • 21 minutes
Why I believe dividend growth is uniquely suited for these moments
Feb 16, 2023 • 8 minutes
A drop in markets today which was actually a drop, then a recovery, then a drop again.
Feb 17, 2023 • 29 minutes
It is time to update our macro perspective on the energy sector and offer some correct practical suggestions around investing in it.
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