David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
May 3, 2023 • 9 minutes
Fed Day is the best day
May 4, 2023 • 9 minutes
A huge theme right now in market punditry is that small caps are under-performing big caps, and that this speaks more to macroeconomic reality than the fact that big-cap companies have mostly hung in there.
May 5, 2023 • 17 minutes
So jump on into the Dividend Cafe, and let's look at the shockingly unexpected news that, wait for it - the American economy has not been the dystopian nightmare many have assumed it to be.
May 9, 2023 • 9 minutes
Of the total aggregate move higher in the S&P 500 so far this year, 93.5% of it has come from the 20 largest companies in the index, with 6.5% coming from the remaining 480 companies.
May 10, 2023 • 10 minutes
So the CPI today came in today at 4.9% year-over-year, the lowest we have seen now since April of 2021. 5% had been expected, so it is another month of slightly lower-than-expected year-over-year movement.
May 11, 2023 • 11 minutes
Interest rates all dropping and fed rate expectations in the futures markets strike me as the major market story of the day (and week).
May 12, 2023 • 17 minutes
While “current conditions” are less interesting to me in the Dividend Cafe, various macro themes and long-term trends represent the focus of this weekly missive.
May 15, 2023 • 12 minutes
Debt Ceiling, Housing Market, Strategic Petroleum Reserve and more
May 16, 2023 • 12 minutes
As for all that recession talk, estimates are still for a slightly up quarter in terms of real GDP growth for Q2, but with Q3 and Q4 being the likely entry period for GDP contraction.
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