David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
May 17, 2023 • 9 minutes
So markets rallied hard today as both sides in this Biden/McCarthy negotiation assured listeners that a default won’t happen.
May 19, 2023 • 22 minutes
Regardless of how the three bank failures of 2023 came to be and how people have thought about or processed those failures since they occurred, there are forward-looking questions that many are asking.
May 22, 2023 • 11 minutes
The G7 meetings wrapped up in Japan, and the general consensus seemed to be ongoing broad support for Ukraine
May 23, 2023 • 12 minutes
The drama in Washington is supposed to be all the rage, and I am torn because I do know it is the primary mover in minute-by-minute market fluctuations.
May 24, 2023 • 9 minutes
The impact of tightening credit – the variables around that will be real in six months. Almost nothing anyone else is talking about right now will be.
May 26, 2023 • 19 minutes
Today I want to talk about the concept of shareholder engagement, what it means, what it ought to mean, and what The Bahnsen Group is doing in this regard.
May 25, 2023 • 9 minutes
The debt ceiling discussions advanced today though no final deal was struck. The adjectives and nouns across the headlines refer to “fresh urgency,” and “potential default,” and “sensitive phase
May 31, 2023 • 7 minutes
The debt ceiling bill has gotten through the House Rules Committee, and it appears nearly certain that the House will have the votes tonight for passage.
Jun 1, 2023 • 7 minutes
As expected, the House passed the McCarthy-Biden debt ceiling bill, and the Senate will do their part by this weekend. The bill passed by a vote of 314-117, quite the nail-biter, with 165 Democrats voting yes and 149 Republicans voting yes.
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