David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
Sep 29, 2023 • 21 minutes
As far as the history of Wall Street, capital markets, and the investing universe goes, this was a page-one historical event.
Oct 3, 2023 • 7 minutes
Markets were hit hard again today, and I do imagine we are getting closer to some short-term capitulation, but you never know.
Oct 5, 2023 • 7 minutes
More or less, there is one market movement right now, even if it has three parts. Bond yields and the dollar are in the same direction; stocks are in the opposite direction
Oct 6, 2023 • 19 minutes
Today’s Dividend Cafe does it all today – it holds in tension the two things I most struggle with on these pages: the macro commentary of current events, and the behavioral wisdom of how not to react to such.
Oct 9, 2023 • 12 minutes
As an earnest believer in price discovery, I feel somewhat limited in terms of thoughts and deeds when all useful information is not actually available.
Oct 10, 2023 • 16 minutes
Markets today moved higher as bond yields came lower. One can argue that bond yields are dropping in response to comments from Fed governors yesterday, but the more prominent factor is likely a slight flight-to-risk out of the war situation in Gaza.
Oct 11, 2023 • 6 minutes
The minutes from the Fed meeting last month came out today and said nothing new or unsurprising at all.
Oct 13, 2023 • 27 minutes
You will find today a history that informs us about the reality of investing in a fallen world, where sometimes unspeakable evil takes place.
Oct 20, 2023 • 23 minutes
Get ready for some good takes on such subjects as fears about interruption to dividend growth, minimum wage laws, velocity and inflation, dollar strength, China, and more on the Israel/Middle East situation.
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