David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
Dec 5, 2023 • 9 minutes
As we get ready for a busy week of jobs data a few things stick out
Dec 6, 2023 • 8 minutes
If you’re surprised by how much expectations have turned down for U.S. interest rates and Fed policy in 2024, you should see what those crazy cats in Europe have going.
Dec 8, 2023 • 27 minutes
I simply had three “mini” topics I wanted to address instead of one “mega” topic.
Dec 11, 2023 • 14 minutes
Greetings from 29 degree Grand Rapids, Michigan, where I have had a day of meetings and recordings and give two different speeches in two different Michigan cities tomorrow.
Dec 13, 2023 • 10 minutes
This may have been the least anticipated Fed Day in nearly two years, with the futures market serving up a 100% chance of no rate change ever since the last Fed meeting.
Dec 15, 2023 • 14 minutes
Beyond the economic reality of housing, from the silly (it is an “investment”) to the practical (it costs money to live somewhere), there is a deeply personal reality to housing, including for yours truly.
Dec 18, 2023 • 17 minutes
I love Mondays. I literally love them. Some day, I’ll write a book on how much I love Mondays. But in the meantime, let’s do the Monday version of DC Today!
Dec 19, 2023 • 9 minutes
Today saw risk assets rally yet again, with the Dow closing at another all-time high.
Dec 22, 2023 • 19 minutes
Let’s examine where dividend growth fits into our thinking not merely about 2022 and 2023 but for many years (and decades ahead)
Dec 21, 2023 • 10 minutes
Markets rallied today after their sell-off yesterday, moving up +322 points on the Dow.
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