The Dividend Cafe

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A Rollercoaster is Better Than A Slide Mar 06, 2020

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It's FRIDAY, MARCH 6 - The markets were down over 800 points early but right at this moment are down 650 points. I have no doubt markets will move from here, and I have no idea which direction. Big moves, in either direction, are the daily expectation right now.

This week’s Dividend Cafe offers as much information, guidance, and reality as we are able to muster.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

TBG Investment Committee - The Week of March 2, 2020 Mar 03, 2020

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Our Investment Committee's weekly podcast today basically delves into all things market correction, market snap-back rally, coronavirus, and the political landscape shift of the weekend. An important listen in these volatile times. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A Wicked Week It Was Feb 28, 2020

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The market ended the month of February with a level of pain in the markets not seen since December of 2018 (fourteen months ago). As of press time Friday morning we have experienced sell-offs every day this week, creating the worst week for markets since the financial crisis. The details are unpacked in the Dividend Cafe … The level of sell-off in the market is discussed but so are a variety of circumstances around it that very much warrant additional analysis. I made the decision this Friday morning to ditch literally pages of commentary and analysis I wrote over the last few days and just write afresh straight from the heart on all that is going on. Please click through and read.

This is not a Dividend Cafe to miss.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

TBG INVESTMENT COMMITTEE CORONAVIRUS UPDATE – WEEK OF FEBRUARY 24, 2020 Feb 24, 2020

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The ongoing spread of coronavirus and uncertainty surrounding such pushed markets down a thousand points on the Dow (as of press time), and brought the ten-year bond yield to very near an all-time low. This 3%+ drop in stocks brings the equity market to where it was at the beginning of the year. Bond values continue to surge, offsetting much of the equity value drop for diversified investors.

In this special edition podcast our Investment Committee unpacks what is happening, why, what it means, what it doesn’t mean, and what we are doing (and not doing) about it. We also reiterate our theme of illiquidity-investments for 2020, and shout from the mountaintops the message that we are owners of business, not speculators in the stock market.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A Short Market Week But Not a Boring One! Feb 21, 2020

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We have the whole week unpacked in this week’s Dividend Cafe, and ample commentary on the Fed, earnings, politics and more.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Looking Beyond One Week Feb 14, 2020

Show notes

We cover the market action of the week (at least up until press time) this week. And yes, there are plenty of thoughts and ideas around the present investment environment ... But I also think you will find this week's Dividend Cafe to feature some longer-term reflections on the economy, on long-term challenges that drive so much economic behavior.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A Resilient Investor vs. A Resilient Market Feb 07, 2020

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Sometimes it is important to remember that “volatile” is not a synonym for “negative.” Volatility refers to “up and down” movement – directionless – choppy – uncertain.

In this week’s Dividend Cafe we do all we need to do to understand the current market volatility, to consider the right portfolio approach to all present state of affairs, and of course to break down one of the most significant political weeks in recent times.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

TBG Investment Committee Outlook - Week of February 3, 2020 Feb 04, 2020

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Topics discussed: The market has gotten a bit exciting, and this week's special edition Dividend Cafe podcast explores why. We look into what it means, what is causing it, what investors have gotten right, and where we go next.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Volatility Virus and Cure Jan 31, 2020

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Topics discussed: On Friday the regular Dividend Café for the week went out, and it included as much of an update as possible around the UK elections and the China trade war … But within hours of the submission there was more news, and then the next day even more, and then over the weekend even more still. I don’t want to wait until Friday to provide the latest and greatest … Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

AUDIO VERSION: YEAR AHEAD/YEAR BEHIND - Our 2020 Perspective Jan 31, 2020

Show notes

This is the AUDIO VERSION of Year Ahead/Year Behind annual report read by David L. Bahnsen, Founder, Chief Investment Officer, Managing Partner of The Bahnsen Group.

Topics discussed: This paper is a must read or listen for clients of The Bahnsen Group, as we unpack 2019 in review, evaluate what we were saying a year ago versus how things played out, and most importantly, do a deep dive on what we expect in 2020. A new decade is underway, and this piece provides actionable perspective on what investors ought to be thinking and doing in this pivotal time.

Click on the link below to download the written piece so you can access the charts and listen to every word of what has been an annual tradition of The Bahnsen Group.

Links mentioned in this episode: https://thebahnsengroup.com/wp-content/uploads/2020/01/2020-year-ahead-published.pdf DividendCafe.com TheBahnsenGroup.com

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