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Getting Fed Matters Right
Long-time readers know that I have strong opinions about the Fed, about monetary policy, about its relevance to economic conditions, and of course ab…
4 years, 4 months ago
What's in a Stock Price?
We are living in interesting times for equity investors, and I have no reason to believe those times will get any less interesting any time soon.
But…
4 years, 5 months ago
Market Outlook w/David L. Bahnsen - January 31, 2022
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
4 years, 5 months ago
The Energy Famine Has Become a Feast
I understand it may seem odd to devote a Dividend Cafe to the particular subject of the Energy sector in a week of surreal market volatility and medi…
4 years, 5 months ago
What is Shiny Becomes Dull
I telegraphed last week a special Dividend Cafe on energy today, and I reiterated that plan several times in DC Today this last week. But as I began…
4 years, 5 months ago
The Glass is Not Half Full
2022 is just two weeks underway, other people are joining me in no longer saying Happy New Year, the NFL playoffs are finally starting (a week later …
4 years, 5 months ago
Market Outlook w/David L. Bahnsen - January 10, 2022
Topics discussed:
Tech Reckoning Sector Positioning for 2022 (Tech, Energy) Tax implications for 2022 Inflation in 2022 Dividend growth investing in…4 years, 5 months ago
TBG Investment Committee - A Year Ahead, A Year Behind
CIO and Managing Partner - David L. Bahnsen Deputy Managing Partner - Brian Szytel Deputy CIO and COO - Deiya Pernas
Links mentioned in this episode:…
4 years, 6 months ago
The Fed Talks My Book
Markets followed up their monstrous week by dropping a bit to start this week, then rallying back to even mid-week, to sit somewhere between flat on …
4 years, 6 months ago
One Big Week and It's Not Different
As I type on Friday morning well before the market will open for the day, the Dow is up ~1,200 points on the week, basically right back to where it w…
4 years, 6 months ago