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The Fog of War
I have pretty much written each Friday’s Dividend Cafe on the Friday morning of the day you receive it every single week for over a year now. If the…
4 years, 6 months ago
The Right Question to Ask in the Prediction Business
There was plenty of talk about Russia/Ukraine in DC Today this week as well in the unreliable news cycle, and there really isn’t any “new news” to re…
4 years, 6 months ago
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, 6 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, 7 months ago
Market Outlook w/David L. Bahnsen - January 31, 2022
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
4 years, 7 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, 7 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, 7 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, 7 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, 7 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, 7 months ago