The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press), and Full-Time: Work and the Meaning of Life (Post Hill Press).
1074 episodes transcribedI’d love to say “Fed comments caused the market to drop today” but it would be untrue. Within seconds of the Fed release the market went from +200 to...
A volatile day to the downside in markets today as traders await comments from the Fed tomorrow and as bond yields bring down risk asset valuation. Do...
It is not accidental that I write so much about the Energy sector. First and most applicable, we are big energy investors at The Bahnsen Group, carry...
Special thanks to all who have reached out to say how much they like and appreciate the new format. Between the addition of a podcast, a video, a tra...
The day after the market sell-off you had a small move higher in each equity index but I unpack it all and then some here … MARKET ACTION Dow: +30 poi...
The Consumer Price Index (Headline CPI) came in +8.3% over where it was a year ago. Core CPI (which excludes food and energy) came in at +6.3% versus...
It’s pretty anti-climactic that I announce the new DC Today plans on Thursday and then we get to Monday and … it’s the same DC Today you are used to …...
I first want to thank everyone for the extremely positive feedback last week on the somewhat unique Dividend Cafe juxtaposing USC football and markets...
Why in the world would I waste the precious soundwaves of Dividend Cafe to recap day-by-day market action when this hallowed ground is supposed to be...
Long-time readers of Dividend Cafe know that the real intent of this weekly commentary is to delve into the macroeconomic – the big picture – the high...
We have a fun Dividend Cafe for you this week, with by far the most important things on my mind in the summer of 2022 getting all of the attention. T...
I kind of like this week's Dividend Cafe. We are going to do a very quick look into how the Fed fuels Japanification, but more specifically, how low-...
One of the hardest things about being an economic commentator in this day and age is that economic commentary requires nuance, and this day and age re...
I really did mean to write this entire piece last week but simply ran out of time and space. I will give you a recap today of last week’s takeaways b...
It has been a year and a half since I first took up the inflation/deflation debate as a matter of contemporary debate (a part 1 and a part 2). As muc...
I send this week’s Dividend Cafe at the end of a 24-hour trip to Las Vegas, where I spoke at a conference yesterday. 2,600 people have come to the 11...
The fundamental tension in the economy today, and less directly so, in markets themselves, is really simple: Is a recession coming that slows down pri...
Happy Independence Day weekend to you and yours. Or for those without much historical interest, Happy Fourth of July. Today’s Dividend Cafe is not go...
I’ll be very honest with you – I prefer single-topic Dividend Café issues. I wrote a multi-topic weekly commentary for many years before moving to a...
Volatility continues and certain market sectors are reeling, along with investors. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.c...
