The Dividend Cafe

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. 

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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.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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