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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) and The Case for Dividend Growth: Investing in a Post-Crisis World (Pos ...
 
A show about the perilous state of the Golden State—and what that means for you, wherever you live. California is the hothouse lab of the Left, the nation-state creating the statist policies, art, and lifestyles of the future – and generating the political dollars to make them a reality in a community near you. Hosts Will Swaim (California Policy Center) and David Bahnsen (The Bahnsen Group, Fox Business News commentator, conservative activist) beam this weekly show internationally, from mos ...
 
Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering e ...
 
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show series
 
I have been thinking a lot about the stock market lately, but not for the reasons most people think about it. The most common thing people wonder about the stock market is something like this: “Is the market about to go up, or down?” I think long-time readers of the Dividend Cafe know how I feel about that question (“long-time” could mean the last …
 
California public officials tell us to cut electricity consumption, and then encourage the production and sale of electric vehicles — with what are likely to be disastrous results for citizens, the environment, and national security. In other news: Representative Eric Swalwell’s dalliance with sexy Chinese spies hasn’t stopped him from suing speake…
 
I do something a little different in this week’s Dividend Cafe – I cover three topics, and pretty separate ones from one another at that. In my mind they are all connected – but lots of things are connected in my mind that may not make sense to others. In this case, I see them as distinct topics yet connected in the sense that they all are part of …
 
Los Angeles County Director of Public Health, Dr. Barbara Ferrer, defies science and reimposes mask mandate. Caitlyn Jenner flies to Australia to tape Big Brother with recall voting to start in weeks. Governor Gavin Newsom signs up California taxpayers for a $330 million handout to Hollywood, and film execs return the favor with campaign contributi…
 
Like most of you, before the financial crisis, I had never heard the term or uttered the term “quantitative easing.” This somehow becomes completely standard fare in the lexicon of finance in the last 13 years, and it is now uttered by people who I am 1,000% positive do not know what it is dozens of times per day in the media. There is nothing wron…
 
Will this summer’s water shortages, electricity blackouts, wildfires, and the return of COVID-19 mask mandates fuel the campaign to recall Gavin Newsom on September 14? In other news: Marjorie “Jewish Space Lasers” Taylor Greene takes on Caitlyn Jenner, attorney Michael Avenatti is headed for the federal pen, a Riverside community college prof defe…
 
Today I am going to do something an investment manager who writes about investing all the time ought to do more – I am going to talk about the market. Now maybe you think I do that all the time, and you’d be right. But truth be told, my investment writing is very purposely peppered with the stuff I think most matters to investors – behavioral pract…
 
With crime rising in the City by the Bay, DA Chesa Boudin comes armed with a new pronoun policy for trans and nonbinary people. Attorney General Rob Bonta expands California’s ban on taxpayer-funded travel to 17 states with laws he thinks discriminate against transgender people. State assemblyman Kevin Kiley announces he’s running to replace Gavin …
 
I have always had a sort of unfair pet peeve with people talking about time moving either too fast or too slow. I think what I hate is the thoughtlessness of it – the sort of expected cliche when someone says, “wow, this year has flown by.” For one thing, it can’t possibly feel that way for everybody, yet it seems like everybody says it. Plus, it o…
 
Oakland is suffering through an epidemic of gun violence, and African-American activists say the solution is $100 million in federal aid for guaranteed income, business subsidies, mortgage payments, and “culturally competent” therapy. Entering fire season, we now know Governor Gavin Newsom lied about his efforts to manage the state’s forests — on t…
 
The weird week in the markets doesn't change what I want to be doing with each Dividend Cafe. As of press time, the market is up ~1,000 points on the week, with pre-market futures on this Friday pointing to a +100 point open. The day-to-day and week-by-week movements in the market are not the subject of the Dividend Cafe, but they are what we do ea…
 
Governor Gavin Newsom’s experiment in legalized weed is failing, and the weed industry says government is to blame. As Newsom gavels to order the nation’s first state reparations committee, David and Will consider the racism inherent in Democratic policies. Congressional Republicans say California ought to return $27 billion the state received in t…
 
We had an interesting week in financial markets … The Fed did exactly what they were expected to by any reasonable person – nothing more, nothing less. They acknowledged the economy is improving, they said they were “talking about talking about” slowing down their quantitative easing. And they indicated two years from now as a time where the fed fu…
 
David and Will consider Governor Newsom’s telethon-style approach to vaccinations, Joe Biden’s affection for Golden State high-speed rail, and Bloomberg News’s bizarre defense of California economic policy. In Wiener Watch: State senator Scott Wiener understands the idiocy of environmental regulation — but only when it interferes with his efforts t…
 
Why conservatives should be wary of letting conservative California counties join Idaho. The Left goes nuts as Kamala Harris tells Central Americans to stay home. New study shows California systematically overcounts COVID cases among kids in order to close schools. Waiting for June 15 to return to normal? Forget it: Governor Gavin Newsom now says h…
 
We had a reasonably boring week in the markets (as of press time, which is after the market open on Friday, the Dow is modestly down on the week but no up or down day this week was particularly significant), but it was somewhat less boring in economic news. What I want to do today is look at the variety of economic news circulating and apply a mark…
 
For now (even from my spot out of the country), I do keep my weekly streak alive with the Dividend Cafe. Going back to the week of Lehman’s bankruptcy in September 2008 I have missed just one weekly commentary, and this weekly podcast really is one of the things I love most about my job. Today’s may be a little shorter than normal, and it is primar…
 
We celebrate the 175th anniversary of John C. Fremont’s description of the San Francisco Bay as “a golden gate,” consider the possibility of a Tulsi Gabbard run for California governor, CalPERS’s role in a lefty shareholder revolt at Exxon, the rising number of male inmates in California’s women’s prisons, the decline of a once-powerful government …
 
There is no shortage of investment symposiums to attend in my business. Whether it be events put on by the big firms I have worked for over the years (UBS, Morgan Stanley), or symposiums sponsored by various money managers and asset management firms, or just independent groups putting on their own show, I am quite sure I have attended over a hundre…
 
A Santa Clara County official’s use of a barnyard metaphor to describe the unseemly relationship between government unions and politicians naturally outrages union leaders. The L.A. teachers union blasts Israel and ignores Hamas. The San Diego assemblywoman behind AB5 is now working to destroy the franchise system that made McDonald’s and 7-Eleven …
 
I thought I would do something really fun with this week’s Dividend Cafe, but just as soon as I typed that I realized that, like beauty, fun is in the eye of the beholder. But what “fun” thing I was going to do was write a full recap of the recent Mauldin Strategic Investor Conference that took place from May 5 through May 14, and use that recap to…
 
Anyone who knows me personally knows that I loathe melodrama. And hopefully, anyone who has followed my writing for any period of time, especially my financial writing, knows that I hate click-bait, hype, exaggeration, dramatic hyperbole, shock and awe, and other such media-friendly tactics designed to scare, provoke, or just plain manipulate us. I…
 
One of the questions I get asked the most is, “what scares you right now?” Clients ask it every now and then, or some version of it, but I also get asked in various TV interviews that ever-so-compelling question, “what keeps you up at night?” There is one particular problem with the question I want to address in this week’s Dividend Cafe, and I wan…
 
Tell me what you think about these two statements: (1) Markets are dynamic, ever-changing forces. They are never predictable, their outcomes are never assured, the inputs are constantly adjusting with the ebbs and flows of different circumstances and facts that have to be monitored, studied, and adjusted as needed. (2) There is nothing new under th…
 
This week’s Dividend Cafe is going to dive into the “abnormalcy” of the economic contraction during COVID, the abnormalcy of the economic recovery we are currently in (and will be in for months to come), but then also the “normalcy” of pre-pandemic economic life, and what that means on the other side of this. I will humbly suggest that despite the …
 
The title of this week's Dividend Cafe comes from one of my favorite quotes, ever. "It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so."~ Mark Twain (I attribute to Mark Twain because everyone does, but ironically given the substance of the quote, even this appears to be untrue, with most scholar…
 
The actual event that I am discussing may be totally foreign to you, despite the fact that it has dominated the financial news for five or six days. There is a good reason for this if, indeed, it is true for you. The event has proven to be a really weak “news” story in my mind (not for lack of trying), but even apart from the broader news hype, it …
 
Who would have guessed that at the one-year mark of the worst market drop since the Great Financial Crisis, one of the hottest topics in financial markets is whether or not we are in a “bubble.” Am I the only one that sees a tiny bit of irony here? A year ago, the conversation was entirely focused on whether or not millions of American people were …
 
If you want a better understanding of the present state of the equity land, this is a good Dividend Cafe for you. If you want a realistic assessment of the risk of correction, this is a good Dividend Cafe for you. If you want to know what to make of higher bond yields, this is a good Dividend Cafe for you. And if you want more clarity on what the F…
 
Everything is about the Fed, bond yields, and inflation right now. Sometimes I mean that as if I am describing what really does matter, and other times I am just describing what "all the rage" is about. "Everything is about" may mean what "everything is about," or it may mean what "everyone is talking about." In this case, we have the weirdest of c…
 
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