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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 loved writing the Dividend Cafe for many years with a “jump around” approach, basically covering a wide array of topics that would enter my orbit of interest each week. I made a decision late last year to start writing “single topic” and to write the entire thing in “one sitting” – basically Friday mornings – so as to make it a more coherent and …
 
There has been a lot of media coverage about the “Great Resignation,” the moniker that is being used to describe the economic upheaval of the pandemic and the reallocation occurring in the economy for both employers and employees. We are experiencing a disconnected employment environment resulting from the pandemic and many are reassessing their ca…
 
Government mismanagement of California’s forests is making Americans everywhere sick. San Francisco is killing its black residents. Gavin Newsom makes mail-in ballots permanent, hands over Manhattan Beach property he says was stolen from its black owners in 1924, signs off on ethnic studies requirements for high schoolers, bans stealthing, and says…
 
The effort to meet face to face with leading money managers, hedge funds, macroeconomic analysts, and other such “life of the party” luminaries began in 2006. Of course, back then I was overseeing just $100 million of client assets and busily deciding if I was going to move my business at UBS to either Bear Stearns or to Morgan Stanley (yes, that w…
 
The Southern California oil spill reveals the immediate need to drill on land. U.S. attorney general Merrick Garland pours gasoline on the fire of public debate around masks, vaccines, and racial reckoning in the nation’s public schools. L.A. will require vaccination proof for all indoor spaces. A UCLA business prof suspended for “racism” fights ba…
 
“If you want to keep a secret, you must also hide it from yourself…” George Orwell The Merriam-Webster Dictionary defines a “secret” as “kept from knowledge or view”, “not acknowledged” and “working with hidden aims or methods.” Essentially when we keep secrets, we don’t want others to know what we are up to, and sometimes it’s evidence of our own …
 
Governor Newsom uses communities incinerated by wildfire to promote climate-change policies that will do little to mitigate the impact of decades of bad forest management, and then says he’ll make California a destination for abortion tourists. And we’ve got questions — like what does Assemblywoman Lorena Gonzalez (D-San Diego) know about running a…
 
This week’s Dividend Cafe does cover a lot of topics, but all through the prism of looking at the recent past as well as the pending future. I think you’ll find it an interesting historical journey and, even more so, a good analysis of so many investment and market realities. The market enjoyed a little roller coaster this week, and I also dive int…
 
San Francisco mayor London Breed says she had to dance maskless in a nightclub, and blames the “fun police” for documenting the moment. How Newsom explains his recall win. L.A. County kills oil drilling (to kill working-class jobs). California liquor licenses remain a prerogative of the rich (because the poor shouldn’t drink). Newsom signs bills to…
 
As I have teed up all week, I am devoting today’s Dividend Cafe to the takeaways from this week’s SALT Conference here in New York City. The quick qualifier I will offer is that this is not going to be a boring recap of all the speakers, all the events, and all the things that you don’t care about. I did not attend the Chainsmokers concert on Tuesd…
 
Lessons learned — and reasons for hope — following Governor Gavin Newsom’s overwhelming win in the September 14 California recall. Bonus: A brief but heated disagreement over the firing of University of Southern California football coach Clay Helton. Music by Metalachi. Contact: dbahnsen@thebahnsengroup.com will@calpolicycenter.org Follow Us: @Davi…
 
California’s Democrats have weaponized the courts through the Private Attorneys General Act, the state law that allows anyone to sue anyone else on behalf of the state’s “interests” — from Prop. 65 to civil rights to employment law. Now that Texas will use the same mechanism to end abortion, Nancy Pelosi and other pro-abortion activists have sudden…
 
I have been surprised by the level of interest in my treatment of the “China investment” subject in recent weeks. I kicked things off at the beginning of August with this piece, presenting the background around the tensions between U.S. investment in Chinese equity vs. Chinese fixed income. I followed up with this piece making the case that the Chi…
 
The state’s public-health chief orders all California schools to mask students despite his own department’s evidence that COVID-19 isn’t killing kids. LA’s teachers’ union boss brags that LA’s students can’t multiply but they sure know how to divide society into warring classes. Caitlyn Jenner tours the Tenderloin. Gavin Newsom has trouble with rea…
 
I was going to use this week’s Dividend Cafe to continue the discussion on China, one that I more exhaustively began three weeks ago, then expanded upon last week. And in fact, I have done a podcast interview with Louis Gave of Gavekal Research on this very topic, poking him and pushing him around his thesis that China’s strategic objectives in the…
 
When did the Los Angeles Times decide racism is tolerable when the target is a black conservative? Is Kamala Harris Joe Biden’s impeachment insurance? Why did an Alameda County judge toss Proposition 22’s carveout for Uber and Lyft? Why won’t state lawmakers proceed with oversight hearings into Gavin Newsom’s handling of wildfires and unemployment …
 
I got a lot of feedback on the special “China edition” Dividend Cafe two weeks ago, but I promised a lot more to come on the subject, and that is what we have today. I don’t only want to walk through various perspectives on Chinese investment, but really want to make sense of what much of this means for hemispheric changes taking place in global mo…
 
The connection between California’s killer wildfires and the spread of COVID. Fact-checking Gavin Newsom’s claim that middle-class Americans are better off in California than in Texas. The failed experiment in defunding police. UC Berkeley law professors say the recall is unconstitutional. Recall candidate Larry Elder says the Biden election was fr…
 
Florida will pay Disney Corp. millions for moving jobs to Orlando. California’s green policies are a menace to the planet’s health. Biden snubs Tesla. In defense of gender-reveal parties, San Francisco mayor London Breed, and UC Berkeley. Bonus: How California weaponizes the federal Americans with Disabilities Act. Music by Metalachi. Contact: dbah…
 
We are going to do something unique this week – a deep dive into the massive country that is China. From stocks to bonds to history to currency to geopolitics, this is a big topic, and we do it this week with the sole aim of determining where there may be investment opportunity for our clients, and where there may not be. It is a topic that reveals…
 
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 …
 
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 …
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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