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Affluent Christian Investor | October 26, 2020

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AboutDavid Bahnsen, Author at Affluent Christian Investor

David Bahnsen

David Bahnsen

David L. Bahnsen, CFP®, CIMA® is the founder, Managing Director, and Chief Investment Officer of The Bahnsen Group, a private wealth management boutique based in Newport Beach, managing over $1 billion in client assets. David has been named as one of Barron’s America’s Top 1,200 Advisors as well as On Wall Street’s Top 40 Advisors Under 40 and Financial Times Top 300 Advisors in America. He brought The Bahnsen Group independent through the elite boutique fiduciary, HighTower Advisors, in April 2015 after eight years as a Chairman's Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. He is a frequent guest on CNBC and Fox Business and is a regular contributor to Forbes. David serves on the Board of Directors for the National Review Institute and the Lincoln Club of Orange County, and is a founding Trustee for Pacifica Christian High School of Orange County. David's true passions include anything related to USC football, the financial markets, politics, and his house in the desert. His ultimate passions are his lovely wife of 15+ years, Joleen, their gorgeous and brilliant children, sons Mitchell and Graham, and daughter Sadie, and the life they’ve created together in Newport Beach, California.

Posts By David Bahnsen

October 13, 2020 |

Investor Lessons From A World Of Doing Something

The new normal in six words

There is a principle at play in all aspects of the economy right now – from fiscal policy to monetary policy to regulatory policy to state and county medical policy to nearly any … Read More

October 5, 2020 |

Magnifying Old And New Lessons

Note: I wrote the majority of this week’s Dividend Cafe before the news had broken that President Trump and First Lady Melania had tested positive for COVID.  We wish them a speedy recovery, of course, but don’t have much to … Read More

September 17, 2020 |

The 2020 Election And Your Portfolio

In all my years of managing client capital, covering now six Presidential election cycles, I have never received as many inquiries, expressions of anxiety, questions, and general concerns about what this election means to investors.  Across all mediums, I have … Read More

September 11, 2020 |

If You Want To Worry About Something, Worry About This

Market Redux

The market closed last week at 28,650.  On Thursday it has reached 29,200 before declining 800 points on the day.  As of press time Friday, the market is down another 500+ points, so down ~900 on the week. … Read More

September 4, 2020 |

The Fed In A Post-COVID World

One of my favorite books about the 2008 financial crisis (I read over 75 of them, and wrote one myself) was David Wessel’s In Fed We Trust.  The title may have been too sacrilegious, but his point on the role(s) the Fed … Read More

August 28, 2020 |

“We’re All Ideologues Now”

I think most people know that the way someone interprets the political scene is largely determined by their own political ideology (as it should be).  Apart from the personality aspects that may enter the fray, most people have a set … Read More

August 10, 2020 |

Is A Vaccine Coming For Markets?

The first week of August started off surprisingly strong, with further moves higher in all market indices, and much “less bad” economic data than has been expected.  “Less bad than expected” is a consistent theme right now, and it evokes … Read More

August 5, 2020 |

How Powerful Is The Fed?

There are few things people want me to opine on these days more than what I think will happen to the market in light of all the COVID and economic uncertainty, and what I think about big tech in light … Read More

July 29, 2020 |

Financial Certainty In A Time Of Global Uncertainty

You’ll only have to read a few sections of today’s Dividend Cafe to be reminded of the uncertainty that exists around the world today.  Europe may seem to have rectified some parts of their uncertainty, but they invited new uncertainties … Read More

July 20, 2020 |

Ticking Time Clock On Stimulus 4.0

I wrote last week about an understanding of “trade-offs” being one of the defining characteristics of a grown-up, and what that means when applied to the life of an investor.  Indeed, we make decisions around our finances every day that … Read More

July 13, 2020 |

What’s Happened To Oil Prices In 2020, And Why

This week’s Dividend Cafe is a long and juicy one – lots of topics, lots of practical subjects (see list below), and plenty for the wonky types and those who loathe such verbose diversions.  But what is most important … Read More

July 7, 2020 |

The Real Lesson Of 2020 So Far

 

In this week’s Dividend Cafe we will look at:

  • The real lesson of 2020 so far, evidenced in Q1 being the 9th worst quarter in history, and Q2 being the 9th best quarter in history, and what … Read More
July 1, 2020 |

Some Clarification On COVID-19 And The Current Media Coverage

Last week was another roller-coaster  in the markets, and we ended the week with a sell-off after up and down days every day.  Net on the week the market was basically down about 750 points, but that came about … Read More

June 17, 2020 |

Let’s Be Very Clear About Bear And Bull Markets

Thursday’s market drop did not stress me out.  There is a reason why I am telling you this.

1,800 points came off the Dow in one day, the fourth worst day of the year by the way, and while I … Read More

June 5, 2020 |

A Decade-Long Viewpoint On The Oil & Gas Story

I had promised more of a summary this week on my takeaways from the extraordinary Mauldin Strategic Investment Conference, and indeed, this week’s Dividend Cafe forced me to deal with several issues that were front and center at the … Read More

May 5, 2020 |

April Was Best Month For Stocks Since 1987

The month of April came to an end this week.  It feels weird to say it was the best month for stocks since January of 1987, even though it was.  When stocks suffer the kind of rapid and violent moves … Read More

July 30, 2019 |

The Worst Argument For A Recession

The unforced error it will be difficult to wish away

It is becoming more clear that the business expansion underway before the trade war has taken on water that it may not be able to drain away even if … Read More

September 4, 2018 |

There’s Never Been A Recession When Profits Were Growing

By the time you are reading this we are 2/3rd’s of the way through 2018, with the final trimester representing the greatest time of year (that is, of course, a reference to football season and the holidays, and not … Read More

August 20, 2018 |

Global Tensions Ripple Through World Markets

Dear Valued Clients and Friends,

Some intriguing (two-way) volatility returned to the markets this week, as the dollar made new highs on the year, emerging markets roiled around currency concerns, and attention to trade talks zigged the markets some days … Read More

August 14, 2018 |

Solving The Trade Deficit Problem

Markets are up this week again as earnings season moves further towards completion, and continued statements around tariffs and retaliatory tariffs are met with continued apathy by the market.  I’d like to think this week’s visit in the Dividend Café … Read More

August 7, 2018 |

Trade, Growth, Inflation And Real Estate Watch

The market sits substantially off the lows of Q1 and Q2, and yet with the significant headwind of trade and tariff uncertainty continuing to linger.  This week was “case in point” of the underlying tension in markets – as … Read More

July 9, 2018 |

Two Things Could Push Markets Higher: Dovish Fed And End Of The Trade War

I trust everyone had a wonderful Independence Day, and that the second half of your 2018’s has started off the way you wish.  Markets have zigged and zagged a bit this week, though when half of the country is really … Read More

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