![Thoughts On Money [TOM]](https://podcdn.zencast.fm/download/Podcast%2Fartworks%2F3134%2Fmedium%2F58bc5b2df18ca14a85d770f78757aff41555f6792317ed188395236a06b27ec7%2Fc70d8c0d6aa6b1b7.jpg)
David Bahnsen
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
May 4, 2023 • 9 minutes
A huge theme right now in market punditry is that small caps are under-performing big caps, and that this speaks more to macroeconomic reality than the fact that big-cap companies have mostly hung in there.
May 5, 2023 • 17 minutes
So jump on into the Dividend Cafe, and let's look at the shockingly unexpected news that, wait for it - the American economy has not been the dystopian nightmare many have assumed it to be.
May 9, 2023 • 9 minutes
Of the total aggregate move higher in the S&P 500 so far this year, 93.5% of it has come from the 20 largest companies in the index, with 6.5% coming from the remaining 480 companies.
May 10, 2023 • 10 minutes
So the CPI today came in today at 4.9% year-over-year, the lowest we have seen now since April of 2021. 5% had been expected, so it is another month of slightly lower-than-expected year-over-year movement.
May 11, 2023 • 11 minutes
Interest rates all dropping and fed rate expectations in the futures markets strike me as the major market story of the day (and week).
May 12, 2023 • 17 minutes
While “current conditions” are less interesting to me in the Dividend Cafe, various macro themes and long-term trends represent the focus of this weekly missive.
May 15, 2023 • 12 minutes
Debt Ceiling, Housing Market, Strategic Petroleum Reserve and more
May 16, 2023 • 12 minutes
As for all that recession talk, estimates are still for a slightly up quarter in terms of real GDP growth for Q2, but with Q3 and Q4 being the likely entry period for GDP contraction.
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