David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
Jun 29, 2026 • 18 minutes
Market Rotation, Fed Uncertainty, Supreme Court Rulings, and Housing Supply Signals
Jul 3, 2026 • 24 minutes
Dividend Cafe Midyear 2026: Market Rotation, AI Froth, and a Disciplined Second-Half Outlook
Jul 6, 2026 • 18 minutes
Markets Hit New Highs as Inflation Expectations Ease, Labor Data Softens, and Florida Housing Cools
Jul 10, 2026 • 25 minutes
Why Popularity Isn’t an Investment Thesis: Avoiding Shiny Object Investing
Jul 13, 2026 • 14 minutes
Market Rotation, Oil Shock, and Iran Tensions | Dividend Cafe Monday
Jul 17, 2026 • 32 minutes
Five Market Worries and Five Overblown Fears
Jul 20, 2026 • 15 minutes
Markets Slip as Iran Tensions Lift Oil; Fed Outlook, Tariffs, and Senate Races in Focus
Jul 24, 2026 • 23 minutes
Inflation’s New Equilibrium: Globalization, Debt, and AI’s Disinflationary Crossroads
Jul 27, 2026 • 18 minutes
Dividend Cafe Monday: Market Rotation, Credit Spreads, Tariffs, and a High-Stakes Fed Week
Jul 28, 2026 • 5 minutes
Market Rotation, Sector Dispersion, and Fed Meeting Chatter
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