Dividend Cafe is the place to come for a caffeinated stroll through our investment brain. We combine weekly ad hoc market perspective with evergreen truths and principles, covering a wide array of topics from macroeconomic to vanilla asset allocation. We want it to be readable for people of all levels of investor sophistication, and, most importantly, want it to be an authentic reflection of what we believe. The regurgitation of other’s investment perspective can be found anywhere. The Dividend Cafe is our material, for good or for bad.

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A Letter to Graduates (again) and All Young Adults – June 6, 2025

No matter what your stage of life is, I think there is some evergreen wisdom here that I encourage all readers to take in.
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Dealing with the Debt in Dave-Land – May 30, 2025

I have been asked many times to write a piece on what I would do to solve the debt crisis if I were "king for ...
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The Big, not Beautiful National Debt – May 23, 2025

Today, let's look at the good and bad of the "Big, Beautiful Bill", the bond market, and big picture fiscal health of the country.
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The Real Secrets to Warren Buffett’s Success – May 16, 2025

We’re breaking down what truly made Buffett, Buffett. Some insights may surprise you, but they’re key to understanding the legacy he built.
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A Trip Around the Globe – May 9, 2025

Today's Dividend Cafe bounces around with brevity and precision from one topic to the next. I hope each topic's coverage provides needed punch
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Assessing the State of Our Economy (and theirs) – May 2, 2025

And people think they can time the market.  Good luck with that.
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So the Trump Market Put is NOT Dead – April 25, 2025

The events that led to the drop Monday and the events that led to the rebound after that inspired the major theme of today's Dividend ...
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The Art of a Tax Cut or a Tax Hike? – April 18, 2025

I don't really see a way to avoid the tariffs now, though I did use today's Dividend Cafe to go around the horn with a ...
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The Psychology of Trump, of You, and of Markets – April 11, 2025

We are in heavy times, and I hope this will be among the most practical and useful Dividend Cafes I have ever written.
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