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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Is There a Private Markets Crash Stewing? – February 27, 2026

A rational guide to private markets amid media hype. This edition explains liquidity, lending risks, and AI concerns.
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When Lower Inflation Hurts – February 20, 2026

Why disinflation isn’t always good news—and how weak growth, housing, and capex shape the real economic outlook.
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AI Productivity and Bounced Checks – February 13, 2026

A clear‑eyed look at the need for real productivity to materialize out of AI—and why faster activity and hype don’t equal growth.
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All About the Next Fed Chair Kevin Warsh – February 6, 2026

Explore New Fed Chair Kevin Warsh and what matters to investors regarding interest rates and economic impact.
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Rebalancing: Because Something Always Underperforms – January 30, 2026

Most investors love what’s working and resist touching it. That instinct is understandable - and often costly. 
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Markets as a Video Game – January 23, 2026

We look at investing becoming increasingly conflated with gaming and gambling, and why it is doing more damage than people realize.
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Media Mergers and Dividend Growth – January 16, 2026

I want to suggest that the history of mergers and acquisitions in the media sector is one giant lesson about dividend growth investing.
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Year Behind, Year Ahead – Special 2026 White Paper – January 9, 2026

There is a lot to say about the year that just was, but some truly important observations about the year ahead. 
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25 Years of a Lesson Some Will Never Learn – December 19, 2025

We are going to look back at the first 25 years of this century and learn the one investment lesson required to be successful investors. 
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