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.

DIVCAFE_Post_Image4

Why We Do Not Own Bitcoin (and never will) – December 5, 2025

Today, we will reiterate our investment philosophy and analyze Bitcoin in light of that philosophy
VIEW MORE >
DIVCAFE_Post_3

Thanksgiving Edition – November 26, 2025

We made it a tradition to use this week to do something in Dividend Cafe, and something different is in store for you today.
VIEW MORE >
DIVCAFE_Post_Image_20251121

A Check-In on the Economy – November 21, 2025

The macroeconomic state of affairs has not gotten a lot of attention lately, so we are ready to "check in" on the economy.
VIEW MORE >
DIVCAFE_Post_Image1

Keeping an AI Bubble from Hurting You – November 14, 2025

The current AI story lends itself to one of the classic investor mistakes repeated many times throughout history.
VIEW MORE >
DivCafe Image Post_15

Where do things stand with China? – November 7, 2025

Today, we are going to look at the new China trade deal, what it says about the US/China relationship, and what it may mean for ...
VIEW MORE >
DivCafe Image Post_14

Private Markets Trick or Treat? – October 31, 2025

There are trillions of dollars in "private markets." You will be shocked to hear that I think I can add nuance to the subject.
VIEW MORE >
DivCafe Image Post_13

These Are Not Your Parents’ Index Funds! – October 24, 2025

Index funds aren’t what they used to be—explore their evolution, risks, and impact on markets and investor behavior.
VIEW MORE >
DivCafe Image Post_12

AI and the Future of Jobs – October 17, 2025

This week's edition is meant to remind all of us about some very important first principles.  If that kind of thing cheers you up, so ...
VIEW MORE >
DivCafe Post_11a

Investment Conviction in a Time of “Revolution”? – October 10, 2025

It just so happens that where we are going today has some ancient grounding.  And I didn't need AI to teach me these lessons.
VIEW MORE >

Looking for something specific?