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.
The Murdoch Dynasty – A Business Deal Worth a Thousand Words – May 8, 2026
A landmark media deal shows how prioritizing durable cash flows, avoiding capital intensity, and choosing resilient business models shape returns.
VIEW MORE > Corrections, Manias, and the Lessons of History – May 1, 2026
Market corrections are routine. Bubbles are existential. Discipline—not emotion—determines who survives both
VIEW MORE > The Latest on the Long Lost Fed – April 24, 2026
Powell’s exit, Warsh’s confirmation, and what a Fed transition could mean for interest rates, markets, and monetary policy.
VIEW MORE > The Truth About AI Disruption – April 17, 2026
Believing in AI’s power and acknowledging the complexity of its commercial application is not Luddite—it’s simply sensible investing.
VIEW MORE > What’s Next in Iran and Markets? – April 10, 2026
Iran tensions, ceasefire risks, and Strait of Hormuz uncertainty drive market volatility. See what investors should focus on now
VIEW MORE > Energy Investing with or without Iran – April 2, 2026
Energy transformed: the core driver of economic growth and a lasting investment reality
VIEW MORE > Can the Bull Market Continue? – March 27, 2026
David Bahnsen breaks down labor, financial conditions, and profits to assess whether the bull market can endure.
VIEW MORE > Private Credit Contagion Risk and All the Lies – March 20, 2026
Why private credit fears are exaggerated: understanding defaults, liquidity, and the difference between hype and reality
VIEW MORE > The Five Major Issues for Investors So Far in 2026 – March 13, 2026
Explore how the Iran war, tariffs, credit concerns, AI volatility, and sector rotation are shaping markets in early 2026.
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