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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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.
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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
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Energy Investing with or without Iran – April 2, 2026

Energy transformed: the core driver of economic growth and a lasting investment reality
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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.
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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
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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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Iran, Oil, and Markets – March 6, 2026

The war in Iran is fueling volatility and higher oil, but fundamentals—not emotion—should guide investor decisions
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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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