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.
Five Things I Worry About and Five Things I Don’t – July 17, 2026
Practical insights on AI hype, retail swings, margin pressures, and market concentration to help investors stay grounded
VIEW MORE > Good Enough for a 19-Year-Old? – July 10, 2026
History warns against trend‑chasing. A coherent, fundamentals‑based investment philosophy wins over shiny objects
VIEW MORE > A Different Kind of 2026 Mid-Year Report – July 3, 2026
A mid‑year look at 2026’s surprises, market rotations, AI volatility, and the importance of a coherent investment strategy.
VIEW MORE > The Last Best Hope … of Markets – June 26, 2026
In a cynical age, entrepreneurialism stands as a beacon of optimism. A defense of markets as the engine of a better tomorrow
VIEW MORE > Is This the Dreaded Top? – June 19, 2026
Are markets topping? Elevated valuations, IPO waves, risk shifts, and Fed changes reshape investor expectations
VIEW MORE > IPO Mania – June 12, 2026
Why today’s IPO frenzy isn’t free money and why disciplined investing beats IPO speculation—here’s why fundamentals still matter
VIEW MORE > A Commencement Speech on Life for Graduates, and All of Us – June 5, 2026
A heartfelt message urging us all to reject negativity and build a life grounded in purpose and joy.
VIEW MORE > The Myth of an Independent Fed – May 29, 2026
Kevin Warsh’s appointment reignites the debate over Fed independence, political influence, and Congress’s role in shaping monetary policy
VIEW MORE > Data Center Drama – May 22, 2026
Data centers are now the single biggest driver of U.S. economic growth. This week's edition breaks down what that means for investors.
VIEW MORE >