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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Profit from the Profit Part 2 – August 28, 2026

Explore why dividend growth—and the discipline of profiting from real company profits—offers investors a durable path through market noise
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Profit from the Profit Part 1 – August 21, 2026

This week's edition explains the philosophy behind Dividend Cafe and David's new book on dividend growth investing
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A Letter to my daughter as she goes off to college – August 14, 2026

As my daughter heads off to college, I share a few lessons on good decisions, friendship, responsibility, and living a fulfilling life.
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Ten Economic Principles Worth Fighting For – August 7, 2026

A clear guide to foundational economic ideas every investor should defend to promote lasting economic growth and prosperity.
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Everything We Learned about the New Fed This Week – July 31, 2026

Why didn't the Fed hike rates? This week's edition explains Chairman Warsh's thinking and what it means for investors.
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Inflation vs. Deflation in an Age of AI – July 24, 2026

Is the era of disinflation over?  That question will require us to ask another question: Is AI inflationary or deflationary?
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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
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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
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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.
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