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.
Credit Where it will Soon be Due – October 30, 2026
This Friday edition examines the growing credit risks behind the AI boom and what rising financing costs could mean for markets
VIEW MORE > A Treadmill Market: Feeling Good while Going Nowhere – October 23, 2026
What happens when strong companies meet high valuations? A look at range-bound markets, AI investing, and the value of dividends
VIEW MORE > Lightly Held Views, Aggressive Investments – Money Manager Week – October 16, 2026
What happens when investment conviction gives way to the crowd? Lessons on AI, market risk, discipline, and the importance of principles
VIEW MORE > What to Make of Rising Bond Yields? – October 9, 2026
Why are bond yields rising? This edition explains what's driving higher rates and what investors should be watching
VIEW MORE > The Past, Present, and Future of The Bahnsen Group – October 2, 2026
A look at The Bahnsen Group’s history as it expands services and deepens its client-first mission
VIEW MORE > Unapologetic Energy Bull: Meet Me in the Middle – September 25, 2026
A deep dive into today’s Energy sector and the overlooked midstream story driving durable growth for investors
VIEW MORE > “The Most Performative Interest Rate Hike Ever” – September 18, 2026
A look at the Fed’s latest rate hike, what it means for inflation, mortgage rates, bonds, and stocks, and why markets may be leading policy.
VIEW MORE > What 9/11 Meant and Still Means for Investors – September 11, 2026
What can investors learn from 9/11? A look at markets, human resilience, and the enduring power of optimism
VIEW MORE > The Real AI Problem Made Simple – September 4, 2026
AI is transforming business, but can future profits justify the largest capital spending boom in history?
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