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 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?
VIEW MORE > 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
VIEW MORE > 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
VIEW MORE > 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.
VIEW MORE > 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.
VIEW MORE > 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.
VIEW MORE > 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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