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.
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 > The Actual Truth about the National Debt – May 15, 2026
A clear, data‑driven look at America’s national debt, what’s driving deficits, and why long‑term growth—not doom—defines the path forward
VIEW MORE > The Murdoch Dynasty – A Business Deal Worth a Thousand Words – May 8, 2026
A landmark media deal shows how prioritizing durable cash flows, avoiding capital intensity, and choosing resilient business models shape returns.
VIEW MORE > Corrections, Manias, and the Lessons of History – May 1, 2026
Market corrections are routine. Bubbles are existential. Discipline—not emotion—determines who survives both
VIEW MORE > The Latest on the Long Lost Fed – April 24, 2026
Powell’s exit, Warsh’s confirmation, and what a Fed transition could mean for interest rates, markets, and monetary policy.
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