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.
It’s Not Always in the Numbers – August 23, 2024
Insights on the Fed's direction, behavioral finance mistakes, market volatility, and the long-term benefits of staying invested.
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Show Me the Confirms – August 16, 2024
From interest rates to the tenets of asset allocation to the new economic proposals of Vice President Harris, we have a lot for you this ...
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The Uncrowded Part of the Boat – August 9, 2024
Despite what ended up being a nothing-burger of a week in markets, there were some timeless lessons from the economic events of Monday.
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A Valuation Situation – August 2, 2024
This week we reset our understanding of price, value, and that which drives investor returns.
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Logic, Emotion, and the Non-Partisan Market – July 26, 2024
There is a lot to chew on this week, starting off with one of the most important investment lessons an investor will ever learn.
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Six Reasons for Inflation, Debunked – July 19, 2024
Today's Dividend Cafe will explore structural inflation, growth vs. value, REITs, IPOs, and a flaw in our thinking about government debt.
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The Recipe for Innovation – July 12, 2024
We cover market performance, the economic implications of rate cuts, China's downturn, factors affecting economic growth and innovation.
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Semester Break: A Mid-Year Check-In – July 3, 2024
A mid-year market and economic analysis, covering performance, economic conditions, key themes, and expectations for the second half of 2024
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Career Risk vs. Fiduciary Duty – June 28, 2024
Today's Dividend Cafe looks at the fundamental flaw in today's portfolio management culture, like incentives, convictions, and much more.
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