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.

DivCafe Post 14

SPECIAL ISSUE: 2024 ELECTION EDITION – September 27, 2024

I tee up the 2024 special election issue with appropriate caveats: I am writing to reflect on what I believe may be, not what I ...
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DivCafe Post 13

What the Fed Has Done and Why and Where We Go from Here – September 20, 2024

Let's jump into the Dividend Cafe, where the first cut in 54 months, the first rate change in 14 months, and the beginning of a ...
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DivCafe Post 12

The Wrong Way to Think – September 13, 2024

Does someone really serve their clients by saying, “I am going to FIFTY PERCENT weighting to a few big tech companies"
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DivCafe Post 11

What Have They Come Up With Now? – September 6, 2024

Today, let's focus on human nature, current investor impacts, and issues around government debt and long-term economic growth.
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DivCafe Post 10A

A Market Breakdown like No Other – August 30, 2024

A very strange market to cover this week: Some discussion about the future, the state of the economy, the national debt, and so much more.
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DivCafe Post 9

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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DivCafe Post 8

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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DivCafe Post 7

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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DivCafe Post 6

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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