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 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"
VIEW MORE >
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.
VIEW MORE >
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.
VIEW MORE >
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.
VIEW MORE >
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 ...
VIEW MORE >
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.
VIEW MORE >
DivCafe Post 6

A Valuation Situation – August 2, 2024

This week we reset our understanding of price, value, and that which drives investor returns.
VIEW MORE >
DivCafe Post 5

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.
VIEW MORE >
DivCafe Post 4

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.
VIEW MORE >

Looking for something specific?