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.

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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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Artificial Intelligence and The Bahnsen Group – June 21, 2024

Artificial intelligence dominates, yet AI investing has pitfalls. Within our dividend growth framework, we emphasize principles, not trends
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A Minsky Moment or a Tech Pop? – June 14, 2024

Markets never rest, even in summer. Explore insights on financial stability, risk complacency, and the economic forecast in this Dividend Cafe.
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One Company is THIS Big? – June 7, 2024

Explore market valuations, Nvidia's impact, China's economic approach, sector allocations, and market risks in this week's Dividend Cafe.
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Markets and My Life: A 50-Year Retrospective – May 31, 2024

Reflecting on the past fifty years and the journey ahead. Age is just a number, and the market teaches valuable lessons.
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