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.
Bad Drivers, Good Dollars, and Crony Deals – April 19, 2024
Let's discuss the state of the U.S. dollar, the "safe haven" of bitcoin, the politics of oil, the nature of contrarian investing, and more.
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One of These Years is Not Like the Other – April 12, 2024
Market action, Fed action, Price action, Valuation action - we have it all today, in the Dividend Cafe!
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The Mystical Psychic Garden and You – April 5, 2024
Do you know what I know about market prices based on what happened yesterday? I know what happened - wait for it - yesterday.
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Q1, the Fed, the Roaring 20’s, and the Future – March 29, 2024
Today, let us look at history, market valuations, passive investing, credit, the money supply, financial conditions, and more.
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Dividend Logic vs. Speculative Madness – March 22, 2024
Let's address the history of investor distraction from dividends and the reorientation that is about to alter the main focus.
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The Dividend Dilemma – March 15, 2024
And as is always the case with financial markets, the more you understand the past, the better prepared you will be for the future!
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When Just One Topic Won’t Do – March 8, 2024
I have had one idea after another for Dividend Cafe this week. The only choice I had was... All of the Above!
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How Heavy is this Shoe? – March 1, 2024
Let’s discuss the state of private credit before Travis proposes to Taylor, or Jay Powell gets a new briefcase.
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The Lessons of a Japanese Milestone – Feb. 23, 2024
History was made this week, the Japanese Nikkei closing at 39,098 on Wednesday night, its highest close in history since...wait for it
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