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 Image_Post15

Diversify or Diworsify? – May 24, 2024

Curious about the best ways to diversify your portfolio? We shed light on asset allocation, and diversification.
VIEW MORE >
DivCafe Image_Post14

Fear is Often a Greedy Thing – May 17, 2024

This week's Dividend Cafe does give you a pretty good luck at the yield curve and what it predicts (or doesn't), along with a cogent ...
VIEW MORE >
DivCafe Image_Post13

In Theory but not in Practice – May 10, 2024

It is a bad time to be a market-timer.  But I don't think anyone can time when it is a good time, so maybe I ...
VIEW MORE >
DivCafe Image_Post12

The Month of May is Here to Stay – May 3, 2024

"Sell in May and go away" became an adage some people love to say in our business, and I really have no idea where it ...
VIEW MORE >
DivCafe Image_Post11

Drawdowns, Deficits, and Debunking a Myth – April 26, 2024

We are going to look at the history of yields, market drawdowns, commodities, debt, China's economy, and Presidential conspiracy theories.
VIEW MORE >
DivCafe Image_Post10

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.
VIEW MORE >
DivCafe Image_Post9

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!
VIEW MORE >
DivCafe Image_Post8

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.
VIEW MORE >
DivCafe_Post7

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.
VIEW MORE >

Looking for something specific?