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.
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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Diversify or Diworsify? – May 24, 2024
Curious about the best ways to diversify your portfolio? We shed light on asset allocation, and diversification.
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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 ...
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