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.
A Buffet of Information – Dec. 8, 2023
Today I am doing the buffet thing, four “mini” topics I wanted to address instead of one “mega” topic.
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Artificial Intelligence and the Lessons of Dotcom – Dec. 1, 2023
Today, we assess Artificial Intelligence, and we will dig into the treasure chest of history to do so. We won’t have to go back too ...
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Thanksgiving Edition – Dividend Cafe – Nov. 22, 2023
So many things that come to mind related to The Bahnsen Group are worth expressing gratitude for much more than just once a year.
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A Tale of Two Decades – Dividend Cafe – Nov. 17, 2023
This week, we have to cover a tale of two decades. It will take you ten minutes to really appreciate ten years.
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This Time it’s Also Not Different – November 10, 2023
People assuming certain things about the past that are no longer true and investing accordingly generally get their faces ripped off.
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Interest Rates and the Next Ten Years – November 2023
This week's Dividend Cafe revolves around the conditions creating multiple round trips of a thousand points in the market in just one month.
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A Fed Chair Said What? – October 2023
This week's edition is all about the actual words Jerome Powell said in New York last week and what it all means.
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All That Is On Your Mind – October 2023
Get ready for takes on the interruption to dividend growth, minimum wage, velocity and inflation, dollar strength, China, and Israel.
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Horror in Israel, History, and Your Portfolio
Today, you will find history that informs us about the reality of investing in a fallen world, where sometimes unspeakable evil takes place.
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