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.
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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A Weekend Mailbag Edition – Feb. 16, 2024
This week we cover some inflation/deflation vocabulary, even bringing back vital words like velocity and Japanification.
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To Care about Investors is to Care about Work – Feb. 9, 2024
It's been a whirlwind of a week, and today is going to be a whirlwind of a Dividend Cafe.
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Should we care what the Fed does with interest rates? – Feb. 2, 2024
Why is market volatility so high and press attention so high about when the Fed will begin cutting rates?
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Bite-sized Nuggets – Jan. 26, 2024
I did something fun today … I just picked random topics from various things on my mind, across my research feed, and wrote about them.
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Now that is a really good question! – Jan. 19, 2024
Today's edition features questions that actual readers have sent in, ranging from markets, government debt, dividend growth, and much more.
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Cutting through the Noise to the Sobering Truth – Jan. 12, 2024
This week's edition is a very cheery one if you are cheered up by massive government spending and debt ("we're all Keynesians now," right?)
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