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.

DIVCAFE22_Post_Temp10

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.
VIEW MORE >
DIVCAFE22_Post_Temp9

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.
VIEW MORE >
DIVCAFE22_Post_Temp8

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.
VIEW MORE >
DIVCAFE22_Post_Temp7

Current State of Affairs

Today's Dividend Cafe holds in tension the macro commentary of current events and the behavioral wisdom of how not to react to such.
VIEW MORE >
DIVCAFE22_Post_Temp6

Long Term Capital Memories

This week’s Dividend Cafe commemorates a 25th anniversary with some modern history that you will benefit from understanding.
VIEW MORE >
DIVCAFE22_Post_Temp5

The Fed’s Pickle

A mere “down week” in markets is no reason to make this a “latest in the markets” site. This week’s edition is something more substantial.
VIEW MORE >
DIVCAFE22_Post_Temp4

What to Look for in an Advisor

How is one supposed to go about selecting a financial advisor? - You may be shocked to hear I have many opinions on this topic.
VIEW MORE >
DIVCAFE22_Post_Temp3

If Only One Could Predict the Future, It Still Wouldn’t Matter

Time and time again, history teaches that markets confound the wise. We look at the last five years and extract some big-picture lessons.
VIEW MORE >
DIVCAFE22_Post_Temp2

A Buffet of Answers

There may be a hurricane in Bermuda, but there is clarity, perspective and answers, in this place where we belong.
VIEW MORE >

Looking for something specific?