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.
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.
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A Buffet of Answers
There may be a hurricane in Bermuda, but there is clarity, perspective and answers, in this place where we belong.
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Looming Problems
Here we are a year later, and not only is the economy not broken, but markets are not all that distraught, either. They aren't great. ...
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Chinafication: It’s a Global Phenomena
We take a look at the state of affairs in China and offer a little forecast as to where they may be headed.
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What is it All About Anyways?
This week we seek to unpack this whole subject of companies paying dividends - why they do it, should they do it, and what does ...
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Some Extra Credit
We enter the month of August with a double issue of Dividend Cafe on Credit markets, the sine qua non in our economy.
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Credit where Credit is Due
Today in the Dividend Cafe, we look at the current state of credit markets and what they teach us about the current state of affairs.
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Made in America
My interest in this Dividend Cafe is less political and more economic. It is less about making a statement and more about doing some analysis. ...
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A Dividend Growth Mentality
I hope this refresher on dividend growth is beneficial for those of you who have heard it before and provides new revelation for all of ...
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