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.
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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So Many Questions, So Much Time
Dear Valued Clients and Friends, I hope you all had a wonderful Fourth of July holiday. I love Independence Day, and I love celebrating America’s ...
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The Halfway Point of 2023
The general themes that made the first half of 2023 what it was are clear, and one will find this "2023 Halftime Report" quite provocative...
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The Impact of Debt on Growth in the Economy
Let's explore how current excessive debt leads to low growth, inflation, and maintains that constant cycle through harmful policy actions.
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Housing: Culture and Economics Together
We have had a lot to say about housing here in the Dividend Cafe over the years, and here is the updated take for your ...
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Letter to a High School Graduate
This week's edition is devoted to young men and women leaving high school or college, but there are takeaways relevant to all readers.
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