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.
Year Ahead, Year Behind – Special 2024 White Paper – Jan. 8, 2024
I sincerely hope you find value in this year’s retrospective and prospective white paper. Brace yourself for an exciting year ahead!
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Dividend Growth in this Exact Moment – Dec. 22, 2023
I thought it appropriate as we approach the end of the year to reaffirm some of the truly evergreen realities of dividend growth investing.
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Housing Isn’t an Asset Class – Dec. 15, 2023
Beyond the economic reality of housing, from the silly to the practical, there is a deeply personal reality to housing.
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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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