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_28

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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DIVCAFE22_Post_27

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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DIVCAFE22_Post_26

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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DIVCAFE22_Post_25

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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DIVCAFE23_Post_June9

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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DIVCAFE22_Post_24

Japan and Us

Dear Valued Clients and Friends, For a long time, there was only one country on earth dealing with a bubble that had burst, spending way ...
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DIVCAFE22_Post_23

To Engage or not Engage

Today, we explore whether corporations owe a duty of care to the activist investor or the engaged shareholder.
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DIVCAFE22_Post_22

The Banking Solution in Front of Us

Dear Valued Clients and Friends, Everybody is aware of the challenges that have surfaced in regional banks this year and the fears that such problems ...
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DIVCAFE22_Post_21

The Lay of the Land

While "current conditions" are less interesting to me in the Dividend Cafe, various macro themes and long-term trends represent the focus of this weekly missive.
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