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.

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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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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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