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.
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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A Fed Chair Said What? – October 2023
This week's edition is all about the actual words Jerome Powell said in New York last week and what it all means.
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All That Is On Your Mind – October 2023
Get ready for takes on the interruption to dividend growth, minimum wage, velocity and inflation, dollar strength, China, and Israel.
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Horror in Israel, History, and Your Portfolio
Today, you will find history that informs us about the reality of investing in a fallen world, where sometimes unspeakable evil takes place.
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Current State of Affairs
Today's Dividend Cafe holds in tension the macro commentary of current events and the behavioral wisdom of how not to react to such.
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Long Term Capital Memories
This week’s Dividend Cafe commemorates a 25th anniversary with some modern history that you will benefit from understanding.
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The Fed’s Pickle
A mere “down week” in markets is no reason to make this a “latest in the markets” site. This week’s edition is something more substantial.
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