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.
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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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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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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The American Economy in Real Life
Let's look at the shockingly unexpected news that the American economy has not been the dystopian nightmare many have assumed it to be.
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No Free Lunch with Interest Rates – Dividend Cafe – April 28
We navigate through a change in the present financial cycle, and a little perspective is warranted on what has been driving financial cycles.
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Inflation Then and Now, or: The ‘Where Were You’ Accusation – Dividend Cafe – April 21
You will not be surprised to hear what this week's Dividend Cafe is going to involve. It has the usual suspects of the Fed, and ...
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That Last Dollar on the Table – Dividend Cafe – April 14
This special Dividend Cafe speaks to a mentality and framework that has something for everyone and extends beyond just economic implications.
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Back in Charge: OPEC’s Return to Economic Dominance – Dividend Cafe – April 6
I would never dare spend a Dividend Cafe pontificating on where the price of oil is going. I do not know, and neither does anyone ...
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March Madness Brackets and the Market – Dividend Cafe – March 31
One does not need to have the March Madness bracket experience to know what it is like to get so much right, only to get ...
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