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.
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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A Different Kind of Sunday – Dividend Cafe – March 24
The last couple of Sundays have been a little adventurous, but for different reasons and with different catalysts.
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All That is On Your Mind – Dividend Cafe – March 17
In this week's Dividend Cafe, I again decided not to limit myself to one topic but to take on questions we have received .
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SPECIAL Silicon Valley Bank Dividend Cafe – March 13
Some important and timely comments and updates about the last 96 hours of insanity around the fall of Silicon Valley Bank!!
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