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 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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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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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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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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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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