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 Risk that Meets the Moment – Dividend Cafe – Feb. 10
There are plenty of forms of risk investing, and I want to explain why I believe dividend growth is uniquely suited for these moments.
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Deflation Debation in Denation – Dividend Cafe – Feb. 3
This week we revisit the greater macroeconomic view that frames The Bahnsen Group's perspective and offer insights into this Japanification.
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Recession Watch: The Perfect Call – Dividend Cafe – Jan. 27
Today I want to make the case for and against a 2023 recession. I hope that after reading, you will decide I have made the perfect ...
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An Updated State of Housing – Dividend Cafe – Jan. 20
Almost every person I know lives somewhere. This topic is perhaps more relevant in a practical sense than many others.
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There’s a Different Kind of Bernie on Every Corner – Dividend Cafe – Jan. 13
The entire Bernie Madoff saga also reinforces one of the most important and actionable realities of investing, universally applicable and relevant to all.
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Year Behind, Year Ahead – Special 2023 White Paper
I hope you find this year’s Year Behind, Year Ahead white paper profitable. It’s going to be a wild year.
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The Beautiful Future of Work – Special Dividend Cafe – December 23
Today's Dividend Cafe has a message you need about the future of work, even if it is the first one I did not write in ...
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Inflation Station – Dividend Cafe – Dec. 16
Virtually everything going on in markets right now has to do with what central banks are doing (or are projected to do).
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Mark to Market vs. Mark to Fantasy – Dividend Cafe – December 9
Today's Dividend Cafe is not about Blackstone or FTX or CNBC, but rather it is about a broad issue in financial markets that is not ...
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