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.
When Being a Bull or Bear Won’t Cut It – Dividend Cafe – March 10
Let's discuss something rarely mentioned in financial circles, but is extremely detrimental to financial media ratings.
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It’s Worse than You Think – Dividend Cafe – March 3
This is a seriously action-packed Dividend Cafe, and if you do not agree after reading it, you are entitled to a full refund of your ...
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A Random Walk Through Things – Dividend Cafe – Feb. 24, 2023
I love the "single topic" Dividend Cafe writings each week, but every now and then, it is fun to mix it up a little.
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Energy, Oil, and 2023 – Dividend Cafe – Feb. 17
It is time to update our macro perspective on the energy sector and offer some correct practical suggestions around investing in it.
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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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