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.
So the Trump Market Put is NOT Dead – April 25, 2025
The events that led to the drop Monday and the events that led to the rebound after that inspired the major theme of today's Dividend ...
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The Art of a Tax Cut or a Tax Hike? – April 18, 2025
I don't really see a way to avoid the tariffs now, though I did use today's Dividend Cafe to go around the horn with a ...
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The Psychology of Trump, of You, and of Markets – April 11, 2025
We are in heavy times, and I hope this will be among the most practical and useful Dividend Cafes I have ever written.
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The Wrong Kind of Liberation Day – April 4, 2025
These periods make money in the end for patient, disciplined, properly-invested investors, but I know that they are emotionally challenging.
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The Last Issue on Tariffs (at least for a week) – March 28, 2025
I discuss some recent developments, unpack expectations for the week, and make sense of the economic and market impact where I can.
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An Anniversary to Forget and Remember – March 21, 2025
What we as a country went through and what investors and markets went through five years ago is the furthest thing from celebratory.
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Is the Trump Market Put Dead? – March 14, 2025
Let's explore whether or not markets still buy Trump's focus on deregulation and boosting the economy, during this tariff craziness.
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Market and Tariff Mania – March 7, 2025
Markets are still volatile, and with all the noise, let's examine tariffs and provide the perspective you need to understand the implications.
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Five Things that Matter and Don’t Matter – February 28, 2025
Five Things that Matter for markets, and Five Things that Don't Matter for investors.
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