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.
Can the Bull Market Continue? – March 27, 2026
David Bahnsen breaks down labor, financial conditions, and profits to assess whether the bull market can endure.
VIEW MORE >
Private Credit Contagion Risk and All the Lies – March 20, 2026
Why private credit fears are exaggerated: understanding defaults, liquidity, and the difference between hype and reality
VIEW MORE >
The Five Major Issues for Investors So Far in 2026 – March 13, 2026
Explore how the Iran war, tariffs, credit concerns, AI volatility, and sector rotation are shaping markets in early 2026.
VIEW MORE >
Iran, Oil, and Markets – March 6, 2026
The war in Iran is fueling volatility and higher oil, but fundamentals—not emotion—should guide investor decisions
VIEW MORE >
Is There a Private Markets Crash Stewing? – February 27, 2026
A rational guide to private markets amid media hype. This edition explains liquidity, lending risks, and AI concerns.
VIEW MORE >
When Lower Inflation Hurts – February 20, 2026
Why disinflation isn’t always good news—and how weak growth, housing, and capex shape the real economic outlook.
VIEW MORE >
AI Productivity and Bounced Checks – February 13, 2026
A clear‑eyed look at the need for real productivity to materialize out of AI—and why faster activity and hype don’t equal growth.
VIEW MORE >
All About the Next Fed Chair Kevin Warsh – February 6, 2026
Explore New Fed Chair Kevin Warsh and what matters to investors regarding interest rates and economic impact.
VIEW MORE >
Rebalancing: Because Something Always Underperforms – January 30, 2026
Most investors love what’s working and resist touching it. That instinct is understandable - and often costly.
VIEW MORE >