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.

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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.
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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
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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.
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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
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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.
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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.
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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.
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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.
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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. 
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