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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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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Our Fed Conceit – Dividend Cafe – December 2

Fed decisions impact all aspects of the economy.  No person lives a life free of impact from the decisions of the Federal Reserve.
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Thanksgiving Edition – Dividend Cafe – Nov. 23

Those looking for an intense apologetic for Dividend Growth investing this week, please recalibrate your expectations. 
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It’s the Income, Stupid! – Dividend Cafe – Nov. 18

James Carville created a new adage for how we say that a particular thing is really the thing. The thing this week is the growth ...
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The State of Big Tech – Dividend Cafe – Nov. 11

I want to talk today through a few charts that cover the subject of energy & technology investing. The angle is a bit different than normal.
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One of These Things is not like the Other – Dividend Cafe – Nov. 4

If there is one thing I am obsessed with more than monetary economics, it is dividend-growth investing.
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Climate and Weather in Markets – Dividend Cafe – Oct. 28

I believe a lot of perspective was gained on this year's trip that needs to be applied to a decade of thoughtful guidance, not merely ...
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The Indexing Nightmare – Dividend Cafe – Oct. 21

The key dynamic is uncertainty - that is, uncertainty about the impact of Fed policy on economic conditions, uncertainty about economic conditions themselves, and uncertainty about the ...
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