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.
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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The Bond Market Cares About You Even if You Don’t Care About It – Dividend Cafe – Oct. 14
Today's message is about economic growth, stock market pricing, interest rates, and the decisions we face as investors.
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History Has Spoken – Dividend Cafe – Oct. 7
The current bear market did not end in the last five days and there is more to be said about the history of all this ...
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The Glory of Bear Markets – Dividend Cafe – Sept. 30
Today we talk about bear markets. Not the mother of all credit implosions. Not a deep & unbearable recession. But bear markets.
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The Enemy of our Enemies in the Market – Dividend Cafe – Sept. 23
We devote this week to a few matters of international significance with a topic that may be more dramatic than even stock market volatility.
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