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.
The New Rules of Diversification – Dividend Cafe – March 4
Today we look at addressing portfolio distress through asset allocation – what it currently means, what has changed, and why it matters.
VIEW MORE >
The Fog of War – Dividend Cafe – Feb. 25
We devote this week to Russia/Ukraine. May your investor knowledge and appreciation of global affairs grow as a result. To that end we work.
VIEW MORE >
The Right Question to Ask in the Prediction Business – Dividend Cafe – Feb. 18
Today, I try to point us towards an understanding that will prove helpful in future discussions about inflation, the Fed, and interest rates.
VIEW MORE >
Getting Fed Matters Right – Dividend Cafe – Feb. 11
This week, we will see if we can't make more sense of what the risks are and are not around current Fed actions.
VIEW MORE >
What’s in a Stock Price? – Dividend Cafe – Feb. 4
A little more understanding of what one is paying for when buying stocks may help us understand how to navigate the next phase of markets.
VIEW MORE >
The Energy Famine Has Become a Feast – Dividend Cafe – Jan. 28
The energy sector is up +18% this month, and as of press time, the Nasdaq is down -15% YTD. Is Energy becoming a new "shiny ...
VIEW MORE >
What is Shiny Becomes Dull – Dividend Cafe – Jan. 21
The market events of the week (and 2022 so far) provide a golden opportunity to reinforce some more practical investment lessons right now.
VIEW MORE >
That Glass is Not Half Full – Dividend Cafe – Jan. 14
I think we are due for a little update on a few big macro issues, so update you we will. Today’s Dividend Cafe covers a ...
VIEW MORE >
Year Ahead, Year Behind – Special 2022 White Paper
We believe this YEAR AHEAD / YEAR BEHIND work will be valuable information for you as we assess 2021 and dive into 2022.
VIEW MORE >