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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Inflating Clarification on Inflation Part 1 – Dividend Cafe – July 22

I do hope some clarification comes out of this, but truth be told, I am more passionate about just reiterating the great economic message of ...
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A Fool’s Game – Dividend Cafe – July 15

We are living in a time where there have been more bad ideas than money to invest in (or at least bad prices at which ...
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Inflation vs. Recession vs. Investing Common Sense – Dividend Cafe – July 8

What do we know about current economic conditions, potential economic developments, and eventual economic results?
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Independence, Economics, and Markets – Dividend Cafe – July 1

Today's Dividend Cafe explores how the exceptional idea of America ties into markets, economics, and investing.
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Chewing on the Four E’s – Dividend Cafe – June 24

There are a few "big" issues that people are bringing up daily, and we want to do a little multi-question fireside chat with you.
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Is the Fed about to Break This? – Dividend Cafe – June 17

This week has to do with discussions around a potential deeper level of concern in financial markets, and what they may look like.
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The Next Bad Thing – Dividend Cafe – June 10

Today's edition looks at what could make this market get worse, in a real systemic, significant, macro kind of way.
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My Eyes Have Seen Midstream Energy’s Resurrection – Dividend Cafe – June 3

This week, I talk about a very personal and biographical aspect of my life and apply it to a really specific investment lesson and principle.
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Housing Comes Center Stage – Dividend Cafe – May 27

Housing is back front and center in financial discussions, and all I want to do today is make sense of it.
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