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.
There’s a Different Kind of Bernie on Every Corner – Dividend Cafe – Jan. 13
The entire Bernie Madoff saga also reinforces one of the most important and actionable realities of investing, universally applicable and relevant to all.
VIEW MORE >
Year Behind, Year Ahead – Special 2023 White Paper
I hope you find this year’s Year Behind, Year Ahead white paper profitable. It’s going to be a wild year.
VIEW MORE >
The Beautiful Future of Work – Special Dividend Cafe – December 23
Today's Dividend Cafe has a message you need about the future of work, even if it is the first one I did not write in ...
VIEW MORE >
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).
VIEW MORE >
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 ...
VIEW MORE >
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.
VIEW MORE >
Thanksgiving Edition – Dividend Cafe – Nov. 23
Those looking for an intense apologetic for Dividend Growth investing this week, please recalibrate your expectations.
VIEW MORE >
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 ...
VIEW MORE >
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.
VIEW MORE >