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 Beached Whale of Doom vs. Reality – Dividend Cafe – May 13
There are a multitude of timely messages this week that are vital for investors in this current era and the one that is to come. ...
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A Booze Free Punch Bowl – Dividend Cafe – May 6
Market volatility is on a roll. Today's takeaway will be what to do about it (or not do about it). Knowledge followed by action.
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Some “R Words” are Worse than Others – Dividend Cafe – April 29
Today we will look at recession reality in current times, when, what, and why, and unpack the investment implications of all of it.
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We Work, or We Suffer – Dividend Cafe – April 22
Today’s edition is about the state of jobs in America. Investors need a fuller understanding of current realities in American labor.
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The Landscape for Private Markets – Dividend Cafe – April 14
Private markets are just as much the real economy as public markets and are deep into the capture of human activity.
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Something To Be Certain About – Dividend Cafe – April 8
Today we are going to do a little history lesson to contrast the present with the past with history and logic.
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Honesty and Policy – Dividend Cafe – April 1
I believe one of the most powerful people in global finance gave me the chance to address a topic that desperately needs to be addressed.
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The Country No One is Talking About – Dividend Cafe – March 25
There is a country that is rarely discussed these days and perhaps offers as many economic implications as Russia, Ukraine, and China.
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The Dream Team – Dividend Cafe – March 18
This week our Investment Committee tackles the Russia/Ukraine situation while TBG Partner Trevor Cummings offers his Thoughts On Money.
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