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 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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All the Questions You’ve Been Dying to Ask – Dividend Cafe – May 20
Today we address the most common questions received from clients and compiled a set of answers that walk through the big issues of today.
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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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