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.
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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From Growth with Love – Dividend Cafe – March 11
There is some true connectivity between today's edition and how it interacts with current events. At the core is the challenge of growth.
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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.
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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.
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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.
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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.
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