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.
When Markets Fight On! – Dividend Cafe – Sept. 2
We are entering football season, and how markets and USC football connect is about to be readily apparent to you.
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When Is It Time to Sell? – Dividend Cafe – Aug. 26
Today we dive into a question that is hyper-practical - more micro than macro - and that is when to sell a stock.
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Top Five Questions of Summer 2022 – Dividend Cafe – Aug. 19
This is a short, easy read, and easily digestible for anyone looking to make heads or tails of the current market conditions.
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A Natural Way of Seeing Things – Dividend Cafe – Aug. 12
We are going to do a very quick look into how the Fed fuels Japanification, but more specifically, how low-interest rates hurt growth.
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Economic Truth-Telling in an Age of Narratives – Dividend Cafe – Aug. 5
If I do my job right, everyone will be mad at me when all is said and done. Such is the plight of an economic ...
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Inflating Clarification on Inflation Part 2 – Dividend Cafe – July 29
I will give you a recap today of last week's takeaways but then make sure this week's wraps a bow around our updated point of ...
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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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