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.
Year Ahead, Year Behind – Special 2022 White Paper
We believe this YEAR AHEAD / YEAR BEHIND work will be valuable information for you as we assess 2021 and dive into 2022.
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The Fed Talks My Book – Dividend Cafe – Dec. 17
The Fed is changing the guard. Some things are changing; some are not. Understanding this may be the best Christmas gift I can offer.
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One Big Week and It’s Not Different – Dividend Cafe – Dec. 10
Today we dig deeper into a couple of things that warrant our understanding - an understanding that is not the same as concern or worry.
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Confusion in the Unfazed and Hysterical – Dividend Cafe – Dec. 3
Today we want to look at what does and does not play into our thinking and why many have their fears and non-fears exactly backward.
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Happy Thanksgiving!! – Dividend Cafe – Nov. 24
Today's Dividend Cafe captures some Thanksgiving reflections from yours truly, the author of each week's Dividend Cafe but also the Founder and Managing Partner of ...
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Confidence in the Future – Dividend Cafe – Nov. 19
People who are confident in the future save because it is the predecessor to what they really want to do - invest.
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The Algebra of Inflation – Dividend Cafe – Nov. 12
Today I want to explain why some focus on the right thing (price inflation), but for the wrong reason and with the wrong solution.
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Debt and You – Dividend Cafe – Nov. 5
Today, we will look at the state of monetary policy, the fiscal policy that has necessitated it, and what investment lessons we can extract.
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Theory into Practice – Dividend Cafe – Oct. 29
Last week's edition addressed some mostly forgotten economic principles. This week we focus on the application of these principles.
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