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.
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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Economics and Investing – Dividend Cafe – Oct. 22
We dive into some of the great economic principles one has to learn if they are to ever learn anything about economics.
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Bubbles and Resentments – Dividend Cafe – Oct. 15
There are a number of things we look at today, from the Value/Growth discussion to the impact of debt on the economy to so much ...
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What You Can Learn in a Week – Dividend Cafe – Oct. 8
This edition is all about this week's meetings with stellar investment professionals, answering questions about the current market cycle.
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Mitigating Risk in an Unstable World – Dividend Cafe – Oct. 1
If practical takeaways are what you are after, you've come to the right place. "Mitigating risk" becomes a huge topic in times like this.
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Excited and Concerned – Dividend Cafe – Sept. 24
Some bad things happened this week – for those who behaved badly. Nothing terrible happened this week – for those who behaved well.
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