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.
Contagious Ignorance – Dividend Cafe – April 1
The financial news of the week begs for us to address the subject of “contagion risk" – one person’s risk spreading to others
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A Primer on Bubbles – Dividend Cafe – March 26
Today's edition looks into bubbles and attempts to offer a little clarity into a subject that gets quite polluted by poor punditry.
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Stock Market Sensibility – Dividend Cafe – March 19
Dear Valued Clients and Friends, I had fun writing this week’s Dividend Cafe because I got to jump all over the place, just covering so ...
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Two Anniversaries Worth Remembering – Dividend Cafe – March 12
There are two anniversaries being commemorated this week – two! Both are vitally important and warrant special Dividend Cafe attention.
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The Lessons of Anti-Money – Dividend Cafe – March 5
We currently have the weirdest of circumstances where “everyone” is talking about the right thing but doing so in the wrong way.
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Profits Not Policy – Dividend Cafe – Feb. 26
Today's edition seeks a better understanding of what really drives asset prices over time. There is a need for improved knowledge here.
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My Heart Rate Monitor and the Economy – Dividend Cafe – Feb. 19
I can think I am talking about government spending one paragraph and economic growth another, and voila, the third paragraph is talking about how government ...
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Calling All Investors Who Want Income – Dividend Cafe – Feb. 12
There are fun things today in the Dividend Cafe. We dive deep into the dilemma facing investors who want and need cash flow from their ...
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Growth, Value, and Tom Brady – Dividend Cafe – Feb. 5
This week’s Dividend Cafe wants to analyze a handful of present investing landscape realities, and apply what it should mean for investors.
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