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.
You Are Where You Came From – Dividend Cafe – Jan. 29
Professional investors are shaped by events early in their careers. The events that damage us in our formative years teach lessons that last.
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The Great Debate Part 2 – Dividend Cafe – Jan. 22
That there are more significant things facing investors than the moving and shaking of the beltway is anathema to many in this politicized culture.
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The Great Debate – Dividend Cafe – Jan. 15
The subject of this week's Dividend Cafe is the great macroeconomic subject of our time. It did not begin with COVID.
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Where to Begin? – Dividend Cafe – Jan. 8
Where to begin, indeed. It may have been the kind of week investors wanted to start off 2021, but not the week anyone wanted for ...
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Year Ahead, Year Behind – Special Annual White Paper – Jan. 6
Our very special annual white paper is here, wherein we exhaustively recap 2020 and provide our key themes and perspectives for 2021.
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Some Things Do Change – Dividend Cafe – Dec. 18
Over the past 25 years, certain things reflect a paradigmatic change. This week we delve into the biggest of those changes.
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The Only Game in Town – Dividend Cafe – Dec. 11
To explain why the market has been behaving as it has been, not just in the context of the four or five things uttered a ...
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December Memories – Dividend Cafe – Dec. 4
This week will jump around but offers a bit of history, a bit of market tension, and a bit of future-gazing with some surprising takeaways.
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Thanksgiving Edition – Dividend Cafe – Nov. 25
Forgive the break from market commentary. I will fill this week’s Dividend Cafe with Thanksgiving sentiments near and dear to my heart.
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