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.
A Golden Opportunity to Go Against the Grain – Dividend Cafe – June 25
This week we dive into some fun history, some application of that history, and leave you with some crucial reminders about markets.
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Debt and Everything Else – Dividend Cafe – June 18
More or less, every single topic being discussed right now has as its true foundation the reality of debt.
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The Business Model Matters in Economics – Dividend Cafe – June 11
Today we look at the current news and provide wise investment applications for you - within our framework.
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Bringing the Fed to the Beach – Dividend Cafe – June 4
The Fed has taken on a far greater role in the administration of our economy and capital markets in the last twenty years.
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Three Problems in Search of a Solution – Dividend Cafe – May 28
This week covers the three most important things in global economics right now, one short-term, one intermediate, and one longer-term.
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Inflating our Thoughts on Inflation – Dividend Cafe – May 21
I do a deeper dive into inflation this week. I think the discussion is too simplistic when it plays out in short sound bites on TV.
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A Very Significant Week – Dividend Cafe – May 14
This week saw the highest levels of market volatility all year. I just don’t think this week had anything to do with market volatility.
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Fear is a Four Letter Word – Dividend Cafe – May 7
This week's edition seeks to provide a really thorough answer to that ever-so-compelling question, "what keeps you up at night?"
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Nothing New Under the Sun – Dividend Cafe – April 30
We live in unpredictable times. The "new" must be informed by the "old." And that is what we are going to discuss today.
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