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.
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.
VIEW MORE >
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.
VIEW MORE >
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 ...
VIEW MORE >
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.
VIEW MORE >
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.
VIEW MORE >
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.
VIEW MORE >
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.
VIEW MORE >
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.
VIEW MORE >
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 ...
VIEW MORE >