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.

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A Referee’s Take on the Big, Beautiful Bill – July 11, 2025

The One Big Beautiful Bill Act requires commentary and analysis rooted in truth. The bill has some big problems and does some good things.
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Bubble Watching and the Art of Investing – July 3, 2025

What do bubbles, AI, and Beanie Babies have in common? A timeless investing lesson every prudent investor needs to understand.
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War, the Middle East, and Markets – June 27, 2025

My priority in the Dividend Cafe today is not political nor is it militarily strategic but I believe it warrants a really serious look at ...
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What Happens If We Do Nothing? – June 20, 2025

Our nation has a national debt of $37 trillion. Let's explore what will happen if we do nothing to fix this growing problem.
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Will People Ever Care about Value Again? – June 13, 2025

The question may be flawed, but the deeper dive into valuation, its history, and its future is anything but.
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A Letter to Graduates (again) and All Young Adults – June 6, 2025

No matter what your stage of life is, I think there is some evergreen wisdom here that I encourage all readers to take in.
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Dealing with the Debt in Dave-Land – May 30, 2025

I have been asked many times to write a piece on what I would do to solve the debt crisis if I were "king for ...
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The Big, not Beautiful National Debt – May 23, 2025

Today, let's look at the good and bad of the "Big, Beautiful Bill", the bond market, and big picture fiscal health of the country.
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The Real Secrets to Warren Buffett’s Success – May 16, 2025

We’re breaking down what truly made Buffett, Buffett. Some insights may surprise you, but they’re key to understanding the legacy he built.
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