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.
Investment Conviction in a Time of “Revolution”? – October 10, 2025
It just so happens that where we are going today has some ancient grounding. And I didn't need AI to teach me these lessons.
VIEW MORE >
Some Invigorating Takeaways from our Week with the Greatest Minds on Wall Street – October 3, 2025
Today, we provide a high-level overview of some of the major themes, takeaways, and debates from our week with Wall Street money managers.
VIEW MORE >
When Labor Market Reality and Cultural Crisis Become One – September 26, 2025
Dear Valued Clients and Friends, The third quarter of 2025 will come to an end next week. I do not believe very many people would ...
VIEW MORE >
The Fed and the Punch Bowl – September 19, 2025
We are delivering our view of what the Fed is doing and why, and the far more important takeaway of what investors should be doing, ...
VIEW MORE >
The Economic Heart of the Matter in the 9/11 Attacks – September 12, 2025
Today, we discuss why those who wished harm on America in the 9/11 attacks were specifically focused on our financial system
VIEW MORE >
Exceptional Markets Require an Exceptional Economic Framework – September 5, 2025
A little economics. A little history. A little national pride. And some warnings to take seriously about the future.
VIEW MORE >
Separation of Business and State – August 29, 2025
This week, we examine the market ramifications of recent announcements made by the Trump administration that are relevant to all investors.
VIEW MORE >
The Fed Part No One is Talking About – August 22, 2025
A crucial part of monetary policy remains very lightly covered - the use of the Fed's balance sheet as a tool of monetary policy.
VIEW MORE >
Finally, Some Perfect Clarity about Inflation – August 15, 2025
I want to do a refreshed assessment of the state of inflation. It was quite a week, and the conversation is highly politicized.
VIEW MORE >