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.
Is the Trump Market Put Dead? – March 14, 2025
Let's explore whether or not markets still buy Trump's focus on deregulation and boosting the economy, during this tariff craziness.
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Market and Tariff Mania – March 7, 2025
Markets are still volatile, and with all the noise, let's examine tariffs and provide the perspective you need to understand the implications.
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Five Things that Matter and Don’t Matter – February 28, 2025
Five Things that Matter for markets, and Five Things that Don't Matter for investors.
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The Politics of Inflation – February 21, 2025
This week, we look at inflation: The price level, the good and bad policies that impact prices, and what that means to investors
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Tariff and Tax Vacillation – February 14, 2025
It is not easy to separate signals from noise these days, but if there is one place I am determined to do so, it is ...
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Beautiful or Terrible Tariffs: A Truth Bomb – February 7, 2025
I want to get into the heart of the matter regarding tariffs, but not lose sight of what is (and is not) going on right ...
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The Week AI Became Questioned – January 31, 2025
Amid Nasdaq turmoil, Nvidia/AI struggles, and a major Fed meeting, let's focus investors and readers on the stuff that actually matters.
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A Week to Remember – January 24, 2025
Let's see what happened the first couple of days of Trump 2.0 (a lot happened in the first two hours), and get ready for what ...
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Bessent in Treasury and Rally in Markets – January 17, 2025
Someone could have had a bad cold for a few days and thought they woke up in a different year, with the market up almost ...
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