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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My Heart Rate Monitor and the Economy – Dividend Cafe – Feb. 19

I can think I am talking about government spending one paragraph and economic growth another, and voila, the third paragraph is talking about how government ...
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Calling All Investors Who Want Income – Dividend Cafe – Feb. 12

There are fun things today in the Dividend Cafe. We dive deep into the dilemma facing investors who want and need cash flow from their ...
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Growth, Value, and Tom Brady – Dividend Cafe – Feb. 5

This week’s Dividend Cafe wants to analyze a handful of present investing landscape realities, and apply what it should mean for investors.
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You Are Where You Came From – Dividend Cafe – Jan. 29

Professional investors are shaped by events early in their careers. The events that damage us in our formative years teach lessons that last.
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The Great Debate Part 2 – Dividend Cafe – Jan. 22

That there are more significant things facing investors than the moving and shaking of the beltway is anathema to many in this politicized culture.
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The Great Debate – Dividend Cafe – Jan. 15

The subject of this week's Dividend Cafe is the great macroeconomic subject of our time. It did not begin with COVID.
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Where to Begin? – Dividend Cafe – Jan. 8

Where to begin, indeed. It may have been the kind of week investors wanted to start off 2021, but not the week anyone wanted for ...
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Year Ahead, Year Behind – Special Annual White Paper – Jan. 6

Our very special annual white paper is here, wherein we exhaustively recap 2020 and provide our key themes and perspectives for 2021.
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Some Things Do Change – Dividend Cafe – Dec. 18

Over the past 25 years, certain things reflect a paradigmatic change. This week we delve into the biggest of those changes.
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