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.
Two Anniversaries Worth Remembering – Dividend Cafe – March 12
There are two anniversaries being commemorated this week – two! Both are vitally important and warrant special Dividend Cafe attention.
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The Lessons of Anti-Money – Dividend Cafe – March 5
We currently have the weirdest of circumstances where “everyone” is talking about the right thing but doing so in the wrong way.
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Profits Not Policy – Dividend Cafe – Feb. 26
Today's edition seeks a better understanding of what really drives asset prices over time. There is a need for improved knowledge here.
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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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