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.
The Only Game in Town – Dividend Cafe – Dec. 11
To explain why the market has been behaving as it has been, not just in the context of the four or five things uttered a ...
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December Memories – Dividend Cafe – Dec. 4
This week will jump around but offers a bit of history, a bit of market tension, and a bit of future-gazing with some surprising takeaways.
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Thanksgiving Edition – Dividend Cafe – Nov. 25
Forgive the break from market commentary. I will fill this week’s Dividend Cafe with Thanksgiving sentiments near and dear to my heart.
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Pessimism and Your Portfolio – Dividend Cafe – Nov. 20
We look at optimism vs. pessimism and why it is at the very heart of what it will mean to be a successful investor.
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Timing is Almost Nothing – Dividend Cafe – Nov. 13
For virtually all of 2020, there was a huge focus on making the distributed commentary as "current" as possible before submitting it.
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What Next?: A Post-Election Reality Check – Dividend Cafe – Nov. 6
November 3 has come and gone, and while the results aren't certain, we have a pretty good feel for where things are headed.
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Election Weekend Musings – Dividend Cafe – Oct. 30
I thought it appropriate to devote this weekend’s Dividend Cafe to the election, now that this long-awaited event is almost here.
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The Magnify Moment in COVID – Dividend Cafe – Oct. 23
Today's topics are leaps and bounds more relevant to investors, long-term, than whatever uncertainty volatility the election results create.
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Never Forget the Deja Vu of the GFC and a Love Letter to NYC – Dividend Cafe – Oct. 16
Our business is better off because of the meetings we had this week, and our clients will experience better results because of it.
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