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.
Bringing the Fed to the Beach – Dividend Cafe – June 4
The Fed has taken on a far greater role in the administration of our economy and capital markets in the last twenty years.
VIEW MORE >
Three Problems in Search of a Solution – Dividend Cafe – May 28
This week covers the three most important things in global economics right now, one short-term, one intermediate, and one longer-term.
VIEW MORE >
Inflating our Thoughts on Inflation – Dividend Cafe – May 21
I do a deeper dive into inflation this week. I think the discussion is too simplistic when it plays out in short sound bites on TV.
VIEW MORE >
A Very Significant Week – Dividend Cafe – May 14
This week saw the highest levels of market volatility all year. I just don’t think this week had anything to do with market volatility.
VIEW MORE >
Fear is a Four Letter Word – Dividend Cafe – May 7
This week's edition seeks to provide a really thorough answer to that ever-so-compelling question, "what keeps you up at night?"
VIEW MORE >
Nothing New Under the Sun – Dividend Cafe – April 30
We live in unpredictable times. The "new" must be informed by the "old." And that is what we are going to discuss today.
VIEW MORE >
What, Me Worry? – Dividend Cafe – April 23
The cap gain tax issue matters, so I wanted to address it and other things that seem to be a source of worry for many ...
VIEW MORE >
The Two Sides of the Coin in Normalization – Dividend Cafe – April 16
This week, we explore the “abnormalcy” of the economic contraction during COVID and the abnormalcy of the current economic recovery.
VIEW MORE >
It Ain’t What You Don’t Know – Dividend Cafe – April 9
I am quite convinced that far more damage is done by what people believe to be true than what they don't know.
VIEW MORE >