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.
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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Investor Lessons from a World of Doing Something – Dividend Cafe – Oct. 9
Investors are dealing with a world of intervention, not laissez-faire. I hope this week's Dividend Cafe will inform, guide, and challenge you.
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Magnifying Old and New Lessons – A Dividend Cafe for the Ages – Oct. 2
This week we explore lessons from the COVID era. They were not new lessons – they were reminders of timeless lessons and principles.
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Jumping Around But Staying Out of Trouble – Dividend Cafe – Sept. 25
At today's Dividend Cafe, we'll jump around the markets, discussing things that are not obvious, not easy, and sure to confound.
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Politics Fourth: Getting our Priorities Straight – Dividend Cafe – Sept. 18
That politics is not the main issue driving markets may be incomprehensible. This Dividend Cafe my surprise you, uplift you, but will not bore you.
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SPECIAL Election Issue – Dividend Cafe – Sept. 11
In this week's Dividend Cafe, we assess the 2020 election implications and their potential effect on your portfolio.
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A Bigger Story than Tech Stocks – Dividend Cafe – Sept. 4
The market is experiencing a big tech-led sell-off. But no matter where this goes, it is not the biggest story in capital markets right now.
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