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.
Price Discovery and the Human Spirit – Dividend Cafe – Aug. 7
The first week of August started surprisingly strong, with much "less bad" economic data than expected, but with many living under sub-optimal conditions.
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My Weird Interest in the Important – July 31 – Dividend Cafe
People want me to opine on what I think about the market in light of COVID and what I think about big tech. We feature ...
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Financial Certainty in a Time of Global Uncertainty – Dividend Cafe – July 24
Given the world's uncertainty, now and through history, this week's Dividend Cafe provides a refresher of some of our deeply held investment principles.
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Running & Eating – Dividend Cafe – July 17
In this week's Dividend Cafe we look at the trade-off of volatility and expected returns, the state of the economy, the next stimulus, QE, and ...
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Grown-ups and Unavoidable Tradeoffs – July 10 – Dividend Cafe
At the heart of what I think we are dealing with as a society with COVID is the inability or unwillingness to accept trade-offs between ...
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History and Opportunity – Dividend Cafe – July 3
This week we look at the first half of 2020, and plan and project for the second half of 2020, and beyond. It will be ...
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New York Tough – June 26 – Dividend Cafe
It's been another roller-coaster week in the markets, and we are ending the week with a sell-off. A volatile, range-bound market is the lay of ...
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A Father’s Day Dividend Cafe – June 19, 2020
I want to start this Dividend Cafe by wishing all of you dads a very Happy Father's Day. I am a dad and had a ...
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A Bull and Bear Fight, and I Feel Fine – June 12, 2020
Thursday's market drop did not stress me out. 1,800 points came off the Dow in one day, and I did not spend any time "sweating" ...
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