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.
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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TBG Investment Committee – Reunion Edition – Week of June 8, 2020
Our investment committee is back together, sheltering in place at our own studio, bringing you our perspective on all these subjects and more.
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New Highs Amidst New Lows – June 5, 2020
Our earnest hope is for more steadfast respect for human life and equality. We do have to ask how markets can go up so much ...
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First Things and Humility – May 29, 2020
This week focuses on many first principles in investing, beliefs about our principles and hopefully reflects the humility needed in risk management.
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The Sobering, Thrilling Reality of ‘Back to Normal’ – Dividend Cafe – May 22, 2020
In this week's Dividend Cafe, we are going to dive into a bunch of subjects - not because they are abnormal or extraordinary, but because ...
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A Solution Means Knowing What You Are Solving – May 15, 2020
I thought I would spend our efforts this week looking at catalysts that may not be so obvious. I want to begin discussions of long-term ...
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Sowing the Seeds of Human Flourishing – May 8, 2020
This week's Dividend Cafe looks at the overall economy, and I close with something I don't often do: A summary of our short, medium, and ...
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