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.

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New Normal and Old Normal – April 17, 2020

The market is up again on the week with some up and down days along the way. I hope you will see why I am ...
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A Good Friday Indeed – April 10, 2020

We do not know what equities will do next week, but we do know that the Fed gave markets a lot of news, and that ...
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Optimism and Realism – April 7, 2020

This early-week edition brings better information on market behavior over the last six weeks, stock buybacks, stop-losses, the Fed, oil, and optimism.
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Markets Look Forward – April 3, 2020

The key, my friends, is where we go from here, and that itself is riddled with uncertainty. So let's unpack as much uncertainty as we ...
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Marching Into April, Thank God – March 31, 2020

We offer a lot of perspective on where things stand in the markets right now, some very serious opportunities, and some real and lasting risks.
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A Lot of Work to Do Still – March 27, 2020

This week attempts to combine a lot of investment application, macroeconomic commentary, and essential financial wisdom into one trip to the Dividend Cafe.
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QE Infinity – Early Week Dividend Cafe – March 23, 2020

We unwrap today's Fed announcement, the pending fiscal stimulus bill, and practical guidance on surviving the bear market we are presently enduring
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The Grind Continues – March 20, 2020

This week's Dividend Cafe does as much to make sense of everything going on and where we are headed than anything we have written so ...
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National Conference Call – March 17, 2020

A recap of our national conference call, offering our best perspective on this coronavirus/market distress. We took questions from all over the country.
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