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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April Showers and May Flowers – May 1, 2020

I learned a lot in April that I want to share it with you. This week's Dividend Cafe is the longest and also the most ...
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TBG Investment Committee – Week of April 27, 2020

Sheltered-in-place but not forgotten, the Investment Committee of The Bahnsen Group zooms back into your podcast player with this detailed analysis
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Even More Ridiculous than Negative Oil Prices – Dividend Cafe – April 24, 2020

It has been a fascinating week in the markets, with oil tanking, but the energy sector way up; with the markets up and down every ...
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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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