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.
Black Monday Deja Vu – March 16, 2020
Today we offer a podcast from our Investment Committee and address a lot of what is going on in the world that may help explain ...
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Not Time to Call a Bottom! – March 13, 2020
This week's Dividend Cafe focuses on what happened this week, what has to happen from here for markets to normalize, begin recovery, and finish recovery.
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Special Mid-Week Edition – March 10/11, 2020
We dive deeper into the oil saga playing out with Saudi and Russia and unpack more of the economic ramifications of the present hysteria.
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A Roller Coaster is Better than a Slide – March 6, 2020
This Dividend Cafe offers our latest perspective with as much guidance and reality as we can muster during this highly volatile time in the markets.
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Special Mid-Week Market Update – March 4, 2020
In this special mid-week edition, we will look at the political impact on markets this last week, the Fed, and other portfolio considerations.
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TBG Investment Committee – Week of March 2, 2020
Our Investment Committee delves into all things market correction, market snap-back rally, coronavirus, and the political landscape shift of the weekend.
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A Week of Fear and Trembling – Feb. 28, 2020
As of press time Friday morning, we have experienced the worst week for markets since the financial crisis. I write from the heart on all ...
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Special Wednesday Dividend Cafe on the Coronavirus Market Correction
Monday and Tuesday produced the largest two-day point drop in market history. We seek to provide a very sober and substantive view of the whole ...
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TBG Investment Committee Coronavirus Update – Week of February 24, 2020
The ongoing spread of coronavirus and uncertainty surrounding such pushed markets down. Today's podcast unpacks what is happening, why, and what it means.
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