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.
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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A Short Market Week but not a Boring One! – Feb. 21, 2020
These shortened market weeks tend to feel a bit different than a full market week. Nevertheless, we have the events unpacked in this week's Dividend ...
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Looking Beyond One Week – Feb. 14, 2020
This week's Dividend Cafe features some longer-term reflections on the economy and on long-term challenges that drive so much economic behavior.
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A Resilient Investor vs. A Resilient Market – Feb 7, 2020
In this week’s Dividend Cafe we do all we need to do to understand the current market volatility
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TBG Investment Committee Outlook – Week of February 3, 2020
The market has gotten a bit exciting, and this week’s special edition Dividend Cafe podcast explores why. We look into what it means, what is ...
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The Volatility Virus and Cure – Jan. 31, 2020
The market hit an expected roller-coaster this week as all the buzz is around the coronavirus in China.
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TBG Investment Committee Outlook -Week of January 27, 2020
Dear Valued Clients and Friends, The market dropped 450 points today as fears and uncertainties around the Chinese coronavirus make their way through the markets. ...
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