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.
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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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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