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.
Earnings Season Expectations – TBG Investment Committee – 10/09/19
Dear Valued Friends and Clients, As hard as it may be to focus on anything other than political drama and the China trade war, we ...
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It's the Economy, Stupid – Oct. 4, 2019
Dear Valued Clients and Friends, This week saw the ending of a volatile third quarter that actually created positive returns when all was said and ...
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How Investors Should be Thinking about Politics and their Portfolios – TBG Investment Committee 10/01/19
Dear Valued Friends and Clients, Few topics seem to be more front and center these days for investors than how the 2020 election may impact ...
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The Most Political Dividend Cafe Ever – Sept. 27, 2019
Dear Valued Clients and Friends, With the trade war still front and center in the global economy, earning season three weeks away, and continued questions ...
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Dividend Cafe – Index Funds as Weapons of Mass Destruction – TBG Investment Committee 9/23/19
Dear Valued Friends and Clients, Our investment committee creates this podcast for you to tackle a variety of issues pertinent to investors. The mass increase ...
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A Federally Reserved Week – Sept. 20, 2019
Dear Valued Clients and Friends, Some weeks are filled with little news but lots of market volatility, and then there are weeks like this one, ...
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What Trade War? – September 13, 2019
Dear Valued Clients and Friends, I realize after USC’s win over Stanford last weekend a lot of you paid no attention to markets at all ...
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Dividend Cafe – Not All Portfolios are Created Equal – TBG Investment Committee – 09/11/19
Dear Valued Clients and Friends – This week’s Dividend Cafe podcast with the entire TBG Investment Committee almost makes it without talking about the trade ...
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What We Have Learned about Markets these Last Five Weeks – September 6, 2019
Dear Valued Clients and Friends, Despite the shortened market week, we got another display of market uncertainty and persistent volatility this week (though lately the ...
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