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.

growth story

Getting the Growth Story Right – April 19, 2019

Dear Valued Clients and Friends, This week’s Dividend Cafe was prepared a bit earlier in the week than normal because of the Good Friday holiday ...
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Q1

The Mother's Milk of Investing Season – April 12, 2019

Dear Valued Clients and Friends, As you are receiving this week’s Dividend Cafe, we are entering the earnings season whereby, for the next four weeks, ...
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me_tcfdg

Special Edition Preview: The Case For Dividend Growth – Investing in a Post-Crisis World

The last decade of investing, what you might consider the “post-crisis” period, has served up a tremendous opportunity to forget nearly everything that matters about ...
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stock_market_blog

Q2 Picks Up Where Q1 Left Off – April 5, 2019

Dear Valued Clients and Friends, A strong start to Q2 following up on what was one of the strongest Q1’s in history …  The markets ...
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Yield

Colluding with the Yield Curve – March 29, 2019

Dear Valued Clients and Friends, By the time you are reading this, the first quarter of 2019 has come to an end, and what a ...
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Madness

The Madness of Investor Psychology – March 22, 2019

Dear Valued Clients and Friends, It is a shorter Dividend Cafe this week but I believe they have been running pretty long as of late ...
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Connection

How All the Things Connect: Evaluating this Economy Now – March 15, 2019

Dear Valued Clients and Friends, This has been a strange week for a nice, positive move in market indices, yet that is what has happened ...
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Capex

Checking In On Capex

I use my weekly Dividend Café commentary to provide a high-level overview of all macro-economic matters that we believe are relevant to the state of ...
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Earnings Questioned

Earnings Get Questioned and Europe Gets Desperate – March 8, 2019

Dear Valued Clients and Friends, Markets have cooled off this week (finally), not with any meaningful sell-off, but with a slow drip of barely negative ...
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