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.
Not So Fast, Phase One! – Nov. 22, 2019
Dear Valued Clients and Friends, As of press time mid-day on Thursday, the market was down about 250 points on the week, which is not ...
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Sustainable Growth in the Emerging Markets – TBG Investment Committee Nov. 19, 2019
Dear Valued Clients and Friends, We have spent way too much time talking about the trade war, tariffs, the Fed, and Trump this year, and ...
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Feeling Optimistic! – Nov. 15, 2019
Dear Valued Clients and Friends, Greetings from New York City where I actually spent a day in Connecticut this week with clients and another day ...
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All-Time Highs and Trading Away the Tariffs – Nov. 8, 2019
Dear Valued Clients and Friends, I am quite happy to say that this week’s market saw several new all-time highs reached (Dow and S&P 500) ...
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New York Annual Due Diligence Takeaways – TBG Investment Committee Nov. 5, 2019
Dear Valued Clients and Friends, Our 14th annual New York due diligence trip featuring 20+ meetings with portfolio managers, economic strategists, and alternatives partners was ...
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Third Time's a Charm – Nov. 1, 2019
Dear Valued Clients and Friends, And just like that, we find ourselves in the month of November, a stunningly quick completion of the first ten ...
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A Week of Boredom for Some, Not for Others – Oct. 25, 2019
Dear Valued Clients and Friends, Greetings from New York City where we are approaching the end of an intense week of meetings, discussions, debates, analysis, ...
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Trade Meeting Ends, Earnings Season Begins, and a Crucial Economic Lesson – Oct. 18, 2019
Dear Valued Clients and Friends, Greetings from the financial capital of the world that is New York City where I have officially begun my annual ...
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Downloading The Trade War "Deal" – TBG Investment Committee 10/15/19
Dear Valued Clients and Friends – The market loved the word Friday that the trade war talks did not blow up, and that they, in ...
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