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.
The New Narrative: A Fed Put vs. A Trump Call – June 7, 2019
Dear Valued Clients and Friends, The market sold off aggressively last Friday after a late Thursday night tweet threatening new tariffs with Mexico. Some antitrust ...
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No Deal, No Relief – May 31, 2019
Dear Valued Clients and Friends, The trade war did not end this shortened market week, and therefore, the market volatility did not let up. The ...
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Human Nature and Twenty More Years of Debt – May 24, 2019
Dear Valued Clients and Friends, I give myself very good advice. But I very seldom follow it. Will I ever learn to do the things ...
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A Trade War Afraid of Going Nuclear – May 17, 2019
Dear Valued Clients and Friends, The discussions in this week’s Dividend Cafe, in the podcast, in this commentary, in the video – all talk about ...
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Trade Teetering by a Tweet – May 10, 2019
Dear Valued Clients and Friends, Greetings from the SALT Symposium in Las Vegas where the week that all of our fears about the trade war ...
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Bombshell Productivity – May 3, 2019
Dear Valued Clients and Friends, The month of April ended in positive territory, extending the market’s monthly winning streak to four months, and prompting all ...
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An Earnings Awakening – April 26, 2019
Dear Valued Clients and Friends, I have just returned from a rather lengthy run in my New York office, and have re-entered a land where the ...
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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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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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