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.
Inflating Your Portfolio – March 1, 2019
A lot does need to be said right now to investors about the changing paradigm in our national economic intentions around inflation.
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Behaving Thyself – Feb. 22, 2019
Dear Valued Clients and Friends, We appear to be set for another positive week in the markets, though I type this in advance of how ...
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Excited About Dividends – Feb. 15, 2019
Dear Valued Clients and Friends, This week’s Dividend Café comes from New York City where snow has been dropping and capital markets are in the ...
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Earnings, Economy, Energy, Election – Feb. 8, 2019
Dear Valued Clients and Friends, We entered the second month of 2019 this week and as of press time have continued the upward trend. There ...
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The Fed Waves the White Flag and Markets Throw a Party, Part 227 – Feb. 1, 2019
Dear Valued Clients and Friends, I am old enough to remember when the Dow was below 22,000 and headed towards 21,000. That was a month ...
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What to Watch in the U.S. and China – Jan. 25, 2019
Dear Valued Clients and Friends, It was a short week in the markets with the MLK Day holiday on Monday, yet the news cycle and ...
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Market Optimism, Brexit, and Freedom – Jan. 18, 2019
Dear Valued Clients and Friends, As I type the market is up a bit on the week, but we still have the end of the week ...
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When The Illusion of Safety Trumps Safety – Jan. 11, 2019
Dear Valued Clients and Friends, We have an entirely normal Dividend Café this week, filled with commentary on the Fed’s mea culpa last Friday, and ...
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Our 2019 Perspective: Making Sense of 2018, and Previewing the Year Ahead
Many investors may be excited to put 2018 in the rearview mirror, as its contrast from 2017 was stark in many ways. However, a deeper look ...
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