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.

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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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DC New Year v3

Happy New Year Edition – Jan. 4, 2019

Dear Valued Clients and Friends, Welcome to 2019, and Happy New Year!  I am sure for many investors, getting out of 2018 is fine by ...
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2008 Financial Crisis Compilation

SPECIAL EDITION – MARKET EPICUREAN – The Real Lessons of The Financial Crisis

The following is a compilation of a Special Series on the Ten-Year Anniversary of the Financial Crisis of 2008 highlighted in the Market Epicurean on ...
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