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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The Week the Trade War Got Real – Aug. 9, 2019

Dear Valued Clients and Friends, Markets were greeted Monday morning with a 300-point drop at the open, which hours later had led to a nearly ...
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A Threatening Currency War

It is understandable that all focus may be on equity markets in the aftermath of a 1,500-point drop in the Dow Jones Industrial Average.  The ...
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SPECIAL EDITION: Trade Wars Not So Easy to Win for Investors – August 5, 2019

Dear Valued Clients and Friends – The market suffered its worst week of the year last week and the downside accelerated today in response to ...
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The Fed’s Gift: It’s the Thought that Counts – August 2, 2019

Dear Valued Clients and Friends, The Federal Reserve did something they have not done in nearly eleven years this week – they cut interest rates.  ...
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A Hearing on Spending and Recessions – July 26, 2019

Dear Valued Clients and Friends, Markets appear to be up a tad on the week, with little volatility to show for it (as of press ...
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The Math of it All – July 19, 2019

Dear Valued Clients and Friends, As we enter the middle part of the summer, we also enter the beginning of Q2 earnings season, and this ...
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Fed Up, Rates Down – July 12, 2019

Dear Valued Clients and Friends, It seems like the entire week has been inundated with Fed talk, and that’s probably fine as by this time ...
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Enjoying the Fruits of a Freedom Tree – July 3, 2019

Dear Valued Clients and Friends, This week’s Dividend Cafe is a special issue, so special in fact, that we sent it Wednesday so you would ...
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Making Sense of All-Time High Phobia – June 28, 2019

Dear Valued Clients and Friends, And just like that, 2019 is half-way over.  Next week will give me the ability to more exhaustively evaluate what ...
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