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.
Dividend Cafe – Not All Portfolios are Created Equal – TBG Investment Committee – 09/11/19
Dear Valued Clients and Friends – This week’s Dividend Cafe podcast with the entire TBG Investment Committee almost makes it without talking about the trade ...
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What We Have Learned about Markets these Last Five Weeks – September 6, 2019
Dear Valued Clients and Friends, Despite the shortened market week, we got another display of market uncertainty and persistent volatility this week (though lately the ...
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Investing for the Month, and the Next Twenty Years – Aug. 30, 2019
Dear Valued Clients and Friends, The bulk of the first half of this week’s Dividend Cafe is dedicated to that which is most relevant to ...
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Investment Committee Podcast/Vidcast – August 29, 2019
Dear Valued Clients and Friends – Today’s podcast/vidcast features our entire Investment Committee in a battle royale (of mostly agreement), talking trade war, markets, yields, ...
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The Rate War, The Trade War, and the Market – August 23, 2019
Dear Valued Clients and Friends, You will see when you click into the Dividend Cafe this week that some of the normal attempts at being ...
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The Dividend Cafe Meets the Fiscal Feminist
Dear Valued Clients and Friends, For many years now we have been using our Dividend Café property to bring you frequent market commentary and portfolio ...
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SPECIAL EDITION PODCAST – Are We Going Into a Recession? August 19, 2019
Dear Valued Clients and Friends, We know the following things about the last 2-3 weeks in the market: (A) The China/trade war ...
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The Craziest Market Week of the Year – August 15, 2019
Dear Valued Clients and Friends, Is volatility back? You tell me – here was the market action this week: Down 400 points Monday, Up 400 ...
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Trump and Volatility – August 14, 2019
Dear Valued Clients and Friends – Down big Monday Up big Tuesday Down big Wednesday The highly volatile nature of the current market environment: (a) ...
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