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.

Connection

How All the Things Connect: Evaluating this Economy Now – March 15, 2019

Dear Valued Clients and Friends, This has been a strange week for a nice, positive move in market indices, yet that is what has happened ...
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Capex

Checking In On Capex

I use my weekly Dividend Café commentary to provide a high-level overview of all macro-economic matters that we believe are relevant to the state of ...
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Earnings Questioned

Earnings Get Questioned and Europe Gets Desperate – March 8, 2019

Dear Valued Clients and Friends, Markets have cooled off this week (finally), not with any meaningful sell-off, but with a slow drip of barely negative ...
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All You Need to Know about the Misguided Financial Transactions Tax

Congressmen Brian Schatz of Hawaii and Peter DeFazio of Oregon have introduced the Wall Street Tax Act, a crass and poorly constructed tax on financial ...
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Inflating

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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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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