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.
Finally, Some Perfect Clarity about Inflation – August 15, 2025
I want to do a refreshed assessment of the state of inflation. It was quite a week, and the conversation is highly politicized.
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Economic Forecasting for Non-Astrologers – August 8, 2025
What we are going to do in the Dividend Cafe today is not focus on where the economy is going, but actually re-ask the question, ...
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How Should the Trump Tariffs Be Assessed? – August 1, 2025
Today, we will look at what will matter, so that at least when it is time to issue a real report card, we know how ...
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The Reality of American Manufacturing – July 25, 2025
Today, the Dividend Cafe seeks to unpack deeper truths about the state of U.S. manufacturing, with an eye towards what it means for the American ...
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What to Learn from the Worst Business Deal in History – July 18, 2025
Today, we have a history lesson in the largest wealth-destructive event in history, and lessons for investors seeking to do the right thing.
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A Referee’s Take on the Big, Beautiful Bill – July 11, 2025
The One Big Beautiful Bill Act requires commentary and analysis rooted in truth. The bill has some big problems and does some good things.
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Bubble Watching and the Art of Investing – July 3, 2025
What do bubbles, AI, and Beanie Babies have in common? A timeless investing lesson every prudent investor needs to understand.
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War, the Middle East, and Markets – June 27, 2025
My priority in the Dividend Cafe today is not political nor is it militarily strategic but I believe it warrants a really serious look at ...
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What Happens If We Do Nothing? – June 20, 2025
Our nation has a national debt of $37 trillion. Let's explore what will happen if we do nothing to fix this growing problem.
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