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.
DC Foibles and Difficult Market Calls – January 3, 2025
This week's edition goes through a few market-sensitive nuggets that are not covered in the Year Behind, Year Ahead paper.
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Trump 2.0, the Fed, and this Market Selloff – December 20, 2024
A market sell-off that began two weeks ago accelerated this week, and today's Dividend Cafe is going to be almost entirely devoted to it.
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Feeling Good about Feeling Good – December 13, 2024
This week talks a lot about "business optimism". There are plenty of things to unpack. It is a deep and wide Dividend Cafe.
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Tariffs, the Dollar, Pete Navarro, and You – December 6, 2024
Another big week of economic appointment announcements. A lot of material is front and center regarding tax, trade, tariffs, and energy.
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Thanksgiving Edition – November 27, 2024
My contentment is overflowing because God is good. These annual reflections are a heartfelt summary of how I feel about so many things.
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Market Momentum as a Reason for Thanks, or Fear – November 22, 2024
A little passive index talk, market momentum, bond spreads, Gen Z, and yes, post-election chatter await you in the Dividend Cafe.
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A Comprehensive Post-Election Commentary – November 15, 2024
This Dividend Cafe is useful for investors interested in objective but still opinionated analysis preparing for a 2nd Trump administration.
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The Election Results and what to Expect, Part I – November 8, 2024
I only have a few comments about the election as a matter of politics, because I have many other comments about the market reaction.
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Bipartisan is Not Always Good for Markets – November 1, 2024
We focus on assorted election issues, the future of the leadership at the Fed, and other items that should leave you elated with anticipation.
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