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.
A Special ELECTION Q&A Edition – October 25, 2024
My goal this week has been to compile and address your many questions regarding the election and its impact on markets.
VIEW MORE >
Practically Dealing with an Expensive Market – October 18, 2024
It does you no good for me to talk about valuation without some kind of application or advice attached to it.
VIEW MORE >
A Consideration Being Missed – October 11, 2024
Hopefully, this week will inspire you with an opportunity, or at least a general refresher of things that matter in your investing life
VIEW MORE >
Affected by China Unwillingly and Unknowingly – October 4, 2024
This week's discussion is really not so much about China as an investible thesis, but rather how what is happening there may impact U.S. investors
VIEW MORE >
SPECIAL ISSUE: 2024 ELECTION EDITION – September 27, 2024
I tee up the 2024 special election issue with appropriate caveats: I am writing to reflect on what I believe may be, not what I ...
VIEW MORE >
What the Fed Has Done and Why and Where We Go from Here – September 20, 2024
Let's jump into the Dividend Cafe, where the first cut in 54 months, the first rate change in 14 months, and the beginning of a ...
VIEW MORE >
The Wrong Way to Think – September 13, 2024
Does someone really serve their clients by saying, “I am going to FIFTY PERCENT weighting to a few big tech companies"
VIEW MORE >
What Have They Come Up With Now? – September 6, 2024
Today, let's focus on human nature, current investor impacts, and issues around government debt and long-term economic growth.
VIEW MORE >
A Market Breakdown like No Other – August 30, 2024
A very strange market to cover this week: Some discussion about the future, the state of the economy, the national debt, and so much more.
VIEW MORE >