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.
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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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.
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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.
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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
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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
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