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 Week to Remember – January 24, 2025
Let's see what happened the first couple of days of Trump 2.0 (a lot happened in the first two hours), and get ready for what ...
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Bessent in Treasury and Rally in Markets – January 17, 2025
Someone could have had a bad cold for a few days and thought they woke up in a different year, with the market up almost ...
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Year Behind, Year Ahead – Special 2025 White Paper – January 10, 2025
Everyone knows markets never sleep, but truth be told, they really shouldn’t ever “surprise” either.
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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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