Monday Edition

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.

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SPECIAL EDITION – MARKET SELL-OFF – January 20, 2026

A lot of attention is being given to the big market sell-off following President Trump's tariff threats against European countries.
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MONDAY – January 12, 2026

Dear Valued Clients and Friends – There is a very big focus today in the Monday Dividend Cafe on Public Policy and Housing, as there ...
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MONDAY – January 5, 2026

There is plenty to say today about the dramatic events in Venezuela. Coverage made its way into about four categories of today's edition.
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MONDAY – December 22, 2025

This will be the last communique of 2025. In the meantime, enjoy all the last few days of 2025 have to offer you and yours!  ...
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MONDAY – December 15, 2025

It was a heavy and somber weekend in the news cycle, and I address some of that below. Otherwise, today’s edition makes it around the ...
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MONDAY – December 8, 2025

An interesting aspect of the volatility we have seen in equities over the last five weeks is that credit spreads have tightened.
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MONDAY – December 1, 2025

It is worth pointing out that both the Russell 2000 and the S&P 500 EQUAL-WEIGHTED ended the month at all-time highs.
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MONDAY – November 24, 2025

By far the biggest % carnage in shiny objects has not even been the main players of AI, but rather the main players of crypto.
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MONDAY – November 17, 2025

I was able to go around the horn in writing today’s Dividend Cafe, and there was a lot to cover today so the read is ...
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