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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MONDAY – November 10, 2025

The government shutdown appears headed to an end, with many people (okay, all people) wondering what it was ever about to begin with.
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MONDAY – November 3, 2025

Dear Valued Clients and Friends – Just jumping right in this week … Dividend Cafe did a deep dive into private markets, looking at the ...
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MONDAY – October 27, 2025

Lots to cover today as we head into the last week of October, a Fed week, and the busiest week of earnings season of the ...
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MONDAY – October 20, 2025

It certainly appears to markets (for now) that the China/U.S. tensions of ten days ago are not escalating as feared.
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China, AI, Trade War, and More – MONDAY – October 13, 2025

The huge sell-off Friday and partial recovery today provide plenty of opportunity for coverage. I will have more to say throughout the week.
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MONDAY – October 6, 2025

September was the fifth month in a row of a positive return in the market.
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MONDAY – September 29, 2025

Greetings from New York City, where we have spent the day in meetings with several of our money managers.
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MONDAY – September 22, 2025

Lots of Public Policy today and a typically fun Monday trip around the horn!
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MONDAY – September 15, 2025

Today we have a full markets update, and a normal trip around the horn (with lots in Public Policy).
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