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 – September 8, 2025

Dear Valued Clients and Friends – It is a full Monday-edition Dividend Cafe today, so get ready to go truly around the horn. Dividend Cafe ...
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MONDAY – August 25, 2025

Dear Valued Clients and Friends – Before we get too deep, a special shout-out to TBG client, Nathan Church, on first first-ever major league home ...
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MONDAY – August 18, 2025

Markets opened flattish today and zigged and zagged in a very tight range throughout the day. Industrial Production declined -0.1% in July. 
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MONDAY – Aug. 11, 2025

A very traditional "around the horn" day in the Monday Dividend Cafe, talking about Trump, my favorite economists, housing, and much more.
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MONDAY – Aug. 4, 2025

If the stock markets being down on bad news Friday and then up on the same bad news Monday has you confused, you aren't totally ...
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MONDAY – July 28, 2025

A classic "around the horn" Monday Dividend Cafe today as markets zigged and zagged throughout the day.
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MONDAY – July 21, 2025

Valuations are back at cycle highs, basically 23x best-case full-year expectations – and on this, the current hopes for index investors turn.
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MONDAY – July 14, 2025

A trip around the horn today, with a bigger focus on Policy than our other normal categories.
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Tariff Threats (LOL?) – MONDAY – July 7, 2025

Another Monday, another threat of tariffs, but a lot less market care. All this and more in today’s Dividend Cafe!
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