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 – June 30, 2025

The first half of 2025 is complete; markets are up on the year after a ferocious Q2 comeback. A public policy-heavy day awaits.
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Special IRAN Issue – Dividend Cafe – MONDAY – June 23, 2025

We know that the U.S. launched a successful mission on Iran's nuclear capacity on Saturday.  Today, we will cover some of what we don't know.
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MONDAY – June 16, 2025

Today's Dividend Cafe covers the full gamut of topics. We have a balanced rundown of the day with plenty in here for everyone.
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So Much Market Info, and Senate Plans for the Bill – MONDAY – June 9, 2025

As we enter crunch time for this “big, beautiful bill,” I have been trying my best to assess what is possible before it returns to ...
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Not Going Away in May – Dividend Cafe – MONDAY – June 2, 2025

So, who had "the month of May being the best month for stocks in 35 years" on their bingo card after the way April went?
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MONDAY – May 19, 2025

I will leave you in suspense and not blow everything with an introductory paragraph that gives away the conclusion.
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SPECIAL EDITION: Four Major Stories – MONDAY – May 12, 2025

Four stories, each individually representing one of the biggest news stories of the year, are all playing out today.
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Bear Markets, Oil Prices, and More – MONDAY – May 5, 2025

A very full Dividend Cafe today, with a lot to say on markets, and a lot to say on Public Policy. 
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A Normal Monday Dividend Cafe – April 28, 2025

Lo and behold, a drama-free Monday Dividend Cafe with the standard trip around the horn about public policy, top news, the Fed, and more.
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