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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Fed Independence Day – MONDAY – April 21, 2025

Additional uncertainty swept through markets in the aftermath of President Trump's threats to remove Chairman Powell from the Federal Reserve
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What to Make of the Bond Market, and More – MONDAY – April 14, 2025

For only the 8th market day since 'Liberation Day', markets today went way up, then went negative, then rallied back to end positive.
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SPECIAL EDITION – MONDAY – April 7, 2025

Markets have been in pure sell-off mode. I will try to cover as much as I can (even if outside much of our normal categories ...
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Every Quarter’s Beginning is another Quarter’s End – MONDAY – March 31, 2025

The first quarter of 2025 had a big drop on Friday, followed by an intraday reversal today. We'll have a quarterly recap tomorrow.
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Tariff Relief or a Headfake? – Dividend Cafe – MONDAY – March 24, 2025

There was much to say on policy and on the Fed today, but it is all worth your while (I promise).
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To Act or not to Act – MONDAY – March 17, 2025

I don't think there is anything more important than the Ask TBG question and the Ask TBG answer. The entire edition was a blast to ...
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Market Turmoil Intensifying – MONDAY – March 10, 2025

Market turmoil continued today with the Nasdaq down -4% today and now down -13% from its Feb. 19 level of just over two weeks ago. 
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Tariffs are Back? – MONDAY – March 3, 2025

Tariff turmoil is here and yet the dynamic playing out in markets feels much more selective than universal right now.
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Problems in AI, Tax Cuts, and DOGE – MONDAY – February 24, 2025

Things are moving very fast in the world and the markets, and not always with as much clarity as some may be hoping for.
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