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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.

A Short Market Week but not a Boring One! - Feb. 21, 2020
February 20, 2020
These shortened market weeks tend to feel a bit different than a full market week. Nevertheless, we have the events unpacked in this week's Dividend Cafe.
Looking Beyond One Week - Feb. 14, 2020
February 14, 2020
This week's Dividend Cafe features some longer-term reflections on the economy and on long-term challenges that drive so much economic behavior.
A Resilient Investor vs. A Resilient Market - Feb 7, 2020
February 07, 2020
In this week’s Dividend Cafe we do all we need to do to understand the current market volatility
TBG Investment Committee Outlook - Week of February 3, 2020
February 03, 2020
The market has gotten a bit exciting, and this week's special edition Dividend Cafe podcast explo...
The Volatility Virus and Cure - Jan. 31, 2020
January 31, 2020
The market hit an expected roller-coaster this week as all the buzz is around the coronavirus in China. 
TBG Investment Committee Outlook -Week of January 27, 2020
January 27, 2020
Dear Valued Clients and Friends, The market dropped 450 points today as fears and uncertainties ...
Unimpeachable Evidence about the Market - Jan. 24, 2020
January 24, 2020
Dear Valued Clients and Friends, Markets re-opened Tuesday this week after the MLK holiday on...
TBG Investment Committee Outlook -Week of January 20-24, 2020
January 22, 2020
Dear Valued Clients and Friends, We are too early into earnings season to have much to say and t...
Phase One, An Election Battle, and Earnings Galore – Jan. 17, 2020
January 17, 2020
Dear Valued Clients and Friends, As of press time Thursday it has been another strong week in ma...
A Resilient Country and a Resilient Market - Jan. 10, 2020
January 10, 2020
Dear Valued Clients and Friends, And just like that, it is 2020 ...  I do trust you and yours had...

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About the Author


Founder, Managing Partner,
and Chief Investment Officer

David is a frequent guest on CNBC, Bloomberg, and Fox Business and is a regular contributor to National Review and Forbes. David serves on the Board of Directors for the National Review Institute and is a founding Trustee for Pacifica Christian High School of Orange County.

He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press) and his latest, Elizabeth Warren: How Her Presidency Would Destroy the Middle Class and the American Dream (2020).