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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.

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Recession Watch: The Perfect Call – Dividend Cafe – Jan. 27

Today I want to make the case for and against a 2023 recession. I hope that after reading, you will decide I have made the perfect call.

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An Updated State of Housing – Dividend Cafe – Jan. 20

Almost every person I know lives somewhere.  This topic is perhaps more relevant in a practical sense than many others.

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There’s a Different Kind of Bernie on Every Corner – Dividend Cafe – Jan. 13

The entire Bernie Madoff saga also reinforces one of the most important and actionable realities of investing, universally applicable and relevant to all.

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Year Behind, Year Ahead – Special 2023 White Paper

I hope you find this year’s Year Behind, Year Ahead white paper profitable.  It’s going to be a wild year.

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The Beautiful Future of Work – Special Dividend Cafe – December 23

Today’s Dividend Cafe has a message you need about the future of work, even if it is the first one I did not write in fourteen years.

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Inflation Station – Dividend Cafe – Dec. 16

Virtually everything going on in markets right now has to do with what central banks are doing (or are projected to do). 

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Mark to Market vs. Mark to Fantasy – Dividend Cafe – December 9

Today’s Dividend Cafe is not about Blackstone or FTX or CNBC, but rather it is about a broad issue in financial markets that is not understood.

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Our Fed Conceit – Dividend Cafe – December 2

Fed decisions impact all aspects of the economy.  No person lives a life free of impact from the decisions of the Federal Reserve.

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About the Author

DAVID L. BAHNSEN
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 several best-selling books including Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (2018), and The Case for Dividend Growth: Investing in a Post-Crisis World (2019). His newest book, There’s No Free Lunch: 250 Economic Truths, was released in November 2021.