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.
Our business is better off because of the meetings we had this week, and our clients will experience better results because of it.
Investors are dealing with a world of intervention, not laissez-faire. I hope this week’s Dividend Cafe will inform, guide, and challenge you.
This week we explore lessons from the COVID era. They were not new lessons – they were reminders of timeless lessons and principles.
That politics is not the main issue driving markets may be incomprehensible. This Dividend Cafe my surprise you, uplift you, but will not bore you.
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).