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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.
The subject of this week’s Dividend Cafe is the great macroeconomic subject of our time. It did not begin with COVID.
Where to begin, indeed. It may have been the kind of week investors wanted to start off 2021, but not the week anyone wanted for our country.
Our very special annual white paper is here, wherein we exhaustively recap 2020 and provide our key themes and perspectives for 2021.
Over the past 25 years, certain things reflect a paradigmatic change. This week we delve into the biggest of those changes.
To explain why the market has been behaving as it has been, not just in the context of the four or five things uttered a couple of paragraphs ago, but in light of a huge lesson for all. And to do this, I will share a story with you that I hope somehow, someway, delivers the message with clarity.
This week will jump around but offers a bit of history, a bit of market tension, and a bit of future-gazing with some surprising takeaways.
Forgive the break from market commentary. I will fill this week’s Dividend Cafe with Thanksgiving sentiments near and dear to my heart.
We look at optimism vs. pessimism and why it is at the very heart of what it will mean to be a successful investor.
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).
Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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