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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.
I am quite convinced that far more damage is done by what people believe to be true than what they don’t know.
The financial news of the week begs for us to address the subject of “contagion risk” – one person’s risk spreading to others
Today’s edition looks into bubbles and attempts to offer a little clarity into a subject that gets quite polluted by poor punditry.
Dear Valued Clients and Friends, I had fun writing this week’s Dividend Cafe because I got to jump all over the place, just covering so …
There are two anniversaries being commemorated this week – two! Both are vitally important and warrant special Dividend Cafe attention.
We currently have the weirdest of circumstances where “everyone” is talking about the right thing but doing so in the wrong way.
Today’s edition seeks a better understanding of what really drives asset prices over time. There is a need for improved knowledge here.
I can think I am talking about government spending one paragraph and economic growth another, and voila, the third paragraph is talking about how government spending impacts economic growth.
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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