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David_20200104

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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The Lessons of a Japanese Milestone – Feb. 23, 2024

History was made this week, the Japanese Nikkei closing at 39,098 on Wednesday night, its highest close in history since...wait for it
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DC Friday

A Weekend Mailbag Edition – Feb. 16, 2024

This week we cover some inflation/deflation vocabulary, even bringing back vital words like velocity and Japanification. 
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To Care about Investors is to Care about Work – Feb. 9, 2024

It's been a whirlwind of a week, and today is going to be a whirlwind of a Dividend Cafe.
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Should we care what the Fed does with interest rates? – Feb. 2, 2024

Why is market volatility so high and press attention so high about when the Fed will begin cutting rates?
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Bite-sized Nuggets – Jan. 26, 2024

I did something fun today … I just picked random topics from various things on my mind, across my research feed, and wrote about them.
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Now that is a really good question! – Jan. 19, 2024

Today's edition features questions that actual readers have sent in, ranging from markets, government debt, dividend growth, and much more.
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Cutting through the Noise to the Sobering Truth – Jan. 12, 2024

This week's edition is a very cheery one if you are cheered up by massive government spending and debt ("we're all Keynesians now," right?)
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Year Ahead, Year Behind – Special 2024 White Paper – Jan. 8, 2024

I sincerely hope you find value in this year’s retrospective and prospective white paper. Brace yourself for an exciting year ahead!
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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.