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.
Today, we explore whether corporations owe a duty of care to the activist investor or the engaged shareholder.
Dear Valued Clients and Friends, Everybody is aware of the challenges that have surfaced in regional banks this year and the fears that such problems …
While “current conditions” are less interesting to me in the Dividend Cafe, various macro themes and long-term trends represent the focus of this weekly missive.
Let’s look at the shockingly unexpected news that the American economy has not been the dystopian nightmare many have assumed it to be.
We navigate through a change in the present financial cycle, and a little perspective is warranted on what has been driving financial cycles.
You will not be surprised to hear what this week’s Dividend Cafe is going to involve. It has the usual suspects of the Fed, and inflation.
This special Dividend Cafe speaks to a mentality and framework that has something for everyone and extends beyond just economic implications.
I would never dare spend a Dividend Cafe pontificating on where the price of oil is going. I do not know, and neither does anyone who trades or tracks oil for a living.
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.
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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