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 first week of August started surprisingly strong, with much “less bad” economic data than expected, but with many living under sub-optimal conditions.
People want me to opine on what I think about the market in light of COVID and what I think about big tech. We feature both in this week’s Dividend Cafe.
Given the world’s uncertainty, now and through history, this week’s Dividend Cafe provides a refresher of some of our deeply held investment principles.
At the heart of what I think we are dealing with as a society with COVID is the inability or unwillingness to accept trade-offs between risk and reward.
This week we look at the first half of 2020, and plan and project for the second half of 2020, and beyond. It will be complicated, and it will be tough.
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).