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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.

Phase One, An Election Battle, and Earnings Galore – Jan. 17, 2020
January 17, 2020
Dear Valued Clients and Friends, As of press time Thursday it has been another strong week in ma...
A Resilient Country and a Resilient Market - Jan. 10, 2020
January 10, 2020
Dear Valued Clients and Friends, And just like that, it is 2020 ...  I do trust you and yours ha...
The Year Behind and the Year Ahead - TBG Investment Committee Jan. 9, 2020
January 09, 2020
Dear Valued Clients and Friends, Join our Investment Committee as we walk through a full recap o...
A Present Under Every Investor's Tree - Dec. 20, 2019
December 20, 2019
Dear Valued Clients and Friends, Consider this week's Dividend Cafe an early Christmas present, n...
SPECIAL EDITION Dividend Cafe: A Weekend to Remember
December 16, 2019
On Friday the regular Dividend Café for the week went out, and it included as much of an update a...
Jobs Up, Rates Down, Trade About to Dance??? - Dec. 13, 2019
December 13, 2019
Dear Valued Clients and Friends, Volatility in the markets this week had been virtually non-exis...
Permabears are Parasites and So Much More - Dec. 6, 2019
December 06, 2019
Dear Valued Clients and Friends, Welcome to the final month of 2019!  I. Love. December.  I love...
Happy Thanksgiving Edition - Nov. 27, 2019
November 27, 2019
Dear Valued Clients and Friends, This is the one week of the year where I bypass market commenta...
Mayor Pete and Your Portfolio - TBG Investment Committee Nov. 25, 2019
November 25, 2019
Dear Valued Clients and Friends, In this week’s special Dividend Cafe podcast and video, The Bahn...
Not So Fast, Phase One! - Nov. 22, 2019
November 22, 2019
Dear Valued Clients and Friends, As of press time mid-day on Thursday, the market was down about ...

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About the Author


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 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).