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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.
Today we want to look at what does and does not play into our thinking and why many have their fears and non-fears exactly backward.
Today’s Dividend Cafe captures some Thanksgiving reflections from yours truly, the author of each week’s Dividend Cafe but also the Founder and Managing Partner of this firm.
People who are confident in the future save because it is the predecessor to what they really want to do – invest.
Today I want to explain why some focus on the right thing (price inflation), but for the wrong reason and with the wrong solution.
Today, we will look at the state of monetary policy, the fiscal policy that has necessitated it, and what investment lessons we can extract.
Last week’s edition addressed some mostly forgotten economic principles. This week we focus on the application of these principles.
We dive into some of the great economic principles one has to learn if they are to ever learn anything about economics.
There are a number of things we look at today, from the Value/Growth discussion to the impact of debt on the economy to so much more.
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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