DividendCafe Archives

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.

Long Term Capital Memories

This week’s Dividend Cafe commemorates a 25th anniversary with some modern history that you will benefit from understanding.

The Fed’s Pickle

A mere “down week” in markets is no reason to make this a “latest in the markets” site. This week’s edition is something more substantial.

What to Look for in an Advisor

How is one supposed to go about selecting a financial advisor? - You may be shocked to hear I have many opinions on this topic.

If Only One Could Predict the Future, It Still Wouldn’t Matter

Time and time again, history teaches that markets confound the wise. We look at the last five years and extract some big-picture lessons.

A Buffet of Answers

There may be a hurricane in Bermuda, but there is clarity, perspective and answers, in this place where we belong.

Looming Problems

Here we are a year later, and not only is the economy not broken, but markets are not all that distraught, either. They aren't great.

Chinafication: It’s a Global Phenomena

We take a look at the state of affairs in China and offer a little forecast as to where they may be headed.

What is it All About Anyways?

This week we seek to unpack this whole subject of companies paying dividends - why they do it, should they do it, and what does

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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.