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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.

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Markets Look Forward – April 3, 2020

The key, my friends, is where we go from here, and that itself is riddled with uncertainty. So let’s unpack as much uncertainty as we can.


Marching Into April, Thank God – March 31, 2020

We offer a lot of perspective on where things stand in the markets right now, some very serious opportunities, and some real and lasting risks.


A Lot of Work to Do Still – March 27, 2020

This week attempts to combine a lot of investment application, macroeconomic commentary, and essential financial wisdom into one trip to the Dividend Cafe.

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QE Infinity – Early Week Dividend Cafe – March 23, 2020

We unwrap today’s Fed announcement, the pending fiscal stimulus bill, and practical guidance on surviving the bear market we are presently enduring


The Grind Continues – March 20, 2020

This week’s Dividend Cafe does as much to make sense of everything going on and where we are headed than anything we have written so far.


National Conference Call – March 17, 2020

A recap of our national conference call, offering our best perspective on this coronavirus/market distress. We took questions from all over the country.

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Black Monday Deja Vu – March 16, 2020

Today we offer a podcast from our Investment Committee and address a lot of what is going on in the world that may help explain this crazy mess.

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Not Time to Call a Bottom! – March 13, 2020

This week’s Dividend Cafe focuses on what happened this week, what has to happen from here for markets to normalize, begin recovery, and finish recovery.


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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).


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