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David_20200104

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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Our Fed Conceit – Dividend Cafe – December 2

Fed decisions impact all aspects of the economy.  No person lives a life free of impact from the decisions of the Federal Reserve.

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Thanksgiving Edition – Dividend Cafe – Nov. 23

Those looking for an intense apologetic for Dividend Growth investing this week, please recalibrate your expectations. 

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It’s the Income, Stupid! – Dividend Cafe – Nov. 18

James Carville created a new adage for how we say that a particular thing is really the thing. The thing this week is the growth of income.

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The State of Big Tech – Dividend Cafe – Nov. 11

I want to talk today through a few charts that cover the subject of energy & technology investing. The angle is a bit different than normal.

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One of These Things is not like the Other – Dividend Cafe – Nov. 4

If there is one thing I am obsessed with more than monetary economics, it is dividend-growth investing.

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Climate and Weather in Markets – Dividend Cafe – Oct. 28

I believe a lot of perspective was gained on this year’s trip that needs to be applied to a decade of thoughtful guidance, not merely covering a month or a quarter.

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The Indexing Nightmare – Dividend Cafe – Oct. 21

The key dynamic is uncertainty – that is, uncertainty about the impact of Fed policy on economic conditions, uncertainty about economic conditions themselves, and uncertainty about the impact on the earnings environment.

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The Bond Market Cares About You Even if You Don’t Care About It – Dividend Cafe – Oct. 14

Today’s message is about economic growth, stock market pricing, interest rates, and the decisions we face as investors.

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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 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).