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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’s edition seeks a better understanding of what really drives asset prices over time. There is a need for improved knowledge here.
I can think I am talking about government spending one paragraph and economic growth another, and voila, the third paragraph is talking about how government spending impacts economic growth.
There are fun things today in the Dividend Cafe. We dive deep into the dilemma facing investors who want and need cash flow from their portfolio.
This week’s Dividend Cafe wants to analyze a handful of present investing landscape realities, and apply what it should mean for investors.
Professional investors are shaped by events early in their careers. The events that damage us in our formative years teach lessons that last.
That there are more significant things facing investors than the moving and shaking of the beltway is anathema to many in this politicized culture.
The subject of this week’s Dividend Cafe is the great macroeconomic subject of our time. It did not begin with COVID.
Where to begin, indeed. It may have been the kind of week investors wanted to start off 2021, but not the week anyone wanted for our country.
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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