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.
The last couple of Sundays have been a little adventurous, but for different reasons and with different catalysts.
In this week’s Dividend Cafe, I again decided not to limit myself to one topic but to take on questions we have received .
Some important and timely comments and updates about the last 96 hours of insanity around the fall of Silicon Valley Bank!!
Let’s discuss something rarely mentioned in financial circles, but is extremely detrimental to financial media ratings.
This is a seriously action-packed Dividend Cafe, and if you do not agree after reading it, you are entitled to a full refund of your subscription price.
I love the “single topic” Dividend Cafe writings each week, but every now and then, it is fun to mix it up a little.
It is time to update our macro perspective on the energy sector and offer some correct practical suggestions around investing in it.
There are plenty of forms of risk investing, and I want to explain why I believe dividend growth is uniquely suited for these moments.
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.