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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.
Thursday’s market drop did not stress me out. 1,800 points came off the Dow in one day, and I did not spend any time “sweating” it
Our investment committee is back together, sheltering in place at our own studio, bringing you our perspective on all these subjects and more.
Our earnest hope is for more steadfast respect for human life and equality. We do have to ask how markets can go up so much with such disarray around us?
This week focuses on many first principles in investing, beliefs about our principles and hopefully reflects the humility needed in risk management.
In this week’s Dividend Cafe, we are going to dive into a bunch of subjects – not because they are abnormal or extraordinary, but because they are normal.
I thought I would spend our efforts this week looking at catalysts that may not be so obvious. I want to begin discussions of long-term ramifications now.
This week’s Dividend Cafe looks at the overall economy, and I close with something I don’t often do: A summary of our short, medium, and long term outlooks.
I learned a lot in April that I want to share it with you. This week’s Dividend Cafe is the longest and also the most important one I have ever written.
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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