This week we look at portfolio implications of Fed policy, the Republican convention, a brief history of the Euro, and more.

But there is one camp above all else I would avoid – and that is the camp that claims to form their forecast and perspective devoid of any ideology – of any governing ideas, beliefs, and values. 

This week we look at Kamala Harris as the VP pick and what it means to markets, plus; interest rates, China, the economic recovery, and more.

The first week of August started surprisingly strong, with much “less bad” economic data than expected, but with many living under sub-optimal conditions.

People want me to opine on what I think about the market in light of COVID and what I think about big tech. We feature both in this week’s Dividend Cafe.

Given the world’s uncertainty, now and through history, this week’s Dividend Cafe provides a refresher of some of our deeply held investment principles.

In this week’s Dividend Cafe we look at the trade-off of volatility and expected returns, the state of the economy, the next stimulus, QE, and much more.

At the heart of what I think we are dealing with as a society with COVID is the inability or unwillingness to accept trade-offs between risk and reward.