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.
This week has to do with discussions around a potential deeper level of concern in financial markets, and what they may look like.
Today’s edition looks at what could make this market get worse, in a real systemic, significant, macro kind of way.
This week, I talk about a very personal and biographical aspect of my life and apply it to a really specific investment lesson and principle.
Housing is back front and center in financial discussions, and all I want to do today is make sense of it.
Today we address the most common questions received from clients and compiled a set of answers that walk through the big issues of today.
There are a multitude of timely messages this week that are vital for investors in this current era and the one that is to come.
Market volatility is on a roll. Today’s takeaway will be what to do about it (or not do about it). Knowledge followed by action.
Today we will look at recession reality in current times, when, what, and why, and unpack the investment implications of all of it.
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).
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