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 we revisit the greater macroeconomic view that frames The Bahnsen Group’s perspective and offer insights into this Japanification.
Today I want to make the case for and against a 2023 recession. I hope that after reading, you will decide I have made the perfect call.
Almost every person I know lives somewhere. This topic is perhaps more relevant in a practical sense than many others.
The entire Bernie Madoff saga also reinforces one of the most important and actionable realities of investing, universally applicable and relevant to all.
I hope you find this year’s Year Behind, Year Ahead white paper profitable. It’s going to be a wild year.
Today’s Dividend Cafe has a message you need about the future of work, even if it is the first one I did not write in fourteen years.
Virtually everything going on in markets right now has to do with what central banks are doing (or are projected to do).
Today’s Dividend Cafe is not about Blackstone or FTX or CNBC, but rather it is about a broad issue in financial markets that is not understood.
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.