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 Dividend Cafe offers our latest perspective with as much guidance and reality as we can muster during this highly volatile time in the markets.
Our Investment Committee delves into all things market correction, market snap-back rally, coronavirus, and the political landscape shift of the weekend.
As of press time Friday morning, we have experienced the worst week for markets since the financial crisis. I write from the heart on all that is going on.
Monday and Tuesday produced the largest two-day point drop in market history. We seek to provide a very sober and substantive view of the whole picture.
The ongoing spread of coronavirus and uncertainty surrounding such pushed markets down. Today’s podcast unpacks what is happening, why, and what it means.
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).