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.
Today we look at addressing portfolio distress through asset allocation – what it currently means, what has changed, and why it matters.
We devote this week to Russia/Ukraine. May your investor knowledge and appreciation of global affairs grow as a result. To that end we work.
Today, I try to point us towards an understanding that will prove helpful in future discussions about inflation, the Fed, and interest rates.
This week, we will see if we can’t make more sense of what the risks are and are not around current Fed actions.
A little more understanding of what one is paying for when buying stocks may help us understand how to navigate the next phase of markets.
The energy sector is up +18% this month, and as of press time, the Nasdaq is down -15% YTD. Is Energy becoming a new “shiny object”?
The market events of the week (and 2022 so far) provide a golden opportunity to reinforce some more practical investment lessons right now.
I think we are due for a little update on a few big macro issues, so update you we will. Today’s Dividend Cafe covers a lot of bases.
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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