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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.
We are going to do a very quick look into how the Fed fuels Japanification, but more specifically, how low-interest rates hurt growth.
If I do my job right, everyone will be mad at me when all is said and done. Such is the plight of an economic truth-teller in 2022.
I will give you a recap today of last week’s takeaways but then make sure this week’s wraps a bow around our updated point of view on inflation.
I do hope some clarification comes out of this, but truth be told, I am more passionate about just reiterating the great economic message of our time.
We are living in a time where there have been more bad ideas than money to invest in (or at least bad prices at which to buy those ideas).
What do we know about current economic conditions, potential economic developments, and eventual economic results?
Today’s Dividend Cafe explores how the exceptional idea of America ties into markets, economics, and investing.
There are a few “big” issues that people are bringing up daily, and we want to do a little multi-question fireside chat with you.
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).