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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.
To explain why the market has been behaving as it has been, not just in the context of the four or five things uttered a couple of paragraphs ago, but in light of a huge lesson for all. And to do this, I will share a story with you that I hope somehow, someway, delivers the message with clarity.
This week will jump around but offers a bit of history, a bit of market tension, and a bit of future-gazing with some surprising takeaways.
Forgive the break from market commentary. I will fill this week’s Dividend Cafe with Thanksgiving sentiments near and dear to my heart.
We look at optimism vs. pessimism and why it is at the very heart of what it will mean to be a successful investor.
For virtually all of 2020, there was a huge focus on making the distributed commentary as “current” as possible before submitting it.
November 3 has come and gone, and while the results aren’t certain, we have a pretty good feel for where things are headed.
I thought it appropriate to devote this weekend’s Dividend Cafe to the election, now that this long-awaited event is almost here.
Today’s topics are leaps and bounds more relevant to investors, long-term, than whatever uncertainty volatility the election results create.
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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