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.
Fed decisions impact all aspects of the economy. No person lives a life free of impact from the decisions of the Federal Reserve.
Those looking for an intense apologetic for Dividend Growth investing this week, please recalibrate your expectations.
James Carville created a new adage for how we say that a particular thing is really the thing. The thing this week is the growth of income.
I want to talk today through a few charts that cover the subject of energy & technology investing. The angle is a bit different than normal.
If there is one thing I am obsessed with more than monetary economics, it is dividend-growth investing.
I believe a lot of perspective was gained on this year’s trip that needs to be applied to a decade of thoughtful guidance, not merely covering a month or a quarter.
The key dynamic is uncertainty – that is, uncertainty about the impact of Fed policy on economic conditions, uncertainty about economic conditions themselves, and uncertainty about the impact on the earnings environment.
Today’s message is about economic growth, stock market pricing, interest rates, and the decisions we face as investors.
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.