DividendCafe Archives

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.

Bringing the Fed to the Beach – Dividend Cafe – June 4

The Fed has taken on a far greater role in the administration of our economy and capital markets in the last twenty years.

Three Problems in Search of a Solution – Dividend Cafe – May 28

This week covers the three most important things in global economics right now, one short-term, one intermediate, and one longer-term.

Inflating our Thoughts on Inflation – Dividend Cafe – May 21

I do a deeper dive into inflation this week. I think the discussion is too simplistic when it plays out in short sound bites on TV.

A Very Significant Week – Dividend Cafe – May 14

This week saw the highest levels of market volatility all year. I just don’t think this week had anything to do with market volatility.

Fear is a Four Letter Word – Dividend Cafe – May 7

This week’s edition seeks to provide a really thorough answer to that ever-so-compelling question, “what keeps you up at night?”

Nothing New Under the Sun – Dividend Cafe – April 30

We live in unpredictable times. The “new” must be informed by the “old.” And that is what we are going to discuss today.

What, Me Worry? – Dividend Cafe – April 23

The cap gain tax issue matters, so I wanted to address it and other things that seem to be a source of worry for many investors.

The Two Sides of the Coin in Normalization – Dividend Cafe – April 16

This week, we explore the “abnormalcy” of the economic contraction during COVID and the abnormalcy of the current economic recovery.

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About the Author

DAVID L. BAHNSEN

Founder, Managing Partner,
and Chief Investment Officer

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).