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.

Letter to a High School Graduate

This week's edition is devoted to young men and women leaving high school or college, but there are takeaways relevant to all readers.

Japan and Us

Dear Valued Clients and Friends, For a long time, there was only one country on earth dealing with a bubble that had burst, spending way

To Engage or not Engage

Today, we explore whether corporations owe a duty of care to the activist investor or the engaged shareholder.

The Banking Solution in Front of Us

Dear Valued Clients and Friends, Everybody is aware of the challenges that have surfaced in regional banks this year and the fears that such problems

The Lay of the Land

While "current conditions" are less interesting to me in the Dividend Cafe, various macro themes and long-term trends represent the focus of this weekly missive.

The American Economy in Real Life

Let's look at the shockingly unexpected news that the American economy has not been the dystopian nightmare many have assumed it to be.

No Free Lunch with Interest Rates – Dividend Cafe – April 28

We navigate through a change in the present financial cycle, and a little perspective is warranted on what has been driving financial cycles.

Inflation Then and Now, or: The ‘Where Were You’ Accusation – Dividend Cafe – April 21

You will not be surprised to hear what this week's Dividend Cafe is going to involve. It has the usual suspects of the Fed, and

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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 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.