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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.
The market is experiencing a big tech-led sell-off. But no matter where this goes, it is not the biggest story in capital markets right now.
This week we look at portfolio implications of Fed policy, the Republican convention, a brief history of the Euro, and more.
But there is one camp above all else I would avoid – and that is the camp that claims to form their forecast and perspective devoid of any ideology – of any governing ideas, beliefs, and values.
This week we look at Kamala Harris as the VP pick and what it means to markets, plus; interest rates, China, the economic recovery, and more.
The first week of August started surprisingly strong, with much “less bad” economic data than expected, but with many living under sub-optimal conditions.
People want me to opine on what I think about the market in light of COVID and what I think about big tech. We feature both in this week’s Dividend Cafe.
Given the world’s uncertainty, now and through history, this week’s Dividend Cafe provides a refresher of some of our deeply held investment principles.
In this week’s Dividend Cafe we look at the trade-off of volatility and expected returns, the state of the economy, the next stimulus, QE, and much more.
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).
Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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