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.

Economic Truth-Telling in an Age of Narratives – Dividend Cafe – Aug. 5

If I do my job right, everyone will be mad at me when all is said and done. Such is the plight of an economic truth-teller in 2022.

Inflating Clarification on Inflation Part 2 – Dividend Cafe – July 29

I will give you a recap today of last week’s takeaways but then make sure this week’s wraps a bow around our updated point of view on inflation.

Inflating Clarification on Inflation Part 1 – Dividend Cafe – July 22

I do hope some clarification comes out of this, but truth be told, I am more passionate about just reiterating the great economic message of our time.

A Fool’s Game – Dividend Cafe – July 15

We are living in a time where there have been more bad ideas than money to invest in (or at least bad prices at which to buy those ideas).

Inflation vs. Recession vs. Investing Common Sense – Dividend Cafe – July 8

What do we know about current economic conditions, potential economic developments, and eventual economic results?

Independence, Economics, and Markets – Dividend Cafe – July 1

Today’s Dividend Cafe explores how the exceptional idea of America ties into markets, economics, and investing.

Chewing on the Four E’s – Dividend Cafe – June 24

There are a few “big” issues that people are bringing up daily, and we want to do a little multi-question fireside chat with you.

Is the Fed about to Break This? – Dividend Cafe – June 17

This week has to do with discussions around a potential deeper level of concern in financial markets, and what they may look like.

Looking for something specific?

TBG Teampage

TBG Homepage

Get Smart

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.