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.

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 ...

That Last Dollar on the Table – Dividend Cafe – April 14

This special Dividend Cafe speaks to a mentality and framework that has something for everyone and extends beyond just economic implications.

Back in Charge: OPEC’s Return to Economic Dominance – Dividend Cafe – April 6

I would never dare spend a Dividend Cafe pontificating on where the price of oil is going. I do not know, and neither does anyone ...

March Madness Brackets and the Market – Dividend Cafe – March 31

One does not need to have the March Madness bracket experience to know what it is like to get so much right, only to get ...

A Different Kind of Sunday – Dividend Cafe – March 24

The last couple of Sundays have been a little adventurous, but for different reasons and with different catalysts.

All That is On Your Mind – Dividend Cafe – March 17

In this week's Dividend Cafe, I again decided not to limit myself to one topic but to take on questions we have received .

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About the Author

DAVID L. BAHNSEN

Founder, Managing Partner,
and Chief Investment Officer

He is a frequent guest on CNBC, Bloomberg, Fox News, and Fox Business, and is a regular contributor to National Review. David is a founding Trustee for Pacifica Christian High School of Orange County and serves on the Board of Directors for the Acton Institute.

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), The Case for Dividend Growth: Investing in a Post-Crisis World (2019), and There’s No Free Lunch: 250 Economic Truths (2021). His newest book, Full-Time: Work and the Meaning of Life, was released in February 2024.