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Tag: Alternative Investments
Dividend Cafe
Year Behind, Year Ahead – Special 2026 White Paper – January 9, 2026
There is a lot to say about the year that just was, but some truly important observations about the year ahead.
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Dividend Cafe
25 Years of a Lesson Some Will Never Learn – December 19, 2025
We are going to look back at the first 25 years of this century and learn the one investment lesson required to be successful investors.
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Dividend Cafe
The Moment My Life Changed Forever – December 12, 2025
How events from 30 years ago influenced The Bahnsen Group and, more importantly, how my father’s legacy shaped my investment philosophy
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Dividend Cafe
Why We Do Not Own Bitcoin (and never will) – December 5, 2025
Today, we will reiterate our investment philosophy and analyze Bitcoin in light of that philosophy
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Dividend Cafe
Thanksgiving Edition – November 26, 2025
We made it a tradition to use this week to do something in Dividend Cafe, and something different is in store for you today.
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Dividend Cafe
A Check-In on the Economy – November 21, 2025
The macroeconomic state of affairs has not gotten a lot of attention lately, so we are ready to "check in" on the economy.
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Dividend Cafe
Keeping an AI Bubble from Hurting You – November 14, 2025
The current AI story lends itself to one of the classic investor mistakes repeated many times throughout history.
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Dividend Cafe
Where do things stand with China? – November 7, 2025
Today, we are going to look at the new China trade deal, what it says about the US/China relationship, and what it may mean for ...
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Dividend Cafe
Private Markets Trick or Treat? – October 31, 2025
There are trillions of dollars in "private markets." You will be shocked to hear that I think I can add nuance to the subject.
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Dividend Cafe
These Are Not Your Parents’ Index Funds! – October 24, 2025
Index funds aren’t what they used to be—explore their evolution, risks, and impact on markets and investor behavior.
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Dividend Cafe
AI and the Future of Jobs – October 17, 2025
This week's edition is meant to remind all of us about some very important first principles. If that kind of thing cheers you up, so ...
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Dividend Cafe
Investment Conviction in a Time of “Revolution”? – October 10, 2025
It just so happens that where we are going today has some ancient grounding. And I didn't need AI to teach me these lessons.
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