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Tag: Alternative Investments
Dividend Cafe
The Week AI Became Questioned – January 31, 2025
Amid Nasdaq turmoil, Nvidia/AI struggles, and a major Fed meeting, let's focus investors and readers on the stuff that actually matters.
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Dividend Cafe
A Week to Remember – January 24, 2025
Let's see what happened the first couple of days of Trump 2.0 (a lot happened in the first two hours), and get ready for what ...
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Dividend Cafe
Bessent in Treasury and Rally in Markets – January 17, 2025
Someone could have had a bad cold for a few days and thought they woke up in a different year, with the market up almost ...
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Dividend Cafe
Year Behind, Year Ahead – Special 2025 White Paper – January 10, 2025
Everyone knows markets never sleep, but truth be told, they really shouldn’t ever “surprise” either.
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Dividend Cafe
DC Foibles and Difficult Market Calls – January 3, 2025
This week's edition goes through a few market-sensitive nuggets that are not covered in the Year Behind, Year Ahead paper.
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Dividend Cafe
Trump 2.0, the Fed, and this Market Selloff – December 20, 2024
A market sell-off that began two weeks ago accelerated this week, and today's Dividend Cafe is going to be almost entirely devoted to it.
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Dividend Cafe
Feeling Good about Feeling Good – December 13, 2024
This week talks a lot about "business optimism". There are plenty of things to unpack. It is a deep and wide Dividend Cafe.
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Dividend Cafe
Tariffs, the Dollar, Pete Navarro, and You – December 6, 2024
Another big week of economic appointment announcements. A lot of material is front and center regarding tax, trade, tariffs, and energy.
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Dividend Cafe
Thanksgiving Edition – November 27, 2024
My contentment is overflowing because God is good. These annual reflections are a heartfelt summary of how I feel about so many things.
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Dividend Cafe
Market Momentum as a Reason for Thanks, or Fear – November 22, 2024
A little passive index talk, market momentum, bond spreads, Gen Z, and yes, post-election chatter await you in the Dividend Cafe.
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Dividend Cafe
A Comprehensive Post-Election Commentary – November 15, 2024
This Dividend Cafe is useful for investors interested in objective but still opinionated analysis preparing for a 2nd Trump administration.
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Dividend Cafe
The Election Results and what to Expect, Part I – November 8, 2024
I only have a few comments about the election as a matter of politics, because I have many other comments about the market reaction.
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