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Tag: dividend growth investing
Dividend Cafe
The Fed and the Punch Bowl – September 19, 2025
We are delivering our view of what the Fed is doing and why, and the far more important takeaway of what investors should be doing, ...
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Dividend Cafe
The Economic Heart of the Matter in the 9/11 Attacks – September 12, 2025
Today, we discuss why those who wished harm on America in the 9/11 attacks were specifically focused on our financial system
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Dividend Cafe
Exceptional Markets Require an Exceptional Economic Framework – September 5, 2025
A little economics. A little history. A little national pride. And some warnings to take seriously about the future.
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Dividend Cafe
Separation of Business and State – August 29, 2025
This week, we examine the market ramifications of recent announcements made by the Trump administration that are relevant to all investors.
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Dividend Cafe
The Fed Part No One is Talking About – August 22, 2025
A crucial part of monetary policy remains very lightly covered - the use of the Fed's balance sheet as a tool of monetary policy.
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Dividend Cafe
Finally, Some Perfect Clarity about Inflation – August 15, 2025
I want to do a refreshed assessment of the state of inflation. It was quite a week, and the conversation is highly politicized.
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Dividend Cafe
Economic Forecasting for Non-Astrologers – August 8, 2025
What we are going to do in the Dividend Cafe today is not focus on where the economy is going, but actually re-ask the question, ...
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Dividend Cafe
How Should the Trump Tariffs Be Assessed? – August 1, 2025
Today, we will look at what will matter, so that at least when it is time to issue a real report card, we know how ...
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Dividend Cafe
The Reality of American Manufacturing – July 25, 2025
Today, the Dividend Cafe seeks to unpack deeper truths about the state of U.S. manufacturing, with an eye towards what it means for the American ...
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Dividend Cafe
What to Learn from the Worst Business Deal in History – July 18, 2025
Today, we have a history lesson in the largest wealth-destructive event in history, and lessons for investors seeking to do the right thing.
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Dividend Cafe
A Referee’s Take on the Big, Beautiful Bill – July 11, 2025
The One Big Beautiful Bill Act requires commentary and analysis rooted in truth. The bill has some big problems and does some good things.
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Dividend Cafe
Bubble Watching and the Art of Investing – July 3, 2025
What do bubbles, AI, and Beanie Babies have in common? A timeless investing lesson every prudent investor needs to understand.
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