Tag: fiduciary

A very traditional "around the horn" day in the Monday Dividend Cafe, talking about Trump, my favorite economists, housing, and much more.

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, ...

If the stock markets being down on bad news Friday and then up on the same bad news Monday has you confused, you aren't totally ...

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 ...

A classic "around the horn" Monday Dividend Cafe today as markets zigged and zagged throughout the day.

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 ...

Valuations are back at cycle highs, basically 23x best-case full-year expectations – and on this, the current hopes for index investors turn.

Today, we have a history lesson in the largest wealth-destructive event in history, and lessons for investors seeking to do the right thing.

A trip around the horn today, with a bigger focus on Policy than our other normal categories.

The One Big Beautiful Bill Act requires commentary and analysis rooted in truth. The bill has some big problems and does some good things.

Another Monday, another threat of tariffs, but a lot less market care. All this and more in today’s Dividend Cafe!

What do bubbles, AI, and Beanie Babies have in common? A timeless investing lesson every prudent investor needs to understand.