Tag: Trevor Cummings

Dividend Cafe

Housing: Culture and Economics Together

We have had a lot to say about housing here in the Dividend Cafe over the years, and here is the updated take for your ...
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Letter to a High School Graduate

This week's edition is devoted to young men and women leaving high school or college, but there are takeaways relevant to all readers.
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Japan and Us

Dear Valued Clients and Friends, For a long time, there was only one country on earth dealing with a bubble that had burst, spending way ...
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Dividend Cafe

To Engage or not Engage

Today, we explore whether corporations owe a duty of care to the activist investor or the engaged shareholder.
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Dividend Cafe

The Banking Solution in Front of Us

Dear Valued Clients and Friends, Everybody is aware of the challenges that have surfaced in regional banks this year and the fears that such problems ...
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The Lay of the Land

While "current conditions" are less interesting to me in the Dividend Cafe, various macro themes and long-term trends represent the focus of this weekly missive.
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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.
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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.
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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 ...
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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.
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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 ...
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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 ...
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