Tag: Trevor Cummings

Dividend Cafe

Year Behind, Year Ahead – Special 2023 White Paper

I hope you find this year’s Year Behind, Year Ahead white paper profitable.  It’s going to be a wild year.
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Dividend Cafe

The Beautiful Future of Work – Special Dividend Cafe – December 23

Today's Dividend Cafe has a message you need about the future of work, even if it is the first one I did not write in ...
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Dividend Cafe

Inflation Station – Dividend Cafe – Dec. 16

Virtually everything going on in markets right now has to do with what central banks are doing (or are projected to do). 
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Dividend Cafe

Mark to Market vs. Mark to Fantasy – Dividend Cafe – December 9

Today's Dividend Cafe is not about Blackstone or FTX or CNBC, but rather it is about a broad issue in financial markets that is not ...
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Dividend Cafe

Our Fed Conceit – Dividend Cafe – December 2

Fed decisions impact all aspects of the economy.  No person lives a life free of impact from the decisions of the Federal Reserve.
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Dividend Cafe

Thanksgiving Edition – Dividend Cafe – Nov. 23

Those looking for an intense apologetic for Dividend Growth investing this week, please recalibrate your expectations. 
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Dividend Cafe

It’s the Income, Stupid! – Dividend Cafe – Nov. 18

James Carville created a new adage for how we say that a particular thing is really the thing. The thing this week is the growth ...
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Dividend Cafe

The State of Big Tech – Dividend Cafe – Nov. 11

I want to talk today through a few charts that cover the subject of energy & technology investing. The angle is a bit different than normal.
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Dividend Cafe

One of These Things is not like the Other – Dividend Cafe – Nov. 4

If there is one thing I am obsessed with more than monetary economics, it is dividend-growth investing.
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Dividend Cafe

Climate and Weather in Markets – Dividend Cafe – Oct. 28

I believe a lot of perspective was gained on this year's trip that needs to be applied to a decade of thoughtful guidance, not merely ...
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Dividend Cafe

The Indexing Nightmare – Dividend Cafe – Oct. 21

The key dynamic is uncertainty - that is, uncertainty about the impact of Fed policy on economic conditions, uncertainty about economic conditions themselves, and uncertainty about the ...
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Dividend Cafe

The Bond Market Cares About You Even if You Don’t Care About It – Dividend Cafe – Oct. 14

Today's message is about economic growth, stock market pricing, interest rates, and the decisions we face as investors.
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