Tag: Trevor Cummings

From interest rates to the tenets of asset allocation to the new economic proposals of Vice President Harris, we have a lot for you this ...

Despite what ended up being a nothing-burger of a week in markets, there were some timeless lessons from the economic events of Monday.

This week we reset our understanding of price, value, and that which drives investor returns.

There is a lot to chew on this week, starting off with one of the most important investment lessons an investor will ever learn.

Today's Dividend Cafe will explore structural inflation, growth vs. value, REITs, IPOs, and a flaw in our thinking about government debt.

We cover market performance, the economic implications of rate cuts, China's downturn, factors affecting economic growth and innovation.

A mid-year market and economic analysis, covering performance, economic conditions, key themes, and expectations for the second half of 2024

Today's Dividend Cafe looks at the fundamental flaw in today's portfolio management culture, like incentives, convictions, and much more.

Artificial intelligence dominates, yet AI investing has pitfalls. Within our dividend growth framework, we emphasize principles, not trends

Markets never rest, even in summer. Explore insights on financial stability, risk complacency, and the economic forecast in this Dividend Cafe.

Explore market valuations, Nvidia's impact, China's economic approach, sector allocations, and market risks in this week's Dividend Cafe.

Reflecting on the past fifty years and the journey ahead. Age is just a number, and the market teaches valuable lessons.