Tag: Trevor Cummings

Dividend Cafe

Fear is Often a Greedy Thing – May 17, 2024

This week's Dividend Cafe does give you a pretty good luck at the yield curve and what it predicts (or doesn't), along with a cogent ...
VIEW MORE >
Dividend Cafe

In Theory but not in Practice – May 10, 2024

It is a bad time to be a market-timer.  But I don't think anyone can time when it is a good time, so maybe I ...
VIEW MORE >
Dividend Cafe

The Month of May is Here to Stay – May 3, 2024

"Sell in May and go away" became an adage some people love to say in our business, and I really have no idea where it ...
VIEW MORE >
Dividend Cafe

Drawdowns, Deficits, and Debunking a Myth – April 26, 2024

We are going to look at the history of yields, market drawdowns, commodities, debt, China's economy, and Presidential conspiracy theories.
VIEW MORE >
Dividend Cafe

Bad Drivers, Good Dollars, and Crony Deals – April 19, 2024

Let's discuss the state of the U.S. dollar, the "safe haven" of bitcoin, the politics of oil, the nature of contrarian investing, and more.
VIEW MORE >
Dividend Cafe

One of These Years is Not Like the Other – April 12, 2024

Market action, Fed action, Price action, Valuation action - we have it all today, in the Dividend Cafe!
VIEW MORE >
Dividend Cafe

The Mystical Psychic Garden and You – April 5, 2024

Do you know what I know about market prices based on what happened yesterday?  I know what happened - wait for it - yesterday.
VIEW MORE >
Dividend Cafe

Q1, the Fed, the Roaring 20’s, and the Future – March 29, 2024

Today, let us look at history, market valuations, passive investing, credit, the money supply, financial conditions, and more.
VIEW MORE >
Dividend Cafe

Dividend Logic vs. Speculative Madness – March 22, 2024

Let's address the history of investor distraction from dividends and the reorientation that is about to alter the main focus.
VIEW MORE >
Dividend Cafe

The Dividend Dilemma – March 15, 2024

And as is always the case with financial markets, the more you understand the past, the better prepared you will be for the future! 
VIEW MORE >
Dividend Cafe

When Just One Topic Won’t Do – March 8, 2024

I have had one idea after another for Dividend Cafe this week. The only choice I had was... All of the Above!
VIEW MORE >
Dividend Cafe

How Heavy is this Shoe? – March 1, 2024

Let’s discuss the state of private credit before Travis proposes to Taylor, or Jay Powell gets a new briefcase.
VIEW MORE >