Dividend Cafe is the place to come for a caffeinated stroll through our investment brain. We combine weekly ad hoc market perspective with evergreen truths and principles, covering a wide array of topics from macroeconomic to vanilla asset allocation. We want it to be readable for people of all levels of investor sophistication, and, most importantly, want it to be an authentic reflection of what we believe. The regurgitation of other’s investment perspective can be found anywhere. The Dividend Cafe is our material, for good or for bad.
A Letter to my daughter as she goes off to college – August 14, 2026
As my daughter heads off to college, I share a few lessons on good decisions, friendship, responsibility, and living a fulfilling life.
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Ten Economic Principles Worth Fighting For – August 7, 2026
A clear guide to foundational economic ideas every investor should defend to promote lasting economic growth and prosperity.
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Everything We Learned about the New Fed This Week – July 31, 2026
Why didn't the Fed hike rates? This week's edition explains Chairman Warsh's thinking and what it means for investors.
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Inflation vs. Deflation in an Age of AI – July 24, 2026
Is the era of disinflation over? That question will require us to ask another question: Is AI inflationary or deflationary?
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Five Things I Worry About and Five Things I Don’t – July 17, 2026
Practical insights on AI hype, retail swings, margin pressures, and market concentration to help investors stay grounded
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Good Enough for a 19-Year-Old? – July 10, 2026
History warns against trend‑chasing. A coherent, fundamentals‑based investment philosophy wins over shiny objects
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A Different Kind of 2026 Mid-Year Report – July 3, 2026
A mid‑year look at 2026’s surprises, market rotations, AI volatility, and the importance of a coherent investment strategy.
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The Last Best Hope … of Markets – June 26, 2026
In a cynical age, entrepreneurialism stands as a beacon of optimism. A defense of markets as the engine of a better tomorrow
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Is This the Dreaded Top? – June 19, 2026
Are markets topping? Elevated valuations, IPO waves, risk shifts, and Fed changes reshape investor expectations
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