Blogs_Ph1_.ai @ 119.98% (RGB:GPU Preview) 2019-09-08 13-57-53
David_20200104

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.

Subscribe
DivCafe_Post6

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 >
DivCafe_Post5

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 >
DivCafe_Post4

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 >
DivCafe Image_Post3

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 >
DivCafe Image_Post2

The Lessons of a Japanese Milestone – Feb. 23, 2024

History was made this week, the Japanese Nikkei closing at 39,098 on Wednesday night, its highest close in history since...wait for it
VIEW MORE >
DC Friday

A Weekend Mailbag Edition – Feb. 16, 2024

This week we cover some inflation/deflation vocabulary, even bringing back vital words like velocity and Japanification. 
VIEW MORE >
DIVCAFE22_Post_Temp23

To Care about Investors is to Care about Work – Feb. 9, 2024

It's been a whirlwind of a week, and today is going to be a whirlwind of a Dividend Cafe.
VIEW MORE >
DIVCAFE22_Post_Temp22

Should we care what the Fed does with interest rates? – Feb. 2, 2024

Why is market volatility so high and press attention so high about when the Fed will begin cutting rates?
VIEW MORE >

Looking for something specific?

Subscribe

About the Author

DAVID L. BAHNSEN
Founder, Managing Partner,
and Chief Investment Officer

He is a frequent guest on CNBC, Bloomberg, Fox News, and Fox Business, and is a regular contributor to National Review. David is a founding Trustee for Pacifica Christian High School of Orange County and serves on the Board of Directors for the Acton Institute.

He is the author of several best-selling books including Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (2018), The Case for Dividend Growth: Investing in a Post-Crisis World (2019), and There’s No Free Lunch: 250 Economic Truths (2021).  His newest book, Full-Time: Work and the Meaning of Life, was released in February 2024.