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We Work, or We Suffer
If there is one thing that animates me it is the application of real-life economics to investing. I have always been obsessed with economics – both …
4 years, 2 months ago
The Landscape for Private Markets
In this market-shortened week I thought a shorter Dividend Cafe may be appropriate, especially as we prepare for a long weekend and the Easter holida…
4 years, 2 months ago
Something To Be Certain About
From the seat of a person who dispenses financial advice for a living, one could be forgiven for believing there must have been a time in the recent …
4 years, 3 months ago
Honesty and Policy
I love the topic of this week’s Dividend Cafe. I believe one of the most powerful people in global finance gave me the chance to address a topic tod…
4 years, 3 months ago
The Country No One is Talking About
We all know that the Russian invasion of Ukraine has been the biggest story of 2022 thus far, not just for markets but for the entire news cycle. Te…
4 years, 3 months ago
TBG Investment Committee - Russia, Ukraine, and Markets
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
4 years, 3 months ago
From Growth With Love
I hope you will find this to be a special Dividend Cafe. No, this week’s Dividend Cafe doesn’t dare to bring the vast military sophistication of peo…
4 years, 3 months ago
The New Rules of Diversification
The fog of war continues in Ukraine with the entire world watching. The path to some immediate resolution has mostly closed, and expectations are fo…
4 years, 4 months ago
The Fog of War
I have pretty much written each Friday’s Dividend Cafe on the Friday morning of the day you receive it every single week for over a year now. If the…
4 years, 4 months ago
The Right Question to Ask in the Prediction Business
There was plenty of talk about Russia/Ukraine in DC Today this week as well in the unreliable news cycle, and there really isn’t any “new news” to re…
4 years, 4 months ago