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Their Weakness is Not our Strength
I first want to thank everyone for the extremely positive feedback last week on the somewhat unique Dividend Cafe juxtaposing USC football and market…
3 years, 11 months ago
When Markets Fight On!
Why in the world would I waste the precious soundwaves of Dividend Cafe to recap day-by-day market action when this hallowed ground is supposed to be…
4 years ago
When Is It Time to Sell?
Long-time readers of Dividend Cafe know that the real intent of this weekly commentary is to delve into the macroeconomic – the big picture – the hig…
4 years ago
Top Five Questions of Summer 2022
We have a fun Dividend Cafe for you this week, with by far the most important things on my mind in the summer of 2022 getting all of the attention. …
4 years ago
A Natural Way of Seeing Things
I kind of like this week's Dividend Cafe. We are going to do a very quick look into how the Fed fuels Japanification, but more specifically, how low…
4 years ago
Economic Truth-Telling in an Age of Narratives
One of the hardest things about being an economic commentator in this day and age is that economic commentary requires nuance, and this day and age r…
4 years, 1 month ago
Inflating Clarification on Inflation
I really did mean to write this entire piece last week but simply ran out of time and space. I will give you a recap today of last week’s takeaways …
4 years, 1 month ago
Inflating Clarification on Inflation Part 1
It has been a year and a half since I first took up the inflation/deflation debate as a matter of contemporary debate (a part 1 and a part 2). As mu…
4 years, 1 month ago
A Fool's Game
I send this week’s Dividend Cafe at the end of a 24-hour trip to Las Vegas, where I spoke at a conference yesterday. 2,600 people have come to the 1…
4 years, 1 month ago
Inflation vs. Recession vs. Investing Common Sense
The fundamental tension in the economy today, and less directly so, in markets themselves, is really simple: Is a recession coming that slows down pr…
4 years, 1 month ago