Dear Valued Clients and Friends, It appears at press time that we haven’t had any dramatic news events to report this week since the onslaught of Hurricane Irma. For the most part, there was light political toxicity. No North Korea muscle-flexing. No crazy tweets (that’s kind of relative, but you get my point). No major […]
The Dividend Café
Dear Valued Clients and Friends, What a strange beginning to September it has been. Markets dropped over 200 points Tuesday after the long weekend, the theoretical causes of which we delve into in this week’s commentary, and rebounded Wednesday. The energy sector rallied quite a bit this week. Bonds continued to catch a nice bid […]
Dear Valued Clients and Friends, The horrific events of Hurricane Harvey have dominated news coverage this week, and we offer our thoughts and prayers to all affected, to all responders, and to all in the clean-up effort. We do this not as a customary token gesture, but because we genuinely are horrified at the images […]
Dear Valued Clients and Friends, This week’s trip through the Dividend Café gives you a glance at our dividend growth ideology, examines tax reform, and comes to some hard conclusions about monetary policy. We open the door to Japan and look at 20 years of a good call. Of course, we review the broad state […]
Dear Valued Clients and Friends, Suffice it to say, it has been yet another intense week in the news cycle. I am old enough to remember when the financial media was up in arms as to whether or not we were going to war with North Korea (i.e. last week); this week, it was the […]
Dear Valued Clients and Friends, We devote nearly the entire Dividend Café this week to a discussion of this market, and the great discussion dominating break rooms, hotel bars, and maybe your dining room as to when markets may break. The intensified stories this week around North Korea should presumably have better armed those that […]
Dear Valued Clients and Friends, The month of August has done some crazy things over the years in the markets (of course, truth be told, that can be said of any calendar month). In 2011 we saw a massive Europe-driven drop in the stock market that waited until October to begin recovering. In 2015 we […]
Dear Valued Clients and Friends, It has been an overwhelming week in terms of market action, as earnings season hits its crescendo, and analyst calls are aplenty. Outside of the individual stock results and outlooks that matter so much to investors, the political scene continues to require appropriate comprehension, and there has been no shortage […]
Dear Valued Clients and Friends, Earnings season is off and with it a refreshing focus on company results vs. Washington D.C. dysfunction or central banks. Heaven forbid, though, that just because we had a plethora of companies we own report their results this week, that we should be spared more headlines from the nation’s capital, […]
Dear Valued Clients and Friends, I re-read the Dividend Café this week after its drafting was complete, and I decided that (unintentionally) it was a bit more cerebral than it often is. Topics like the ones covered below invite certain buzz words and concepts that may seem advanced, but really I believe are presented this […]
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