Dear Valued Clients and Friends, This is one of my favorite Dividend Café editions in quite some time, just simply because of the number of charts used to reinforce or illustrate various points, and because of the diversity of topics covered (you’ll see what I mean). I have fessed up before that even I have […]
The Dividend Café
Dear Valued Clients and Friends, Third quarter earnings results will begin to pour in today, and the heavy release of earnings results will continue for the next three weeks. Earnings season should mean less to long-term investors than it does traders, primarily because there should rarely be something in a quarterly announcement that “surprises” or […]
Dear Valued Clients and Friends, It may seem like this week’s Dividend Café is a little shorter than normal, simply because we are in the midst of marathon meeting days with money managers, hedge funds, portfolio strategists, and analysts here in New York City. But, we think this issue still packs quite a punch, so […]
Dear Valued Clients and Friends, Q3 of 2017 comes to an end this week, and just in the nick of time, the Trump administration released their tax plan details. By “details,” I mean we got nine pages instead of a half-page. I spend a lot of time in the podcast, video, and written commentary unpacking […]
Dear Valued Clients and Friends, If I were to think back to much of the focus of the last eight years in capital markets, through three rounds of quantitative easing in the United States, through the creation of terms I never thought would become common vernacular (“Operation Twist”, anyone?), and certainly through the exhausting discussions […]
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 […]
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 […]
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