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The Dividend Cafe

What 9/11 Meant and Still Means for Investors

Freitag, 11. September 2026 · 24 min

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Today's Post - bahnsen.co/4ioMZyT

On September 11, 2026, David Bahnsen marks the 25th anniversary of 9/11 with reflections as an investor, an American, and a person, focusing mainly on market lessons. He notes the S&P 500 was already down about 30% from its 2000 high before 9/11 amid falling earnings and a valuation re-rating, then reviews how markets closed for four days and fell sharply upon reopening, with about $1.5 trillion in market value lost that week. Bahnsen argues 9/11’s enduring investor lesson is not generic “markets recover,” but that markets adapt because human innovation and resilience reassert themselves, with U.S. equities up about 1,100% since. He also recalls post-9/11 national unity as diminished today, shares his personal experience as a newlywed facing career uncertainty, and recommends the 9/11 Museum while emphasizing remembrance.

9/11 Anniversary Intro

Why 9/11 Matters Investors

Markets Before the Attacks

Trading Halt and Reopen

Recovery Was Not Different

Human Nature Drives Markets

National Unity Then Now

Personal Life Lessons

Never Forget Closing

Links mentioned in this episode:
DividendCafe.com (dividendcafe.com)

TheBahnsenGroup.com (thebahnsengroup.com)

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