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Monday - September 21, 2026
Today's Post - https://bahnsen.co/4y9YwqV David Bahnsen delivers a quick Monday Dividend Cafe update from Chicago after travel disruptions, covering a strong market day led by communication services and technology while energy fell on a nea
"The Most Performative Interest Rate Hike Ever"
Today's Post - https://bahnsen.co/4j4mxuI David Bahnsen discusses the Fed’s quarter-point rate hike, arguing it was largely “performative” because markets had already tightened financial conditions and the Fed is now following rather than l
Thursday - September 17, 2026
Brian Szytel reports a pre-close market rebound from Newport Beach on Thursday, September 17, with the Dow up over 300 points, the S&P up over 1%, the Nasdaq up about 1.5%, and the 10-year yield falling to 4.95% as the curve flattens; oil p
Wednesday - September 16, 2026
Brian Szytel recaps a volatile Fed day in which the FOMC unanimously raised rates 25 basis points, moving the range from 3.50–3.75 to 3.75–4.00, a move largely priced in. He notes dot plots implying one more hike before year-end (around 4.0
Tuesday - September 15, 2026
Brian Szytel reviews a down market day driven by oil staying above $100 (Brent 108, WTI 105), ongoing Middle East tensions, and the 10-year Treasury closing near 5%, noting equities are only a few percent off highs. Using an S&P 500 forward
Monday - September 14, 2026
Today's Post - https://bahnsen.co/4dB7zsq David Bahnsen hosts the Monday Dividend Cafe from the Newport Beach studio, recaps the show’s weekly content cadence, and reviews a relatively calm market day after a volatile weekend. Nasdaq and S&
What 9/11 Meant and Still Means for Investors
Today's Post - https://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 alread
Thursday - September 10, 2026
Brian Szytel reports another broad market decline (Dow -316, S&P 500 -0.5%, Nasdaq -0.7%) alongside a sharp oil rally (WTI ~+7% to $102; Brent $107), with oil up about 20% over the past week and a half amid Middle East tensions and threats
Wednesday - September 9, 2026
Brian Szytel reports a third straight market decline (Dow -405, S&P -0.5%, Nasdaq -0.7%) alongside falling bond prices and a 10-year yield up 5 bps to 4.84%, noting Treasury talk of increasing long-bond buybacks to $6B is too small versus ~
Tuesday - September 8, 2026
Brian Szytel reviews a down day in markets after Labor Day, noting the Dow fell 628 points while the S&P 500 and Nasdaq also declined, though the Dow remains up over 10% year-to-date. Oil prices rose (WTI near $93.6, Brent near $98) amid he
The Real AI Problem Made Simple
Today's Post - https://bahnsen.co/4hbt99a This special edition of The Dividend Cafe argues that the key issue investors are missing in the AI story is not AI’s usefulness but whether massive AI infrastructure spending will earn an adequate
Thursday - September 3, 2026
Brian Szytel recaps a strong Thursday rally in risk assets after a modestly positive prior session, citing improved market breadth, dovish comments from Fed Governor Waller, slightly lower rates, and reduced September hike odds from 68% to
Wednesday - September 2, 2026
Brian Szytel recaps a modest market rebound after three down equity sessions, with weak internals and low volume as investors await Friday’s non-farm payrolls and next week’s CPI. The Dow rose 295 points, the S&P 500 gained 35 points (nearl
Tuesday - September 1, 2026
Brian Szytel recaps a down market day driven by heightened Iran-U.S. tensions, higher oil prices (WTI up 5.9% near $90; Brent near $95), and rising interest rates (10-year around 4.79%), with the Dow down 419 points, S&P 500 down 0.7%, and
Monday - August 31, 2026
Today's Post - https://bahnsen.co/4cPVI9C David Bahnsen recaps Monday market action (Dow -374, S&P -0.33%, Nasdaq -0.12%; 10-year yield 4.76% up 3 bps), with energy leading on oil up 3% to about $86 and communication services lagging. He br
Profit from the Profit Part 2
Today's Post - https://bahnsen.co/3UKOOfH David Bahnsen hosts the final Friday Dividend Cafe of August as a part two discussion tied to his new book, "Profit for the Profit," outlining the philosophy and application of dividend growth inves
Thursday - August 27, 2026
Brian Szytel recaps Thursday, August 27 markets, highlighting a major AI chip company’s better-than-expected earnings and sharply higher 2028 guidance that lifted its stock 10% and pushed all three major indices higher, led by the Nasdaq, w
Wednesday - August 26, 2026
Brian Szytel reports markets were essentially flat, while bonds moved as the 10-year yield rose 3 bps to 4.66; oil was slightly lower amid ongoing Strait of Hormuz deal talk. Economic data was mostly positive, but headline PCE was 0.3 vs 0.
Tuesday - August 25, 2026
Brian Szytel recaps a positive market day with the Dow up about 160 points, the S&P up roughly a third of a percent, and the Nasdaq up two-thirds as rates fell (10-year down seven basis points to 4.63) and oil dropped about 4.5%, aiding a t
Monday - August 24, 2026
Today's Post - https://bahnsen.co/3U6PdsL David Bahnsen opens from The Bahnsen Group’s new Santa Barbara (Montecito) office, briefly recaps markets (Dow up ~0.25%, S&P down ~0.25%, Nasdaq down ~0.75% led by semiconductors; staples and finan
Profit from the Profit Part 1
Today's Post - https://bahnsen.co/4cNKVg3 David Bahnsen hosts the Friday Dividend Cafe from Southern California and previews his new book, Profit from the Profit, releasing Tuesday, explaining it reflects the same message he has shared week
Thursday - August 20, 2026
Brian Szytel reviews a down day in markets (Dow -703, S&P -0.8%, Nasdaq -1%) and notes blue-chip weakness despite better-than-expected earnings, attributing it to consumer budget pressure from higher energy prices. He discusses yield-curve
Wednesday - August 19, 2026
Brian Szytel reviews a rotation-heavy market day with the Dow up 120 points, the S&P 500 up about 0.25%, and the Nasdaq slightly higher, as equal-weight outperformed cap-weighted amid big moves in pharma and some late earnings from tech/AI.
Tuesday - August 18, 2026
Brian Szytel recaps a modest down day in markets with the Dow down 116 points, S&P 500 down 0.7%, and Nasdaq down 1.3%, noting S&P advancers outnumbered decliners and equal-weight outperformed cap-weighted in a rotation toward value; the 10
Monday - August 17, 2026
Today's Post - https://bahnsen.co/4bTEA2m From Charlottesville, host David Bahnsen recaps Monday market action: the Dow fell 273 points (~0.5%), the S&P 500 also about 0.5%, and the Nasdaq about 0.3%, with energy the only positive sector (u
A Letter To My Daughter as She Goes Off to College
Today's Post - https://bahnsen.co/3U1KSqA David Bahnsen opens the Friday Dividend Cafe with a personal episode, reading a verbatim letter to his daughter Sadie ahead of moving her into the University of Virginia. He praises her discipline a
Thursday - August 13, 2026
Brian Szytel reviews a broad market rally with the Dow up 69 points, the S&P 500 up two-thirds of a percent, and the Nasdaq up eight-tenths, alongside a modest bond rally as the 10-year yield fell three basis points to 4.65; WTI oil decline
Wednesday - August 12, 2026
On Wednesday, August 12, Brian Szytel reports a quiet, mixed market day as July CPI came in essentially in line with expectations, leaving stocks and bonds little changed (Dow flat, S&P up 0.25%, Nasdaq up 0.5%, 10-year unchanged). Headline
Tuesday - August 11, 2026
Brian Szytel hosts Dividend Cafe on Tuesday, August 11, describing a quiet, rudderless market session ahead of tomorrow’s CPI, with the Dow and S&P down about 0.3% and the Nasdaq down about 0.6%, the 10-year near 4.69%, and oil up about 1%.
Monday - August 10, 2026
Today's Post - https://bahnsen.co/4hmEuE3 David Bahnsen hosts the Monday Dividend Cafe, recapping a quiet market day with the Dow down 60 points, the S&P essentially flat, and the Nasdaq down 32 bps, while noting rapid credit-spread tighten
