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The Dividend Cafe

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The Dividend Cafe

The Bahnsen Group

A Different Kind of Mid-Year Report

July 03, 2026 9:00am 23 min

Today's Post - https://bahnsen.co/4vddsCn In a midyear 2026 Dividend Cafe holiday episode, the host reviews surprises and themes shaping markets: despite the “Mag Seven” down about 2%, the S&P 493 is up roughly 15–16% an...

Thursday - July 2, 2026

July 02, 2026 12:12pm 6 min

Brian Szytel recaps an unusual pre–July 4th market session with the Dow up 594 points (+1.15%), the S&P 500 flat, and the Nasdaq down 0.8% amid a continued unwind in momentum stocks, especially semiconductors, while valu...

Wednesday - July 1, 2026

July 01, 2026 4:13pm 6 min

Brian Szytel recaps a down, rotation-driven market day from West Palm Beach, with the Dow near flat, the S&P 500 slightly lower, and the Nasdaq weaker amid a sharp semiconductor sell-off (down 5–10%) even as some softwar...

Tuesday - June 30, 2026

June 30, 2026 3:36pm 8 min

Brian Szytel recaps markets on June 30, the last day of Q2, noting a strong first half for the Dow and the best Nasdaq quarter since 2020, with tech leading as the Dow rose 136 points, the S&P 500 gained 0.8%, and the Na...

Monday - June 29, 2026

June 29, 2026 4:47pm 17 min

Today's Post - https://bahnsen.co/3R54h8Z David Bahnsen previews a forthcoming mid-year Dividend Cafe recap and notes a CNBC interview on market excesses in AI/tech and investor behavior. Markets rose sharply (Dow +300, ...

The Last Best Hope...of Markets

June 26, 2026 8:52am 20 min

Today's Post - https://bahnsen.co/4v7DfvO From Grand Rapids, David Bahnsen reflects on a speech and borrows Abraham Lincoln’s “last best hope” language to argue that markets—properly understood as broad venues of human e...

Thursday - June 25, 2026

June 25, 2026 12:40pm 8 min

Brian Szytel hosts Dividend Cafe on Thursday, June 25, describing a mixed but slightly positive market with a growth-to-value rotation as equal-weighted indexes outpaced cap-weighted, rates dipped, and oil rose slightly ...

Wednesday - June 24, 2026

June 24, 2026 4:00pm 7 min

Brian Szytel recaps a Wednesday session that began with a recovery bounce led by technology as interest rates and WTI fell, but the rally fizzled and selling in tech resumed while value names held up better. He says mark...

Tuesday - June 23, 2026

June 23, 2026 1:55pm 8 min

Brian Szytel recaps a broad market sell-off led by technology and semiconductors, highlighting a nearly 10% drop in South Korea’s KOSPI—an index heavily concentrated in Samsung and SK Hynix—attributed to valuation, deman...

Monday - June 22, 2026

June 22, 2026 4:51pm 14 min

Today's Post - https://bahnsen.co/4vxzpNy David Bahnsen hosts the Monday Dividend Cafe from Grand Rapids during the Acton Institute Symposium, noting a relatively quiet day that allows more market focus. The Dow rose 148...

Is This the Dreaded Top

June 19, 2026 8:15am 24 min

Today's Post - https://bahnsen.co/4fUPJml David Bahnsen hosts Friday’s Dividend Cafe from East Hampton on June 19, a Juneteenth market holiday, and discusses whether current conditions signal a “top” while rejecting shor...

Thursday - June 18, 2026

June 18, 2026 3:10pm 5 min

On Thursday, June 18, David Bahnsen recapped a strong market day led by the Nasdaq (up nearly 500 points, just under 2%), with the S&P 500 up just over 1% and the Dow up 72 points. Technology, consumer discretionary, and...

Wednesday - June 17, 2026

June 17, 2026 3:22pm 8 min

David Bahnsen recaps a major market day following the first FOMC meeting chaired by Kevin Warsh, where the Fed left rates unchanged but offered a notably brief statement with little forward guidance. The dot plot implied...

Tuesday - June 16, 2026

June 16, 2026 3:07pm 7 min

David Bahnsen recaps Tuesday, June 16 market action with the Dow up 329 points (+0.64%) while the S&P fell over 0.5% and the Nasdaq dropped 1.15% as big tech/AI names sold off. Oil fell another 4.5% with WTI around $77, ...

Monday - June 15, 2026

June 15, 2026 4:19pm 17 min

Today's Post - https://bahnsen.co/4eITc6m David Bahnsen covers a broad “around the horn” Monday Dividend Cafe, highlighting extreme SpaceX IPO trading volume as evidence of IPO mania rather than price discovery. Markets ...

IPO Mania

June 12, 2026 11:15am 23 min

Today's Post - https://bahnsen.co/49T1HsR David Bahnsen returns Dividend Cafe to its normal market focus and records Thursday to avoid being influenced by SpaceX’s anticipated IPO trading. He discloses he and some client...

Thursday - June 11, 2026

June 11, 2026 3:26pm 9 min

Brian Szytel recaps a sharp market reversal after a broad sell-off tied to Iran war rhetoric gave way to gains on news of progress toward a deal, with the Dow up about 900 points, the S&P 500 up 1.7%, and the Nasdaq up 2...

Wednesday - June 10, 2026

June 10, 2026 4:24pm 7 min

From The Bahnsen Group’s West Palm Beach office on June 10, Brian Szytel recaps a broad market sell-off driven by a continued rotation out of overvalued tech/semiconductors and later by news the U.S. would resume strikes...

Tuesday - June 9, 2026

June 09, 2026 3:01pm 7 min

Brian Szytel reports from West Palm Beach on a volatile market stretch driven by stronger-than-expected jobs data, renewed tech weakness, and Middle East uncertainty. The Dow rose 86 points while the S&P 500 fell 0.25% a...

Monday - June 8, 2026

June 08, 2026 4:13pm 10 min

Today's Post - https://bahnsen.co/4fE0HN7 Brian Szytel fills in for David on Dividend Cafe, recapping a mixed market day: the Dow fell about 80 points while the S&P 500 rose ~0.3% and Nasdaq ~0.8%, reflecting a rebound i...

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