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The Dividend Cafe The Dividend Cafe The Bahnsen Group Accountancy Capital's Podcast Accountancy Capital's Podcast Adrian Sales POP! Podcasts: Insights from Top Experts in Sales, Marketing, Leadership & More. Sales POP! Podcasts: Insights from Top Experts in Sales, Marketing, Leadership & More. Sales POP! Trading Stocks Made Easy with Tyrone Jackson Trading Stocks Made Easy with Tyrone Jackson Tyrone Jackson Survive: Essentials for C-Store Assistant Managers Survive: Essentials for C-Store Assistant Managers C-Store Center Thrive: Leadership Skills for C-Store Managers Thrive: Leadership Skills for C-Store Managers C-Store Center DrinkUp Live Podcast DrinkUp Live Podcast Samuel Anderson Drive: Multi-Unit Excellence for C-Store District Managers Drive: Multi-Unit Excellence for C-Store District Managers C-Store Center Genial Podcast Genial Podcast Genial Investimentos Arrive: Strategy for Independent C-Store Owners Arrive: Strategy for Independent C-Store Owners C-Store Center Yaron Brook Show Yaron Brook Show Yaron Brook Answer Engine Optimization (AEO): The AI Search Podcast Answer Engine Optimization (AEO): The AI Search Podcast AEO Engine Voices of Liberty Voices of Liberty Young Americans For Liberty Top Entrepreneurs Podcast | Enterprise Podcast Network Top Entrepreneurs Podcast | Enterprise Podcast Network EPN Gut durch die Zeit. Der Podcast rund um Mediation, Konflikt-Coaching und Organisationsberatung. Gut durch die Zeit. Der Podcast rund um Mediation, Konflikt-Coaching und Organisationsberatung. Dr. Sascha Weigel RealAg Radio – RealAgriculture RealAg Radio – RealAgriculture RealAgriculture Podcasts – RealAgriculture Podcasts – RealAgriculture RealAgriculture Kudlow Kudlow Fox News Podcasts Excess Returns Excess Returns Excess Returns The Empowered Leader Podcast The Empowered Leader Podcast Margaret Williams, MS, ACC 25 MINUTER 25 MINUTER 25 Minuter Radical Personal Finance Radical Personal Finance Joshua Sheats Wenbin Fang's Podcast Playlist Wenbin Fang's Podcast Playlist Wenbin Fang / Listen Notes Bloomberg Daybreak: Asia Edition Bloomberg Daybreak: Asia Edition Bloomberg Alles Coin Nichts Muss Alles Coin Nichts Muss Florian Adomeit, Julius Nagel, Finance Forward, Podstars by OMR Sadhguru Deutsch Sadhguru Deutsch Sadhguru Deutsch The Zach Foust Show The Zach Foust Show Zachary Foust Business Insider: Round Table Podcast Business Insider: Round Table Podcast Business Insider: Round Table Podcast Autoblog News Autoblog News The Summit Red Deer Podcast The Summit Red Deer Podcast Summit Media Doppelgänger Doppelgänger Philipp Glöckler, Philipp Klöckner The Amanda Kaufman Show The Amanda Kaufman Show Amanda Kaufman World Business Report World Business Report BBC World Service Cost of Living Cost of Living CBC All-In with Chamath, Jason, Sacks & Friedberg All-In with Chamath, Jason, Sacks & Friedberg All-In Podcast, LLC The Reluctant Entrepreneur Podcast The Reluctant Entrepreneur Podcast Mike Konrad Bitcoin News Alerts | Daily BTC Macro Signal Bitcoin News Alerts | Daily BTC Macro Signal Bitcoin News Alerts
The Dividend Cafe

Business

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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