Episode 1236: Monday - December 15, 2025
Monday Market Recap and Reflections on Recent Events
Monday Market Recap and Reflections on Recent Events
Today's Post - https://bahnsen.co/3MvD1Ot
Monday Market Recap and Reflections on Recent Events
In this Monday edition of Dividend Cafe, David Bahnsen discusses various market trends and policy issues from the New York City office. He reflects on the significant news events over the weekend, including the Brown University shooting, attacks in Australia and Syria, and the murder of filmmaker Rob Reiner and his wife. David analyzes stock market behaviors, including sector performances and reactions to AI infrastructure stocks, and provides insights into bond yields and the housing market. He also touches on Supreme Court cases affecting tariffs and forecasts potential policy moves regarding the Affordable Care Act subsidies. Lastly, he speaks about the tragic death of Rob Reiner, highlighting the impact of his films.
00:00 Introduction and Upcoming Schedule
02:13 Reflecting on a Tragic News Weekend
03:41 Market Overview and Key Observations
04:50 AI Sector Performance and Market Rotation
06:47 Bond Yields and Financial Sector Insights
09:31 Policy Updates and Supreme Court Predictions
12:08 Economic Data and Trade Deficit Analysis
13:14 Housing Market Trends and Builder Sentiment
16:17 Federal Reserve Actions and Interest Rates
19:28 Tribute to Rob Reiner and Conclusion
Links mentioned in this episode: DividendCafe.com
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
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