Monday - February 9, 2026

Episode 1266: Monday - February 9, 2026

Dividend Cafe Monday: Market Recap, Kevin Warsh Insights & DOW hitting 50K

Show notes

Today's Post - https://bahnsen.co/460ffB0

In this Monday edition of Dividend Cafe, we provide a recap of a relatively quiet market day following a highly eventful week. We discuss the significance of the DOW closing above 50,000 points for the second time, the major movements within defensive and software sectors, and the strong performance of the Japanese Nikkei index. Key insights include an analysis of market trends, software sector valuation changes, and economic impacts on smaller businesses. Additionally, we touch on the implications of quantitative easing and mortgage rate trends. The episode closes with a nod to recent sports headlines, including the Seattle Seahawks' Super Bowl victory and Pacifica Christian's basketball success. Tune in for a detailed breakdown of these topics and more.

00:00 Introduction to Dividend Cafe

00:16 Market Recap: A Boring Day After a Wild Week

01:01 Federal Reserve Chairman Kevin Walsh: A Deeper Dive

01:23 Monday Market Movements and Milestones

02:35 Historical Market Reflections

04:13 Sector Performance and Economic Indicators

05:23 Global Market Highlights: Japan's Surge

06:56 Super Bowl and Economic Insights

09:32 Quantitative Easing: A Critical Analysis

10:55 Oil Market Update and Fed Policy Speculations

13:03 Closing Remarks and Announcements

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

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David Bahnsen

David Bahnsen

David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.

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