Episode 1224: Monday - November 24, 2025

Today's Post - https://bahnsen.co/4oXqLUW

Monday Dividend Cafe: Market Rally and Upcoming Thanksgiving Special

In this episode of 'Monday Dividend Cafe,' we cover the market's uptick amid a holiday-shortened week, highlighting a strong performance in sectors like communication services driven by Google, and less favorable outcomes for consumer staples. The bond market also continued its rally despite risks in equities. The discussion includes updates on economic policies, including anticipated Fed rate cuts, a potential Ukraine-Russia settlement, and the state of healthcare stocks. Additionally, there's chatter around the Supreme Court's ruling on tariffs and President Trump's hints about its potential outcome. David briefly touches on energy sector dynamics and concludes with a personal moment recounting a memorable Dallas Cowboys victory.

00:00 Introduction and Housekeeping

00:42 Market Recap: A Positive Day

01:55 Sector Performance Highlights

02:25 Risk Assets and Valuation Concerns

06:18 High Yield and Technicals

06:49 Top News Stories: Russia-Ukraine Deal

07:28 Public Policy Updates

09:03 Economic Indicators and Fed Talk

10:57 Energy Sector Overview

11:16 Conclusion and Thanksgiving Preview

Links mentioned in this episode: DividendCafe.com

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