Episode 1212: Monday - November 3, 2025

Today's Post - https://bahnsen.co/43Ga1ZR****

Monday Market Recap and Historical Insights - Dividend Cafe with David Bahnsen

In this Monday edition of Dividend Cafe, host David Bahnsen covers a variety of market topics. Bahnsen urges viewers to check out the Friday edition of Dividend Cafe for an in-depth analysis of private markets. He then discusses the day's market fluctuations, highlighting significant movements in the Dow, S&P, and Nasdaq. A fascinating chart on market cap and AI CapEx is recommended for further insights. Bahnsen also shares a historical market trend, noting that positive first 10 months often lead to favorable outcomes in the final two months of the year. Key news includes Kimberly Clark's $48.7 billion acquisition of Ken View amid controversy involving Tylenol and autism. Bahnsen briefly touches on public policy matters, upcoming Supreme Court hearings on tariffs, and off-cycle election indicators. He announces no podcasts during the week due to an offsite team meeting in Dallas, but daily blurbs will continue. The episode concludes with a quick overview of market performance, including the 10-year bond yield and sector highlights.

00:00 Introduction and Friday Recap

00:27 Today's Market Overview

01:35 AI CapEx and Market Valuations

03:30 Historical Market Trends

04:53 Sector Performance and Big News

06:53 Public Policy and Upcoming Events

08:53 Upcoming Schedule and Conclusion

Kimberly-Clark buys Kenvue - https://apnews.com/article/kimberly-clark-kenvue-tylenol-98d5fd39c12b25524e3188da2e840436

NVIDIA/WSJ Chart Mention - https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-11-03-2025-83c207f7

Links mentioned in this episode: DividendCafe.com

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