Episode 1252: Tuesday - January 20, 2026

Today's Post - https://bahnsen.co/3LVimmM

In this special edition of Dividend Cafe, recorded on Tuesday, January 20th, David Bahnsen explores the significant market sell-off that occurred due to unusual political tensions and potential policy changes. The episode focuses on President Trump's controversial intentions regarding Greenland and the subsequent European counter-threats, leading to market volatility. The DOW dropped 870 points, with technology suffering the most. Bahnsen also discusses the performance of the 'Magnificent Seven' tech stocks, market broadening trends, rising bond yields, and ongoing uncertainties. Additionally, he touches on expected topics from President Trump's upcoming Davos speech, potential housing and mortgage policy changes, and updates on the Federal Reserve leadership.

00:00 Introduction and Market Overview

00:46 Market Sell-Off Catalysts

01:35 Market Performance Recap

03:01 The Magnificent Seven Analysis

05:27 Broader Market Trends

06:24 Potential Market Scenarios

09:31 Housing and Mortgage Insights

11:22 Upcoming Events and Conclusion

Links mentioned in this episode: DividendCafe.com

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