About this episode
Today's Post - https://bahnsen.co/4ued1rl
David Bahnsen delivers a “normal” Monday Dividend Cafe covering the weekend’s major news—an assassination attempt tied to the White House Correspondents’ Dinner that ended without fatalities and had no market impact—then recaps mostly flat markets (Dow -63; S&P/Nasdaq slightly up) amid unusually extended semiconductor trading. He notes the 10-year yield near 4.3%, sector moves, and elevated oil closing near $97 alongside an Iran proposal involving reopening the Strait of Hormuz in exchange for delaying nuclear talks. Bahnsen highlights M&A skewed toward mega-deals, retail ETF flows chasing recent performance, and discusses a potential federal convertible loan to Spirit Airlines. Economic updates include healthy jobless claims, a pickup in wage growth for job changers, sharply slowing home price appreciation, expectations for a Walsh-led Fed as Powell’s term ends, and a focus on Mag 7 earnings—especially AI capex plans.
00:00 Welcome Back Monday
01:14 Weekend Breaking News
02:43 Market Wrap Today
03:11 Semis And Seasonality
04:42 Mergers And Retail Flows
05:58 Iran And Oil Shock
06:52 Spirit Airlines Policy
07:39 Jobs Wages Housing
09:45 Fed Outlook Midstream
10:17 FDI Versus Policy
11:17 Big Tech Earnings Week
11:50 Closing And Contact
Links mentioned in this episode: DividendCafe.com
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