Monday - January 26, 2026

Today's Post - https://bahnsen.co/49VPZNr

In this Monday edition of the Dividend Cafe, David Bahnsen discusses the current weather conditions affecting the US, market performance for the day, sector winners, and the impact of the recent storm. Key market indices and sector performances, including emerging markets and communication services, are analyzed. The episode also covers the US dollar's weakening, bond market movements, energy sector updates, and AI versus non-tech capital expenditures. Additionally, David touches on public policy, a potential government shutdown, durable goods orders, and the upcoming Federal Reserve meeting. Behavioral aspects of market gamification and their impact on investor strategies are discussed, with a focus on maintaining sound investment principles amidst the noise.

00:00 Welcome to Dividend Cafe

00:55 Market Overview and Performance

02:44 Mid-Year Market Drawdowns

03:48 US Dollar and Emerging Markets

05:10 Bond Market and AI CapEx

06:16 Public Policy and Economic Indicators

07:19 Federal Reserve and Future Predictions

08:23 Energy Sector Insights

09:46 Gamification of Markets

13:13 Concluding Remarks and Sports Shoutouts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com