The Dividend Cafe
The Dividend Cafe
The Bahnsen Group
Monday - November 24, 2025
13 minutes Posted Nov 24, 2025 at 10:52 pm.
Introduction and Housekeeping
Market Recap: A Positive Day
Sector Performance Highlights
Risk Assets and Valuation Concerns
High Yield and Technicals
Top News Stories: Russia-Ukraine Deal
Public Policy Updates
Economic Indicators and Fed Talk
Energy Sector Overview
Conclusion and Thanksgiving Preview
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Show notes
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.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com