Today's Post - In this episode of Dividend Cafe, the first of 2026, David L. Bahnsen reflects on the events of 2025 and provides insights and predictions for the year ahead. Key topics include the impact of the Trump administration's policies, particularly relating to tariffs and the tax bill, and their influence on the stock market and economy. David discusses major themes such as the performance of risk assets, the state of the AI industry, housing market trends, the significance of midterm elections, and the potential for small cap growth. Predictions for 2026 include the vulnerabilities in AI, the tug of war between economic drivers and headwinds, and the outlook for energy and M&A activities. The episode provides a comprehensive review and forward-looking analysis aimed at helping investors make informed decisions in the coming year.Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.com