The Dividend Cafe
The Dividend Cafe
The Bahnsen Group
Monday - January 26, 2026
15 minutes Posted Jan 26, 2026 at 9:59 pm.
Welcome to Dividend Cafe
Market Overview and Performance
Mid-Year Market Drawdowns
US Dollar and Emerging Markets
Bond Market and AI CapEx
Public Policy and Economic Indicators
Federal Reserve and Future Predictions
Energy Sector Insights
Gamification of Markets
Concluding Remarks and Sports Shoutouts
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15:36
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Show notes
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.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com