Brian Szytel from Dividend Cafe recaps a broad market rally with the Dow up 340 points, S&P up 1%, and Nasdaq up 1.6%, led by prior momentum/AI, semiconductors, and crypto, following a ceasefire extension announcement from the Trump administration. He notes oil also rose, suggesting energy markets aren’t pricing a near-term reopening of the Strait of Hormuz, while investors shift back toward strong fundamentals: ~18% expected year-over-year EPS growth, record-high margins near 19%+, and a lower S&P multiple (~20.5 vs. ~22–23 earlier), implying upside if multiples revert. With no economic data released, he addresses a question on early-20th-century dividend yields, arguing the Great Depression’s profit collapse—not taxes—drove dividend cuts, and that strong free-cash-flow companies can sustain dividend growth through macro shocks.Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.com