The Dividend Cafe
The Dividend Cafe
The Bahnsen Group
Monday - June 15, 2026
17 minutes Posted Jun 15, 2026 at 9:19 pm.
Welcome and Agenda
SpaceX IPO Mania
Markets Rally and Rotation
Iran Deal Unknowns
Economic and Policy Updates
Housing Sentiment Check
Central Banks and Fed Week
Oil and Gas Price Moves
Dividend Growth Q&A
Knicks Championship Moment
Closing Thanks
0:00
17:22
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Show notes
Today's Post - https://bahnsen.co/4eITc6m
David Bahnsen covers a broad “around the horn” Monday Dividend Cafe, highlighting extreme SpaceX IPO trading volume as evidence of IPO mania rather than price discovery. Markets rallied on weekend news of a forthcoming U.S.-Iran agreement and a planned signing, with the Dow up 469 points, the S&P up 1.65%, and the Nasdaq up over 3%; technology led while energy fell, small caps continued to outperform, and the 10-year yield held near 4.47%. He notes key unknowns in the Iran deal (Hormuz terms, enforcement, uranium, funds). Economic and policy updates include May industrial production up 0.1%, falling homebuilder sentiment (35), and housing affordability bill uncertainty. He previews the FOMC meeting and Kevin Warsh’s first press conference, cites the ECB’s first hike in over three years, discusses lower oil and gasoline prices, answers a question on dividend growth returns, and closes celebrating the Knicks’ first title in 53 years.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com