Today's Post - https://bahnsen.co/4hmEuE3David Bahnsen hosts the Monday Dividend Cafe, recapping a quiet market day with the Dow down 60 points, the S&P essentially flat, and the Nasdaq down 32 bps, while noting rapid credit-spread tightening and the 10-year yield closing at 4.7%. Energy led sectors as oil rose over 5%, while REITs lagged; he highlights that most S&P 500 profit-margin expansion is concentrated in large tech rather than the broader index. PitchBook data show 33,600 unsold private-equity-owned companies globally, up year-to-date. On policy, the Senate recessed after voting to fund the government through mid-December, with no movement on a GOP budget blueprint or the CLARITY crypto bill. The key development was Friday’s jobs report: 23,000 jobs lost, large downward revisions, and a lower unemployment rate driven by labor-force exits, reducing September hike odds to 50/50. Redfin data show widespread below-ask home sales, especially in Florida and Texas, and he addresses a listener question about faith references in his Friday piece.Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.com