Today's Post - https://bahnsen.co/4y9YwqVDavid Bahnsen delivers a quick Monday Dividend Cafe update from Chicago after travel disruptions, covering a strong market day led by communication services and technology while energy fell on a nearly 5% drop in oil; he notes the S&P 500 is near an all-time high even as market breadth has deteriorated sharply. He discusses rising margin debt and how its use has shifted toward non-purpose lending, highlights record ETF inflows into technology as a contrarian signal, and reviews news including media access litigation, progress on the Paramount/Warner Brothers deal, Apollo buying a 16% stake in the New York Yankees, and a newly announced AI task force. Economic data included flat industrial production, stronger retail sales, weak homebuilder sentiment, and declining housing starts, while Fed commentary shifted toward expecting a possible October hike and noting Chairman Warsh’s skepticism about a knowable neutral rate and strict data dependency; the Bank of Japan also raised rates.Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.com