Monday - April 27, 2026
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 569 Ratings
🗓️ 27 April 2026
⏱️ 14 minutes
🔗️ Recording | iTunes | RSS
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Summary
Today's Post - https://bahnsen.co/4ued1rl
David Bahnsen delivers a “normal” Monday Dividend Cafe covering the weekend’s major news—an assassination attempt tied to the White House Correspondents’ Dinner that ended without fatalities and had no market impact—then recaps mostly flat markets (Dow -63; S&P/Nasdaq slightly up) amid unusually extended semiconductor trading. He notes the 10-year yield near 4.3%, sector moves, and elevated oil closing near $97 alongside an Iran proposal involving reopening the Strait of Hormuz in exchange for delaying nuclear talks. Bahnsen highlights M&A skewed toward mega-deals, retail ETF flows chasing recent performance, and discusses a potential federal convertible loan to Spirit Airlines. Economic updates include healthy jobless claims, a pickup in wage growth for job changers, sharply slowing home price appreciation, expectations for a Walsh-led Fed as Powell’s term ends, and a focus on Mag 7 earnings—especially AI capex plans.
00:00 Welcome Back Monday
01:14 Weekend Breaking News
02:43 Market Wrap Today
03:11 Semis And Seasonality
04:42 Mergers And Retail Flows
05:58 Iran And Oil Shock
06:52 Spirit Airlines Policy
07:39 Jobs Wages Housing
09:45 Fed Outlook Midstream
10:17 FDI Versus Policy
11:17 Big Tech Earnings Week
11:50 Closing And Contact
Links mentioned in this episode: DividendCafe.com
Transcript
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| 0:00.0 | Welcome to the Dividing Cafe, weekly market commentary focused on dividends in your portfolio |
| 0:06.5 | and dividends in your understanding of economic life. |
| 0:11.3 | Hello and welcome to the Monday edition of Dividend Cafe. It is a really missed normal |
| 0:18.2 | Monday Dividendon Cafe today. Around the horn in all of our normal categories, |
| 0:23.2 | I say it's been missed because it seems like there's been some sort of drama that has |
| 0:27.9 | forced us to go too high in one category and too low in another for many weeks in a row. |
| 0:33.9 | And there isn't really any significant market turmoil or around war turmoil today. |
| 0:40.6 | We're just going to cover kind of all the normal things, although there was certainly some |
| 0:44.4 | very exciting action in the news cycle this weekend. Before I do get into our Monday Divident |
| 0:51.4 | Cafe, allow me please to remind you, if you miss the Friday Dividing |
| 0:55.5 | Cafe, a deeper dive into what we believe will soon be confirmed Fed Chairman Kevin Warsh |
| 1:02.6 | and what we expect and want to see out of a new Fed Chairman, a little wonkishness in monetary policy on Friday's Dividing Cafe |
| 1:13.2 | available where, whether you want the video, the podcast, or the written version, please |
| 1:18.8 | check out Friday's Dividin Cafe for every element of the Fed and Kevin Warsh. Let's get into it. |
| 1:25.9 | Let me do the news events first just because it was obviously |
| 1:29.2 | a pretty major event. Saturday night, I suspect that a lot of people outside of the D.C. |
| 1:37.0 | Beltway would not have been paying attention to that White House correspondence dinner. |
| 1:41.1 | Now, if President Trump had ended up giving his speech and that whole thing had |
| 1:44.4 | happened and anything newsworthy happened in his speech, he obviously was going to be ripping |
| 1:49.3 | the press and everything. There may have been either some humor or some, you know, not humor |
| 1:54.4 | out of all of that, but the vet ended up not happening. And that became the story because there was assassination attempt, shots fired. |
| 2:05.1 | A man has been arrested. |
... |
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