Monday - August 25, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 25 August 2025
⏱️ 16 minutes
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Summary
Today's Post - https://bahnsen.co/4mqPbFc
Dividend Cafe: Market Updates, Fed Insights, and Public Policy Developments
In this Monday edition of the Dividend Cafe, David Bahnsen covers a range of topics including market performance, recent movements by the Federal Reserve, and significant public policy announcements. The DOW and other major indices experienced declines after a notable rally on Friday following Chairman Powell's speech at Jackson Hole. Public policy highlights include the U.S. government's equity interest in Intel and plans for future investments, as well as new tariffs on imported furniture. The housing market shows signs of trouble with declining permits and new home sales. The episode discusses the potential implications of Fed Governor Lisa Cook's investigation and offers insights into crude oil prices and midstream energy sectors. Finally, it reiterates the resilience of dividend growth investing amidst economic and policy uncertainties and previews Nvidia's forthcoming earnings report.
00:00 Introduction to the Monday Edition
00:20 Market Recap: A Look at Recent Trends
03:02 Public Policy Updates and Government Actions
06:00 Housing Market Insights
08:17 Federal Reserve and Economic Policies
11:08 Energy Sector and Investment Strategies
13:30 Conclusion and Upcoming Highlights
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 and dividends in your understanding of economic life. |
| 0:10.0 | Hello and welcome to the Monday edition of Dividend Cafe. We had a reasonably normal Dividend Cafe for you today because we're just covering a few different |
| 0:23.3 | things in every category, although I suppose there may be a few important things say about |
| 0:28.7 | the Fed and based on the Jackson Hole time from Friday. Let me start just by getting |
| 0:34.8 | the market stuff of the day out of the way. |
| 0:38.6 | Markets were down 349 points, the Dow, which is three quarters of a percent, opened down |
| 0:46.0 | about 100 points, and then just kind of slowly but surely down further throughout the day. |
| 0:51.5 | This, of course, comes off of the huge, huge rally day of Friday after the |
| 0:56.7 | Jackson Hole speech the Chairman Powell gave. So I'm going to talk about that in a moment, |
| 1:01.8 | but I just want to get the data out of the way. Dow down three quarters of a point, |
| 1:05.5 | S&P down almost half a percent, NASDAQ down almost a quarter of a percent. And when you look at the Friday |
| 1:13.6 | rally, 91 percent of companies that are listed on the New York Stock Exchange were up. And it's only |
| 1:23.4 | happened five times in two years, that level of breadth, and then the advanced decline line |
| 1:30.9 | in the Russell 3000, 14 advances for every one decliner. So you had really a pretty noteworthy |
| 1:39.7 | day on Friday in terms of breadth. 80% of companies have seen positive revisions the last three |
| 1:48.3 | months in their forward earnings estimates. Now, this is more sentiment-oriented than fundamental. |
| 1:54.5 | People start feeling better about things and then they start revising higher the estimates. |
| 1:59.6 | This is not about revisions going higher from actual earnings, |
| 2:03.9 | but it is still generally a decently reliable forward indicator. |
| 2:08.4 | And the fact that it's happened with 80% of companies speaks to this breadth argument I'm making |
| 2:14.4 | that there has been a reasonably encouraging spread of where things are |
| 2:20.3 | going well in markets. Has not changed the concentration and the top heaviness, but there's |
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