Monday - December 22, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 570 Ratings
🗓️ 22 December 2025
⏱️ 11 minutes
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Summary
Today's Post - https://bahnsen.co/4pUysvR
Final Dividend Cafe of 2025: Year-End Market Recap and Outlook for 2026
In this final Dividend Cafe of 2025, David Bahnsen reviews key economic data points and market trends, including the performance of major indices and sector highlights. The discussion covers the lack of seasonality in market movements, updates on bond yields, and the significance of periodic portfolio rebalancing. The episode also touches on public policy issues related to data centers and provides insights on midstream energy sectors. David announces the upcoming annual 'year behind, year ahead' white paper and his ongoing book project on dividend growth investing. The session concludes with a look ahead to the first Dividend Cafe of 2026 and encourages listeners to read further on topics like gold as an inflation hedge.
00:00 Welcome to the Final Dividend Cafe of 2025
00:43 Recap of the Year and Upcoming Plans
02:44 Market Updates and Trends
06:29 Public Policy and The Fed
07:28 Energy Sector Insights
08:39 Looking Ahead to 2026
Links mentioned in this episode: DividendCafe.com
Transcript
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| 0:00.0 | Welcome to the Dividend Cafe, weekly market commentary focused on dividends in your portfolio |
| 0:06.6 | and dividends in your understanding of economic life. |
| 0:11.5 | Hello and welcome to the final Dividendon Cafe of 2025. |
| 0:16.4 | I mentioned on Friday from New York, that was our final Friday Dividing Cafe of the year. |
| 0:23.6 | And I really do want to direct any of you who did not listen to it, watch it, or see it yet on video, |
| 0:30.1 | whatever your chosen medium is. |
| 0:32.3 | To check that out, I went through the last 25 years, the first 25 years of this new century, |
| 0:40.0 | and basically tried to use the entire quarter century that we've gone through to make one single investment point that |
| 0:45.1 | I think is profound and perhaps the most important investment point anyone can focus on now. |
| 0:50.6 | So that was our final Friday Diven Cafe. |
| 0:53.3 | And today, I'm just going to do a very quick |
| 0:55.0 | recap. There really is not a lot to go through. We're very, very limited on economic data points. |
| 1:01.1 | I'll give a quick update on the Fed and a couple little policy comments, market comments. |
| 1:05.3 | But there's not a lot to cover. And then we're going to leave you alone through the holiday |
| 1:10.4 | week and into New |
| 1:11.5 | Year. I will be off next week writing the whole week our annual year behind, year ahead, |
| 1:19.5 | what we refer to as a white paper. But it's going to be the first Dividy Cafe of 2006 on that |
| 1:25.6 | Friday, which I believe is January 9th. that'll come out. And it's really a very |
| 1:30.9 | special tradition for us. I've been doing it now for, oh my God, I think it's 15 years maybe. |
| 1:36.8 | It's around there, 13 or 14 at least. And I want to go through and report card all of the kind |
| 1:42.9 | of themes and things we brought up |
| 1:45.0 | last year about what 2025 would be. |
... |
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