Monday - January 26, 2026
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 569 Ratings
🗓️ 26 January 2026
⏱️ 16 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/49VPZNr
In this Monday edition of the Dividend Cafe, David Bahnsen discusses the current weather conditions affecting the US, market performance for the day, sector winners, and the impact of the recent storm. Key market indices and sector performances, including emerging markets and communication services, are analyzed. The episode also covers the US dollar's weakening, bond market movements, energy sector updates, and AI versus non-tech capital expenditures. Additionally, David touches on public policy, a potential government shutdown, durable goods orders, and the upcoming Federal Reserve meeting. Behavioral aspects of market gamification and their impact on investor strategies are discussed, with a focus on maintaining sound investment principles amidst the noise.
00:00 Welcome to Dividend Cafe
00:55 Market Overview and Performance
02:44 Mid-Year Market Drawdowns
03:48 US Dollar and Emerging Markets
05:10 Bond Market and AI CapEx
06:16 Public Policy and Economic Indicators
07:19 Federal Reserve and Future Predictions
08:23 Energy Sector Insights
09:46 Gamification of Markets
13:13 Concluding Remarks and Sports Shoutouts
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 |
| 0:06.5 | and dividends in your understanding of economic life. |
| 0:12.2 | Hello and welcome to this Monday edition of the Dividend Cafe. |
| 0:17.4 | I am not going to tell most of the country that it is 64 degrees and sunny here in Newport Beach. |
| 0:25.5 | But I will say, because of course we have offices ourselves in a lot of these cities, |
| 0:30.3 | that what a winter wonderland and in some cases just outright storm it has been. |
| 0:35.7 | We do hope everyone is all right, staying warm, staying safe. But a very odd storm in that it runs diagonally through the country from |
| 0:44.8 | Texas, up through the south, into the northeast. And over 20,000 flights canceled now. |
| 0:51.8 | And it does appear that some of the worst of the storm is over, but the |
| 0:56.2 | aftermath and just the freezingness of it continues. |
| 0:59.3 | So don't want to ignore that. |
| 1:02.2 | I know it's a big deal out there, and we'll do our best to keep things going as functionally |
| 1:07.2 | here as possible. |
| 1:08.2 | And in terms of market day, it was a reasonably normal day. |
| 1:11.9 | You had markets opened up 100 points, moved steadily higher throughout the day. There were a couple |
| 1:16.9 | big cap names that led the way, but the Dow did close up over 300 points, which is over half a |
| 1:22.8 | percent. The S&P was up exactly half a percent. The NASDAQ got just a little less than half a percent. |
| 1:29.3 | And that's a little odd, by the way. The top performing sector was communication services was up 1.3 percent. |
| 1:36.2 | And so the NASDAQ was not the top performing index, but with that communication tech space being the highest performer. |
| 1:43.7 | But it was just about which |
| 1:45.1 | stocks were up and which ones weren't. And sort of the dispersion of results was spread in a way |
| 1:50.9 | that it was interesting. January still has tomorrow, Tuesday, through the Friday end of the week. |
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