Monday - July 13, 2026
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 13 July 2026
⏱️ 13 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/4bF0WEu
The Monday Dividend Cafe recaps a volatile market day that resembled prior Iran-tension selloffs: oil surged nearly 10%, energy rose over 3%, tech fell over 2%, semiconductors dropped about 4.77%, the Nasdaq fell over 1.5%, the S&P 500 was down 80 bps, and the Dow slipped 138 points, while the 10-year yield rose 6 bps to 4.63%. The host discusses an apparent market leadership rotation (equal-weight beating cap-weight, small cap beating large cap, value beating growth) alongside the paradox of momentum being the top year-to-date factor because “momentum” has shifted to new leaders. He adds new “More to Chew On” links to the written Dividend Cafe and previews a Friday piece on five market concerns and five non-concerns. Key news includes the reported death of Senator Lindsey Graham and escalating US-Iran strikes with renewed Strait of Hormuz closure and US blockade claims. He notes June existing home sales fell 2.4%, contrasts mortgage rates and home prices versus 10 years ago, summarizes new Fed task forces, and highlights differing views on rate hikes with futures implying a 90% chance of at least one hike by year-end.
00:00 Market Open Recap
01:11 New Links Section
02:20 Friday Feedback
02:52 Rotation Versus Momentum
05:45 Rates Oil And Sectors
06:09 IPO Mania Warning
07:35 Headlines And Iran
09:00 Housing And Fed Outlook
10:57 Wrap Up And Friday Preview
Links mentioned in this episode: DividendCafe.com
Transcript
Click on a timestamp to play from that location
| 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. |
| 0:10.0 | Hello and welcome to the Monday edition of Dividend Cafe. |
| 0:16.0 | I am going to do our normal around the horn, go through a few topics. |
| 0:20.8 | It was a very interesting day in markets. If one didn't know better. I am going to do our normal around the horn, go through a few topics. |
| 0:22.9 | It was a very interesting day in markets. If one didn't know better, you could say it felt like a few months back where Iran tensions were going higher. |
| 0:30.6 | Oil was up 10%. |
| 0:32.2 | NASDAQ and tech were getting hit and energy was up. |
| 0:36.5 | Now, there were a lot of days where the Dow had actually |
| 0:38.6 | been up and the NASDAQ was down a lot. The Dow ended up being down today, 138 points, just a |
| 0:46.4 | quarter of a percentage point, although it did open up with S&P and NASDAQ down, but it lost that |
| 0:52.9 | mean in the first hour and then kind of stayed flat for the rest of the day. |
| 0:56.4 | But you had the NASDAQ down over one and a half percent. |
| 0:59.6 | You had the S&P down 80 basis points, |
| 1:02.1 | you had the Dow, as I mentioned, down just a quarter point. |
| 1:04.9 | However, semiconductors were down almost 5%, 4.77% as an index. So it was definitely one of those days that |
| 1:15.1 | bifurcated and we had plenty of days like that a few months back and it kind of reverted to that |
| 1:21.7 | form today. Let me first of all tell you, before I get deeper into the market summary, that in the written, dividend cafe.com, I have decided to quit holding back on you all. |
| 1:33.9 | There are so many, I'm not going to be putting in links in Dividendon Cafe to the amount of research that I read Mondays, Fridays, throughout the middle of the week, over the weekend. |
| 1:45.3 | It is 100 pages a day, and I would never burden you all with that. |
| 1:50.1 | And a bunch of it you would get firewalled out of anyways because the majority of the research |
| 1:54.9 | I read is institutional subscription base. |
... |
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