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The Dividend Cafe

Monday - March 23, 2026

The Dividend Cafe

The Dividend Cafe - The Bahnsen Group

Business, Retirement Planning, Dividend Growth Investing, Estate Planning, Monetary Policy, Wealth Management, Macro Economics, Investing

4.9569 Ratings

🗓️ 23 March 2026

⏱️ 13 minutes

🧾️ Download transcript

Summary

Today's Post - https://bahnsen.co/4c6aI2f

In the Monday Dividend Cafe, the host recounts extreme market volatility after futures fell ~350 points overnight, then swung over 1,000 points higher on a Trump tweet claiming “very good and productive” U.S.-Iran talks and a five-day postponement of strikes; Iran denied negotiations, yet markets held gains, with the Dow closing up 631 points (+1.38%), S&P 500 up 1.15%, and Nasdaq up 1.38% amid large intraday ranges. Oil spiked near $104 then slid, with crude closing at $89 (-9.5%), while all 11 sectors finished positive led by consumer discretionary; healthcare lagged. Gold remained down ~16% from its high as the U.S. dollar drew safe-haven flows. The host highlights key near-term signals: Iran’s regional attacks and Strait of Hormuz developments, notes uncertainty about a market bottom, mentions TSA funding issues, shifting Fed expectations and internal disagreement, and midstream/LNG dynamics tied to offline capacity.

00:00 Wild Futures Whipsaw

00:45 Trump Tweet Sparks Rally

02:39 Did Iran Talks Happen

05:41 What Markets Watch Next

06:30 Sector Moves and Gold Drop

08:01 Have We Hit a Bottom

09:20 Policy Fed and Energy Notes

10:40 Week Ahead and Sign Off

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Dividing 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 the Dividendon Cafe where the roller coaster ride that is the market has continued.

0:20.0

Last night, Sunday night, my favorite night, futures

0:23.8

opened up quite flat, a little surprising because Asian markets were getting hit at the time.

0:31.2

And yet, of course, U.S. markets had endured some volatility late last week.

0:35.8

And my thought was Asia was playing catch up.

0:38.8

U.S. markets were not up or rallying or reversing at all,

0:42.2

but were not down as much as expected.

0:45.9

And I thought that that might turn overnight.

0:49.8

I was up at 330 Pacific and indeed markets were down 350 points at my wake up. Then, and I'm about

0:58.8

to read word for word, a tweet came out that caused an over a thousand point swing in pre-market

1:06.7

action almost instantly. And I quote from the President of the United States, Donald J. Trump,

1:12.1

I'm pleased to report the United States of America and the country of Iran have had over the last

1:17.8

two days had very good and productive conversations regarding a complete and total resolution

1:23.7

of our hostilities in the Middle East. I've instructed the Department of War to postpone

1:29.7

any and all military strikes against Iranian power plants and energy infrastructure for a five-day

1:35.5

period, end quote. So markets went from down 350 to up 1,150, 1500 point bounce, and oil dropped from about $184.37.

1:49.9

An hour later, still in the pre-market, oil was up to 91, way off the high, but way off the low,

1:58.0

and the futures were pointing to an 800-point market open, again, still way up,

2:04.0

but not as high as it had gotten to. And then the market did actually open and we closed up 631 points

2:14.5

along the way. We had, I want to give this exact number, 1,100 points between

...

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