Monday - March 23, 2026
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 569 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
Transcript
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| 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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