Monday - November 17, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 570 Ratings
🗓️ 17 November 2025
⏱️ 9 minutes
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Summary
Today's Post - https://bahnsen.co/3JTHQ36
Monday Market Recap and Economic Insights
In this episode of Dividend Cafe, host Brian Szytel steps in for David, who is attending meetings in Boston. Brian provides a detailed market recap for Monday, November 17th. The DOW fell 557 points, while the Nasdaq and S&P both dropped about 0.8 to 0.9%. He discusses market shifts towards defensive stocks, notable dips in sectors like cryptocurrencies and quantum computing, and the overall volatility levels. He also touches on tariffs' impacts, proposed easing of capital requirements for banks, and better-than-expected Empire State Manufacturing Index numbers. Brian emphasizes the focus on bottom-up fundamentals in investment strategies amidst unpredictable macroeconomic conditions and notes upcoming economic data releases.
00:00 Introduction and Market Recap
00:52 Sector Performance and Market Trends
02:31 Impact of Tariffs and Economic Policies
03:37 Federal Reserve and Economic Indicators
05:11 AI Narrative and Investment Strategy
07:07 Upcoming Economic Data and Conclusion
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 and dividends in your understanding of economic life. |
| 0:10.0 | Good evening and welcome back to Dividend Cafe. This is Monday, November the 17th. Brian Saitel with you here today. |
| 0:19.0 | And rather than David, he's on a train traveling from |
| 0:21.7 | Manhattan to Boston and back for some meetings. So I'm going to step in here and give you your |
| 0:25.7 | market recap. We had lower markets across the board. We actually closed just off of the lows. We were |
| 0:31.5 | down 557 points on the Dow. NASDAQ and S&P were both down about 0.8 to 0.9% on the day. So broad sell-off in |
| 0:40.9 | stocks, and you're continuing to see this rotation into more of the defensives. The NASDAQ was actually |
| 0:47.0 | down a little less than the Dow today, but that was really just because of one very large |
| 0:52.1 | internet search engine company that was up significantly on some buying for the day. |
| 0:56.8 | Ten year was off about a basis point, so we closed at 413 on the 10 year. |
| 1:02.0 | We've just seen the sell-off here over the past several months from what we've called shiny objects. |
| 1:06.8 | This is things like rare earth minerals that kind of rallied up with the government investment inside of some of those companies. |
| 1:13.7 | Cryptocurrencies, some of the certainly some of the AI trade and some of these other parts of the market where they've just gone up so much. |
| 1:20.9 | They're just crazy. |
| 1:21.6 | Some of the quantum computing names that are trading at 500 times sales, not earnings, but sales. |
| 1:27.1 | So all that stuff's off about 50%. |
| 1:29.5 | Crypto's off about 30. |
| 1:31.8 | So that's a pretty decent pullback here. |
| 1:33.9 | And it's hard for me to say whether that will go lower, |
| 1:36.4 | whether this is the bottom and a buying opportunity, blah, blah, blah, blah. |
| 1:39.5 | Nobody really knows that. |
| 1:41.3 | But our point is because the valuation is either an infinity sign, which is what |
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