Monday - October 20, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 20 October 2025
⏱️ 14 minutes
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Summary
Today's Post - https://bahnsen.co/4htuMxK
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 and dividends in your understanding of economic life. |
| 0:12.2 | Well, hello and welcome to the Monday edition of the Dividing Cafe. |
| 0:15.9 | I am here at the Bonson Group's office in beautiful Nashville, Tennessee. |
| 0:22.7 | Wonderful weekend here in Nashville and a couple days working at this office. And we had a big rally day in markets today. |
| 0:29.8 | A little volatility here so far into fourth quarter, some down times and now some uptimes. |
| 0:36.0 | And today's up day catalyzed by a few different things, |
| 0:40.9 | some optimism around where this flexing and barking with U.S.-China trade is going, |
| 0:48.5 | early reports of good sales and news for the new Apple iPhone. I think it is Model 17 and, you know, a few other |
| 0:59.1 | sentiment-oriented things. But nevertheless, it put the Dow up 516 points today, which is 1.1%. |
| 1:07.5 | The S&P was only a little bit lower than that, up 1.07%. So right in the same range, |
| 1:13.4 | and the NASDAQ a tad higher at 1.3%. I do want to direct you if you didn't catch the Friday |
| 1:21.7 | Dividendin Cafe to our Friday edition Dividend Cafe about AI and the impact that I expect it to have on the labor |
| 1:31.5 | market. Assessing the lay of the land in that space is the topic that comes up all the time, |
| 1:36.3 | I think is tremendously important in terms of the macroeconomic picture. And it has been a wonderful |
| 1:42.9 | weekend of feedback about that particular Dividing Cafe. |
| 1:46.8 | So if you did miss that, I'd love to direct you either to that podcast episode, video, |
| 1:52.4 | or the Dividycafe.com article. |
| 1:56.1 | A few things I want to say quickly on the investment front, in addition to where the major market |
| 2:04.0 | indices went today, all in rally mode, all basically somewhere above 1% on the day. |
| 2:09.7 | The 10-year bond yield closed today at 3.98%. |
| 2:14.7 | So it's below 4%. |
| 2:16.3 | It's been teetering right at that 4% range for a while, and it was down, |
... |
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