Tuesday - January 20, 2026
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 569 Ratings
🗓️ 20 January 2026
⏱️ 14 minutes
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Summary
Today's Post - https://bahnsen.co/3LVimmM
In this special edition of Dividend Cafe, recorded on Tuesday, January 20th, David Bahnsen explores the significant market sell-off that occurred due to unusual political tensions and potential policy changes. The episode focuses on President Trump's controversial intentions regarding Greenland and the subsequent European counter-threats, leading to market volatility. The DOW dropped 870 points, with technology suffering the most. Bahnsen also discusses the performance of the 'Magnificent Seven' tech stocks, market broadening trends, rising bond yields, and ongoing uncertainties. Additionally, he touches on expected topics from President Trump's upcoming Davos speech, potential housing and mortgage policy changes, and updates on the Federal Reserve leadership.
00:00 Introduction and Market Overview
00:46 Market Sell-Off Catalysts
01:35 Market Performance Recap
03:01 The Magnificent Seven Analysis
05:27 Broader Market Trends
06:24 Potential Market Scenarios
09:31 Housing and Mortgage Insights
11:22 Upcoming Events and Conclusion
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 |
| 0:06.5 | and dividends in your understanding of economic life. |
| 0:13.0 | Well, hello and welcome to the special edition of Dividendon Cafe. I was planning to call it |
| 0:18.0 | the Monday edition that we're doing on Tuesday because of the MLK |
| 0:22.3 | holiday yesterday. But then even if we had not been in a Monday holiday week, with today's |
| 0:28.3 | action, I probably would have done a special Dividing Cafe today anyways. So yes, |
| 0:33.6 | today is Tuesday, January 20th, but we did have a big market sell-off I want to address |
| 0:37.8 | behind one of the stranger catalyst to a market sell-off. |
| 0:43.1 | I say all the time it's a very important lesson for investors to never forget the markets |
| 0:47.8 | do not require a reason to sell off. |
| 0:51.2 | They certainly do not require a reason that make sense to you or me, but different |
| 0:56.4 | catalysts exist that can drive a market sell-off. And today's was the fact that the President |
| 1:02.8 | in the United States spent much of the weekend saying that he wanted to have Greenland under U.S. |
| 1:09.4 | control and that if the European countries resisted |
| 1:12.6 | that idea, he was going to impose an extra 25% tariffs for American importers to pay. |
| 1:20.4 | So then Europe responded by saying that we're going to retaliate. |
| 1:28.1 | And so the prior deals that were announced are vulnerable or up in the air right now |
| 1:33.9 | because if the president does this, then we're going to do that. |
| 1:37.3 | And everything sort of escalated from there. |
| 1:39.5 | Let me give you the summary of what kind of took place. |
| 1:42.1 | And then we'll get through our normal categories of |
| 1:45.5 | the Monday Dividing Cafe. |
... |
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