Tuesday - June 24, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 24 June 2025
⏱️ 6 minutes
🧾️ Download transcript
Summary
Market Recap and Investment Wisdom from the Dividend Cafe
In this episode of the Dividend Cafe, David Bahnsen fills in for Brian Szytel to provide a comprehensive market update. The major market indices, including the Dow, S&P, and NASDAQ, all saw significant gains, while the bond market experienced slight increases. The technology sector led the gains with a 1.6% rise, followed closely by financials, whereas the energy sector lagged behind. A notable drop in oil prices was observed, attributed to geopolitical factors involving a ceasefire agreement between Iran and Israel. David concludes with a critical piece of investment advice: timing the market based on current events is futile and can lead to significant losses.
00:00 Introduction and Host Change
00:35 Market Recap: Major Indices Surge
00:55 Bond Market Movements
01:20 Sector Performance Highlights
01:42 Oil Price Plunge: Geopolitical Factors
02:16 Ceasefire Impact on Markets
02:42 Investment Wisdom: Avoid Market Timing
03:58 Conclusion and Sign-Off
Links mentioned in this episode: DividendCafe.com
Transcript
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| 0:00.0 | Welcome to the Dividend Cafe, weekly market commentary focused on dividends in your portfolio |
| 0:06.6 | and dividends in your understanding of economic life. |
| 0:12.5 | Well, hello, welcome to the Dividend Cafe. If the voice doesn't sound familiar, it's because |
| 0:17.4 | it's me, David Bonson, and you're used to me on Mondays and Fridays in the Dividing Cafe. |
| 0:22.7 | My partner, Brian Sightel, normally brings you the daily blurb after market on Tuesday, Wednesday, Thursday. |
| 0:28.5 | But I am pinch hitting for Brian myself today because he is on an airplane. |
| 0:33.2 | And I am here at our Grand Rapids, Michigan office where I just got done giving a speech. |
| 0:38.7 | And Brian's going to be joining me for some meetings tomorrow. |
| 0:42.1 | But in the meantime, markets were open and boy, were they active today. |
| 0:47.7 | Quick recap, the Dow was up over 500 points, 1.2%. |
| 0:52.5 | The S&P was right there behind it, up 1.1%. The NASDAQ at 1.4%. So very substantial |
| 1:00.8 | moves and risk assets over 1% across all three major market indices. On the bond market, slight |
| 1:08.8 | gains in the short end and long end. The two-year treasury yield was down one basis point to 3.82. |
| 1:17.6 | The 10-year was down two basis points to 4.3%. Keep in mind when the yield is dropping, that means the prices are higher. |
| 1:26.1 | So a move higher in stock substantially, |
| 1:29.0 | a move higher in bonds marginally. The top performing sector in the market today was technology up |
| 1:36.6 | 1.6, but financials were right there with it up 1.5. The only sector really down today was energy and it was down one and a half and it was |
| 1:47.5 | down yesterday quite a bit too. But oil was down about 9% yesterday and it was down another 5% today. |
| 1:54.7 | I want you to think about that. Oil closed today at $65 a barrel. Sunday night when I went to bed, it was at $77 a barrel. That is just |
| 2:04.7 | absolutely unprecedented in 48 hours to have oil dropped $12 a barrel when there was no economic |
| 2:12.8 | reason. It was entirely geopolitical, and this is entirely a relief move in response to what seems to be a lack of retaliation from Iran as it pertains to the U.S. decimating its nuclear capability. |
| 2:28.3 | So the markets today responding to the appearance of an agreement for a ceasefire between Iran and Israel. There was a little |
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