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Monday - November 24, 2025
Description
Today's Post - https://bahnsen.co/4oXqLUW
Monday Dividend Cafe: Market Rally and Upcoming Thanksgiving Special
In this episode of 'Monday Dividend Cafe,' we cover the market's uptick amid a holiday-shortened week, highlighting a strong performance in sectors like communication services driven by Google, and less favorable outcomes for consumer staples. The bond market also continued its rally despite risks in equities. The discussion includes updates on economic policies, including anticipated Fed rate cuts, a potential Ukraine-Russia settlement, and the state of healthcare stocks. Additionally, there's chatter around the Supreme Court's ruling on tariffs and President Trump's hints about its potential outcome. David briefly touches on energy sector dynamics and concludes with a personal moment recounting a memorable Dallas Cowboys victory.
00:00 Introduction and Housekeeping
00:42 Market Recap: A Positive Day
01:55 Sector Performance Highlights
02:25 Risk Assets and Valuation Concerns
06:18 High Yield and Technicals
06:49 Top News Stories: Russia-Ukraine Deal
07:28 Public Policy Updates
09:03 Economic Indicators and Fed Talk
10:57 Energy Sector Overview
11:16 Conclusion and Thanksgiving Preview
Links mentioned in this episode: DividendCafe.com