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Thursday - August 6, 2026
Brian Szytel recaps a down Thursday market session (Dow -464, S&P -13, Nasdaq flat) amid ongoing rotation between tech and value, with the 10-year yi…
4 weeks ago
Wednesday - August 5, 2026
On Wednesday, August 5, Brian Szytel recaps a mixed market day: the Dow rose 263 points while the S&P fell 12 and the Nasdaq dropped about 0.8%, with…
4 weeks, 1 day ago
Tuesday - August 4, 2026
On August 4, Brian Szytel recaps a massive cross-asset rally as markets price hopes of a deal to reopen the Strait of Hormuz: oil fell 6% to $75, the…
4 weeks, 2 days ago
Monday - August 3, 2026
Today's Post - https://bahnsen.co/4yUosr7
David Bahnsen reviews a “bizarre” July in which long-term yields rose, the Iran ceasefire/MOU collapsed, se…
1 month ago
Everything We Learned about the New Fed This Week
Today's Post - https://bahnsen.co/4wwsHI5
David Bahnsen reviews this week’s Fed meeting, noting some credible forecasts expected a surprise 25–50 bp …
1 month ago
Thursday - July 30, 2026
Brian Szytel recaps a sharp market reversal day as prior rotation out of semiconductors flipped into a strong tech rebound, with semis up about 7% an…
1 month ago
Wednesday - July 29, 2026
Brian Szytel hosts Dividend Cafe on Wednesday, July 29, describing a volatile “Fed day” as the FOMC held Fed funds unchanged at 3.50%–3.75%. Markets …
1 month ago
Tuesday - July 28, 2026
David Bahnsen fills in for Brian Szytel with the Dividend Cafe daily recap, noting the Dow rose 537 points (over 1%) while the Nasdaq fell 22 basis p…
1 month ago
Monday - July 27, 2026
Today's Post - https://bahnsen.co/4yKPl0J
The Monday Dividend Cafe reviews a volatile market session where early gains faded despite oil dropping on …
1 month, 1 week ago
Inflation vs. Deflation in an Age of AI
Today's Post - https://bahnsen.co/3TdOnKh
David Bahnsen discusses whether the U.S. has shifted from the 1990–2020 disinflation era to a higher struct…
1 month, 1 week ago