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
TheBahnsenGroup.com
