Today's Post - https://bahnsen.co/4pUysvR
Final Dividend Cafe of 2025: Year-End Market Recap and Outlook for 2026
In this final Dividend Cafe of 2025, David Bahnsen reviews key economic data points and market trends, including the performance of major indices and sector highlights. The discussion covers the lack of seasonality in market movements, updates on bond yields, and the significance of periodic portfolio rebalancing. The episode also touches on public policy issues related to data centers and provides insights on midstream energy sectors. David announces the upcoming annual 'year behind, year ahead' white paper and his ongoing book project on dividend growth investing. The session concludes with a look ahead to the first Dividend Cafe of 2026 and encourages listeners to read further on topics like gold as an inflation hedge.
00:00 Welcome to the Final Dividend Cafe of 2025
00:43 Recap of the Year and Upcoming Plans
02:44 Market Updates and Trends
06:29 Public Policy and The Fed
07:28 Energy Sector Insights
08:39 Looking Ahead to 2026
Links mentioned in this episode: DividendCafe.com