Monday Edition

Dividend Cafe is the place to come for a caffeinated stroll through our investment brain. We combine weekly ad hoc market perspective with evergreen truths and principles, covering a wide array of topics from macroeconomic to vanilla asset allocation. We want it to be readable for people of all levels of investor sophistication, and, most importantly, want it to be an authentic reflection of what we believe. The regurgitation of other’s investment perspective can be found anywhere. The Dividend Cafe is our material, for good or for bad.

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MONDAY – June 8, 2026

Markets digest tech volatility, strong labor data, and geopolitical uncertainty in a pivotal week for investors.
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MONDAY – June 1, 2026

Your Monday market brief from David Bahnsen — what moved, what matters, and what the data is signaling heading into the week.
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MONDAY – May 18, 2026

The Monday Dividend Cafe breaks down market volatility, rising bond yields, sector moves, and key global policy updates.
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MONDAY – May 11, 2026

A calm, comprehensive look at markets navigating high valuations, strong earnings, geopolitical uncertainty, and shifting investor psychology.
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MONDAY – May 4, 2026

There is a lot to cover in today’s Monday edition of the Dividend Cafe, with some extra focus in the Public Policy, Fed, and Energy ...
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MONDAY – April 27, 2026

Markets drifted, oil surged, housing cooled, and policy uncertainty lingered as earnings approached & investor behavior told the story well.
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MONDAY – April 20, 2026

Markets end flat, Iran tensions escalate, oil rebounds, and the Senate math still favors Republicans—despite what prediction markets say.
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MONDAY – April 13, 2026

The setback in Iran negotiations over the weekend did not change the market’s view that the Straits will reopen.
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MONDAY – April 6, 2026

It may seem odd to some that the markets have gone up four days in a row, but I assure you, there is a reason.
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