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The Dividend Cafe
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David Bahnsen daily markets, macro, and Washington briefing.

In the last 30 days, The Dividend Cafe produced 89 attributed ideas; most-discussed: VZ, MS.

22
Ideas · 7d
89
Ideas · 30d
340
Ideas · all time
123
Episodes
Names this show discusses most
30D
VZ · 1MS · 1
90D
VZ · 1MS · 1

Theses first heard here · 10

US profit concentration driven by market powerFIRST HEARD 13 OCT
Treasury bond buybacks failing to curb yieldsFIRST HEARD 9 SEP
Fed may stand pat on ratesFIRST HEARD 3 SEP
Fed likely to hike 50 bps next weekFIRST HEARD 1 SEP
September midterm election year market history is a coin flipFIRST HEARD 31 AUG
Latest attributed ideas · most recent first
16 OCT3D AGOLightly Held Views, Aggressive Investments – Money Manager Week
Emerging markets manager pivots to AI semis
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16 OCT3D AGOLightly Held Views, Aggressive Investments – Money Manager Week
Separate AI beta from company skill
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16 OCT3D AGOLightly Held Views, Aggressive Investments – Money Manager Week
September AI rally driven by catch-up flows
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16 OCT3D AGOLightly Held Views, Aggressive Investments – Money Manager Week
AI exposure has become systemic
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16 OCT3D AGOLightly Held Views, Aggressive Investments – Money Manager Week
High dispersion in AI views is healthy
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15 OCT4D AGOThursday - October 15, 2026
Value over growth on inflation and Fed hike fears
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15 OCT4D AGOThursday - October 15, 2026
Verizon's dividend seen as safe from Starlink near-term
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEVZOpen in Zortix →
15 OCT4D AGOThursday - October 15, 2026
Bond market signals growth slowdown, not runaway inflation
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15 OCT4D AGOThursday - October 15, 2026
Shorter-duration, income-oriented assets favored
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14 OCT5D AGOWednesday - October 14, 2026
Rising rates revealing cracks in financial system
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14 OCT5D AGOWednesday - October 14, 2026
Foreign tax credits for international dividend ETFs
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14 OCT5D AGOWednesday - October 14, 2026
Mini rate-hike cycle of about three hikes
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13 OCT6D AGOTuesday - October 13, 2026
Bull markets don't die of old age
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13 OCT6D AGOTuesday - October 13, 2026
Mag Seven margins skew S&P profit picture
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13 OCT6D AGOTuesday - October 13, 2026
Multiple contraction makes stocks cheaper
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13 OCT6D AGOTuesday - October 13, 2026
CCC credit stress as the market's crack
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13 OCT6D AGOTuesday - October 13, 2026
PPI-CPI gap points to margin pressure
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12 OCT1W AGOMonday - October 12, 2026
Market breadth deterioration signals heightened vulnerability
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12 OCT1W AGOMonday - October 12, 2026
Hyperscaler AI capex expectations key to S&P earnings
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12 OCT1W AGOMonday - October 12, 2026
Low savings rate undermines future economic growth
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12 OCT1W AGOMonday - October 12, 2026
AI data center build-out reliant on OpenAI and Anthropic
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12 OCT1W AGOMonday - October 12, 2026
Home affordability worse now than in high-rate 1980s
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9 OCT1W AGOWhat to Make of Rising Bond Yields?
Debt and inflation not credible yield drivers
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9 OCT1W AGOWhat to Make of Rising Bond Yields?
Opportunity in beaten-down REITs, financials, industrials
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9 OCT1W AGOWhat to Make of Rising Bond Yields?
Fixed income now more attractive on risk/reward
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9 OCT1W AGOWhat to Make of Rising Bond Yields?
Narrow market breadth as Mag Seven safety trade
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8 OCT2W AGOThursday - October 8, 2026
AI memory stocks face forward-looking repricing risk
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8 OCT2W AGOThursday - October 8, 2026
Diversification as a guard against concentration risk
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7 OCT2W AGOWednesday - October 7, 2026
Selective REITs can protect and grow dividends
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7 OCT2W AGOWednesday - October 7, 2026
Higher rates pressure long-duration assets
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION