Monday - May 18, 2026
from The Dividend Cafe Hosted by The Dividend Cafe - The Bahnsen Group
Today's Post - https://bahnsen.co/4nErXgi David Bahnsen records Monday’s Dividend Cafe from Miami, noting a prior deep dive on U.S. national debt and then reviewing markets after an S&P 500 “melt up” led by semiconductors, the Mag Seven, and AI, followed by a pullback tied to sharply rising bond yields, with the 10-year near 4.6% and higher yields a potential catalyst for equity weakness. He flags poor market breadth, mentions a $67B Dominion–NextEra utility merger connected to data-center power demand, and highlights AI’s dominance in new high-yield, investment-grade, and venture funding plus global index concentration in semiconductors. He also covers U.S.–China announcements (Boeing planes, agricultural purchases, tariff oversight), Iran uncertainty, industrial production gains, weak homebuilder sentiment, incoming Fed chair Kevin Warsh amid no-cut expectations, and oil near $106 with limited rig-count response. 00:00 Miami Intro and Debt Recap 00:55 Market Pullback and Yield Spike 03:52 Breadth Warning and Utility Merger 05:04 AI Concentration and Momentum Risk 07:43 US China Summit and Iran Tensions 09:47 Economic Data and Fed Outlook 11:46 Oil Surge and Rig Count Reality 12:55 Ask TBG and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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