Monday - September 21, 2026
from The Dividend Cafe Hosted by The Dividend Cafe - The Bahnsen Group
Today's Post - https://bahnsen.co/4y9YwqV David Bahnsen delivers a quick Monday Dividend Cafe update from Chicago after travel disruptions, covering a strong market day led by communication services and technology while energy fell on a nearly 5% drop in oil; he notes the S&P 500 is near an all-time high even as market breadth has deteriorated sharply. He discusses rising margin debt and how its use has shifted toward non-purpose lending, highlights record ETF inflows into technology as a contrarian signal, and reviews news including media access litigation, progress on the Paramount/Warner Brothers deal, Apollo buying a 16% stake in the New York Yankees, and a newly announced AI task force. Economic data included flat industrial production, stronger retail sales, weak homebuilder sentiment, and declining housing starts, while Fed commentary shifted toward expecting a possible October hike and noting Chairman Warsh’s skepticism about a knowable neutral rate and strict data dependency; the Bank of Japan also raised rates. 00:00 Welcome and Travel Update 01:17 Market Rally and Sector Moves 02:13 Market Breadth Warning 03:29 Margin Debt and Leverage 05:15 Tech ETF Inflow Surge 05:39 Headlines and Deal News 06:27 Policy and Global Trade 07:30 Economic Data Roundup 08:04 Housing Slump Signals 09:16 Fed Outlook and Warsh Takeaways 11:18 Oil and Midstream Positioning 11:55 Wrap Up and Disclosures Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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