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Aug 25
15m 59s

Monday - August 25, 2025

The Bahnsen Group
About this episode

Today's Post - https://bahnsen.co/4mqPbFc

Dividend Cafe: Market Updates, Fed Insights, and Public Policy Developments

In this Monday edition of the Dividend Cafe, David Bahnsen covers a range of topics including market performance, recent movements by the Federal Reserve, and significant public policy announcements. The DOW and other major indices experienced declines after a notable rally on Friday following Chairman Powell's speech at Jackson Hole. Public policy highlights include the U.S. government's equity interest in Intel and plans for future investments, as well as new tariffs on imported furniture. The housing market shows signs of trouble with declining permits and new home sales. The episode discusses the potential implications of Fed Governor Lisa Cook's investigation and offers insights into crude oil prices and midstream energy sectors. Finally, it reiterates the resilience of dividend growth investing amidst economic and policy uncertainties and previews Nvidia's forthcoming earnings report.

00:00 Introduction to the Monday Edition

00:20 Market Recap: A Look at Recent Trends

03:02 Public Policy Updates and Government Actions

06:00 Housing Market Insights

08:17 Federal Reserve and Economic Policies

11:08 Energy Sector and Investment Strategies

13:30 Conclusion and Upcoming Highlights

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

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