Monday - June 15, 2026
The Dividend Cafe · Jun 15, 2026 · 17:22
The Dividend Cafe · Jun 15, 2026 · 17:22
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Today's Post - https://bahnsen.co/4eITc6m
David Bahnsen covers a broad “around the horn” Monday Dividend Cafe, highlighting extreme SpaceX IPO trading volume as evidence of IPO mania rather than price discovery. Markets rallied on weekend news of a forthcoming U.S.-Iran agreement and a planned signing, with the Dow up 469 points, the S&P up 1.65%, and the Nasdaq up over 3%; technology led while energy fell, small caps continued to outperform, and the 10-year yield held near 4.47%. He notes key unknowns in the Iran deal (Hormuz terms, enforcement, uranium, funds). Economic and policy updates include May industrial production up 0.1%, falling homebuilder sentiment (35), and housing affordability bill uncertainty. He previews the FOMC meeting and Kevin Warsh’s first press conference, cites the ECB’s first hike in over three years, discusses lower oil and gasoline prices, answers a question on dividend growth returns, and closes celebrating the Knicks’ first title in 53 years.
00:00 Welcome and Agenda
01:02 SpaceX IPO Mania
03:11 Markets Rally and Rotation
05:27 Iran Deal Unknowns
07:28 Economic and Policy Updates
09:13 Housing Sentiment Check
10:01 Central Banks and Fed Week
11:05 Oil and Gas Price Moves
11:50 Dividend Growth Q&A
13:37 Knicks Championship Moment
15:31 Closing Thanks
Links mentioned in this episode: DividendCafe.com
