Episode 1226: Monday - December 1, 2025
Market Updates, Bitcoin Correlations, and Policy Discussions: Post-Thanksgiving Report
Market Updates, Bitcoin Correlations, and Policy Discussions: Post-Thanksgiving Report
Today's Post - https://bahnsen.co/3Xtosgp
Market Updates, Bitcoin Correlations, and Policy Discussions: Post-Thanksgiving Report
In this edition of Dividend Cafe, we recap the recent market activity and its fluctuations following Thanksgiving. Key points include the Dow's drop of 427 points, mixed performance across major indices, and a significant contrast between top-performing and worst-performing sectors. We also highlight Bitcoin's recent correlation breakdown with the Nasdaq, the potential economic impact of Japanese bond yields on cryptocurrencies, and the ongoing foreign appetite for U.S. financial markets. Additionally, the episode covers updates on the Russia-Ukraine war, Affordable Care Act subsidies, significant upcoming Supreme Court hearings, and notable figures in the Federal Reserve's future. For detailed charts and more information, visit DividendCafe.com.
00:00 Welcome and Market Recap
01:05 Market Indices Performance
02:41 Foreign Appetite for US Securities
03:51 Bitcoin and Cryptocurrency Insights
05:51 Geopolitical and Policy Updates
07:40 Economic Indicators and Housing Market
08:38 Federal Reserve and Interest Rates
09:46 Energy Sector and Predictions
10:12 Conclusion and Upcoming Topics
Links mentioned in this episode: DividendCafe.com
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
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