About this episode
Today's Post - https://bahnsen.co/3RD5fcA
This Monday Dividend Cafe reviews a mostly routine market update: after May’s strong gains (S&P 500 up over 5% in May and 10.7% YTD), stocks opened lower but finished higher with tech leading and utilities selling off; the 10-year yield ended flat at 4.46%. The episode highlights record household equity allocation, elevated valuations across large and small caps (Russell 2000 up 70% from its 2025 low), and a Goldman index showing concentration/valuation/rally conditions similar to 2021 and 2000. It notes inflation-adjusted IPO fundraising plans from SpaceX, OpenAI, and Anthropic exceeding 300 combined internet IPOs from 1999–2000. Iran’s renewed Strait of Hormuz blockade threats lifted oil ~6%, Florida filed a lawsuit against OpenAI, manufacturing ISM rose to 54, rent growth slowed, and futures imply 50% odds of a rate hike with no cuts expected. Friday’s episode will feature the host’s graduation commencement address.
00:00 Intro
01:23 Market Recap and Valuations
04:51 IPO Mania and Tech Froth
05:42 Geopolitics and Policy Updates
06:50 Labor and Manufacturing Data
08:30 Housing Inflation and Fed Odds
09:44 Energy Oil and Midstream
10:38 Week Ahead and Friday Twist
11:32 Conclusion
Links mentioned in this episode: DividendCafe.com
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