Today's Post - https://bahnsen.co/4fE0HN7

Brian Szytel fills in for David on Dividend Cafe, recapping a mixed market day: the Dow fell about 80 points while the S&P 500 rose ~0.3% and Nasdaq ~0.8%, reflecting a rebound in tech after Friday’s sharp chip-led selloff following a nine-week, 47% tech rally. A much-stronger-than-expected May jobs report (172,000) pushed bond yields higher (10-year ~4.57%) and shifted Fed futures toward pricing possible rate hikes, with inflation still elevated and employment resilient, though labor participation remains low at 61.8% and small business hiring plans are weak. He reviews Middle East escalation and oil around $91, notes pullbacks in silver, gold, and Bitcoin, and argues their lack of cash-flow tether increases volatility. He highlights data-center capex and a bullish natural gas/pipeline thesis, and previews a coming episode on IPO mania and extreme revenue multiples.

00:00 Welcome and Setup

00:15 Market Recap and Tech Rebound

01:11 Rates Inflation and IPO Rules

02:51 Metals and Bitcoin Volatility

04:31 Middle East Tensions and Oil

05:21 Jobs Report and Fed Outlook

07:13 Energy Demand and Natural Gas Thesis

08:05 Wrap Up Knicks and Next Episode

Links mentioned in this episode:

TheBahnsenGroup.com