Bubble Watching and the Art of Investing

Bubble Watching and the Art of Investing

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Monday - February 23, 2026

Today's Post - https://bahnsen.co/40qp47X Snowed in New York recording opens with a sharp selloff (Dow -822; S&P -1%+; Nasdaq -1.1%). Weakness tied more to AI valuation and pressure in tech and financials than tariffs. The 10-year yield fell to ~4.03%; defensives led. AI capex fo ...  Show more

When Lower Inflation Hurts

Today's Post - https://bahnsen.co/4tNvJGE David Bahnsen opens Dividend Cafe after a volatile week marked by a weaker-than-expected GDP report and a Supreme Court ruling striking down President Trump’s tariff rationale under the Economic Emergency Act (with a deeper tariff discuss ...  Show more

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