Jan 24 2025 23 mins 83
Today's Post - https://bahnsen.co/3PKDFpp
The top-performing sector throughout the entire Biden Presidency? ENERGY
The weight of the entire energy sector right now in the entire S&P 500? 3.2%
The weight of Apple in the S&P 500? 7.6%
The weight of Microsoft in the S&P 500? 6.3%
So every energy company put together in the S&P 500 is worth well less than half of Apple and basically right at half of Microsoft.
And this comes AFTER Energy was up +284% over the last four years, compared to the second place +120% performance in Technology.
Source: *Factset January 22, 2025
President Trump announced via a splashy news conference Tuesday night that OpenAI, Oracle, and Softbank are creating a joint venture called Stargate: Source:
https://www.wsj.com/tech/ai/tech-leaders-pledge-up-to-500-billion-in-ai-investment-in-u-s-da506cd4?mod=latest_headlines
Navigating Market Impacts Under the New Administration
In this week's Dividend Cafe, host David Bahnsen discusses the fast-paced events of the week, recorded amidst his team's offsite retreat. The focus shifts to the first days of President Trump's 2.0 administration, unpacking the economic implications of several executive orders. Bahnsen examines key policy changes around energy, DEI programs in federal agencies, and the temporary halt of the TikTok ban. He emphasizes the market implications of these orders while noting the more organized approach of the administration compared to 2017.
00:00 Introduction and Weekly Overview
00:36 Inauguration and Executive Orders
06:32 Market-Sensitive Policies
09:10 Energy and Trade Policies
15:10 Key Takeaways and Market Tidbits
22:04 Conclusion and Final Thoughts
Links mentioned in this episode:
DividendCafe.com
