5/12/2026 - Energy (XLE) stocks moved in tandem with crude oil
yesterday, which edged higher on more saber-rattling in the
Iran Conflict. I’m encouraged to see strength in Materials
(XLB) and Industrials (XLI), while Technology (XLK) remains
on autopilot. There are two areas of concern: Financials
(XLF) are down 8 sessions in a row and significantly
underperforming the S&P 500 (SPX)....
Payne's Perspective: Still Galloping Ahead
5/4/2026 By Charles Payne, CEO & Principal AnalystThe market keeps on moving higher despite all the hand-wringing about geopolitics, valuations, the Iran Conflict, crude oil, and inflation. It's not an irrational exuberance, according to the American Association of Individual Investors (AAII) Sentiment Survey, which saw a spike in bearish sentiment
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