7/14/2026 - The Iran Conflict has gone from renewed saber-rattling to
shots fired, and now, back to the blockade. Crude oil surged
yesterday throughout the session with each successive
headline. Fed Governor Christopher Waller gave a
presentation that candidly admitted defining inflation is
akin to defining pornography – you know it when you see it....
Payne's Perspective: Rotation Time
7/6/2026 By Charles Payne, CEO & Principal AnalystData center spending has only just begun, and I don’t doubt that the final tally will exceed the trillions of dollars already expected. Consider the train to nowhere in California, which voters approved as a $33 billion project, but is now expected to be $230 billion.
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