11/11/2026 - Yesterday was one of those sessions that gives me hope the
craziest may have peaked with the post-election gyrations. I
know there will be a lot of noise down the road, especially
from Congress, and more than likely newly elected Democratic
governors will take some action against data centers, but
they are not crazy, and the crazy members of Congress don’t
have the numbers for their most harebrained schemes....
Payne's Perspective: Dislocation Runs Amok
11/2/2026 By Charles Payne, CEO & Principal AnalystAt the start of the dotcom implosion, the rest of the market also outperformed tech badly. For several fundamental reasons, I don’t see the same scenario. I am on guard because warnings and misses usually come after a peak, but again, based on fundamentals and valuations, this is not the same.
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