11/13/2026 - Yesterday’s session was against a backdrop of (real)
breaking news, rampant speculation, and a loud chorus of
doom. There was an element of spunk early on as major
indices reversed higher, but the deck was stacked against
the market. Retail investors showed up, and Nvidia (NVDA)
climbed off the session lows. If the stock had gone
positive, I think the floodgates of buying would have been
flung open....
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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