11/12/2026 - The good news is there was buying across all factors, but
breadth was lacking. Yesterday was a good session, but it
could have been better. Then again, in this environment,
starting and finishing in the plus column is a major
accomplishment. ...
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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