Charles Payne's Market Commentary Tech Poised to Surge 9/21/2026 - I think the market is moving past all the doomsday hysteria
and focusing on opportunities, of which there are a bunch, as
earnings that haven’t moved the needle will remain strong and
should benefit technology stocks, not unlike what we saw on
Friday (see top advancers)....
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Payne's Perspective: Dropping the Mix A major shift from training to inference, sparking a renaissance in central processing unit (CPU) demand, which fell by half in 2025. Moreover, competition for AI server racks is increasing, even as growth is expected to peak in 2027. Don’t confuse that with growth stopping. Read more.
Payne's Perspective: Doomsday Crowd Shift Campaign Into Overdrive After the Consumer Price Index (CPI) release, just about every firm on the Street joined the rate-hike camp, with only two holdouts. I don’t think the Fed should hike, but if they do somehow, Warsh has got to communicate it’s a “dovish hike” (only one). Read more.
On Sep 9th, Treasury will increase its bond buyback program to $4.0 billion from $2.0 billion to provide relief for the 30-year bond. There has been a lot of criticism of the move, including from Stan Druckenmiller.
It wasn't a personal attack, and I'm sure Druckenmiller knows that Bessent understands everything AI wrote in that op-ed in WSJ. The reality is America is spending and borrowing itself into a massive crisis.
Bessent is now in government - where there is no willpower to curb spending or cut entitlements.
MAIN STREET WISDOM Observations of a concerned public By Brian R: - 7/31/2026 Thank you Charles for much needed encouragement. The past month has been painful for my portfolio indeed. But over the last several years since Ive been a member here Ive learned one thing. Investing is a process, and there will be rough patches. But sticking to the basic fundamentals through thick ...more Voice your comments, ideas or frustrations!
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