6/24/2026 - The biggest problem with owning high-flying names is it's
like driving a pickup truck with no shock absorbers – you're
sitting up high and enjoying the view, but those occasional
potholes hurt. Yesterday, momentum took it on the chin,
along with growth, but - somewhat amazingly - so did
quality. However, I find it interesting that money flowed
both into software (IGV) and traditional safe haven sectors....
Payne's Perspective: A Force in Space & Markets
6/15/2026 By Charles Payne, CEO & Principal AnalystThe run in semiconductor stocks has been dazzling. The last stage of the move has been parabolic. It invites a lot of skepticism and cynicism. But even those that are bullish will admit the move has been so magnificent that the gut says it's due to stall and give back some ground.
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