2/2/2026 - This is a nice start to the week. The market opened lower,
amid the concerns that weighed on stocks last Friday, but
major indices turned higher. I’m not sure how much of the
reversal is attributable to ISM Manufacturing, but it was
significant. The best read since 2022, powered higher by new
orders. Every media story on this ended with, ” but the
tariffs.”...
Revamping & Saving the World Order
1/26/2026 By Charles Payne, CEO & Principal AnalystWe knew that Davos, Switzerland, would be ‘lit,’ but it far exceeded my expectations for spectacle, hypocrisy, and hubris.
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Payne's Perspective: Showdown at Davos
1/20/2026 By Charles Payne, CEO & Principal AnalystThe AI rally has already lasted longer than prior bubbles, but has a long way to go to equal the average gain. Moreover, there hasn’t been a parabolic move outside of underlying fundamentals.
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The Dividend Report - January 2026
1/20/2026 By Charles Payne, CEO & Principal AnalystThe S&P 500 Dividend ETF (SDY) has quietly outperformed the S&P 500 (SPX) so far this year, rising 5.28% versus 1.38% in the S&P 500.
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