7/16/2026 - The market is up year-to-date, but rolling corrections make
it feel like a down year, and recent haircuts have turned
big winners into losers. Momentum (MTUM) continues to swing
the other way, and it's painful. Yesterday, momentum was
-1.87%, and according to Goldman’s trading desk, volatility
in the momentum ratio relative to the broad market has never
been this high....
Payne's Perspective: Rotation Time
7/6/2026 By Charles Payne, CEO & Principal AnalystData center spending has only just begun, and I don’t doubt that the final tally will exceed the trillions of dollars already expected. Consider the train to nowhere in California, which voters approved as a $33 billion project, but is now expected to be $230 billion.
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